preferences:options

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preferences:options [2020/06/12 09:49] – [Stocktakes] Gary Willettspreferences:options [2023/09/02 00:58] (current) – [16.10. Options (standard reasons)] Mark Glover
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 {{indexmenu_n>100}} {{indexmenu_n>100}}
-====== 15.10. Options (standard reasons) ====== +====== 16.10. Options (standard reasons) ====== 
-You can create a list of options (or reasons) for the user to select from when they use perform certain actions in mSupply (in drop down lists etc.). Options are an alternative to the user typing free text, and can help standardise information being recorded in mSupply.+ 
 +<WRAP center round important 90%> 
 +In a [[synchronisation:introduction|synced system]], Options must be added on the **central server** and will then sync to other sites where they will apply to all stores on each site. 
 +</WRAP> 
 + 
 +You can create a list of options (or reasons) for the user to select from when they perform certain actions in mSupply (in drop down lists etc.). Options are an alternative to the user typing free text, and can help standardise information being recorded in mSupply, which facilitates reporting.
  
 You can enter options for: You can enter options for:
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   * **Positive Inventory Adjustment:** Reasons for a positive adjustment between the snapshot quantity and entered quantity in a stocktake line (to help answer the question //why is there more stock than expected?//).   * **Positive Inventory Adjustment:** Reasons for a positive adjustment between the snapshot quantity and entered quantity in a stocktake line (to help answer the question //why is there more stock than expected?//).
   * **Negative Inventory Adjustment:** Reasons for a negative adjustment between the snapshot quantity and entered quantity in a stocktake line (to help answer the question //why is there less stock than expected?//).   * **Negative Inventory Adjustment:** Reasons for a negative adjustment between the snapshot quantity and entered quantity in a stocktake line (to help answer the question //why is there less stock than expected?//).
-  * **New Cash Out Transaction:** Reasons for a cash out transaction.+  * **New Cash Out Transaction:** Reasons for a cash out transaction (taking cash out of the cash register). 
 +  * **Open vial wastage:** Reasons for open vial wastage when dispensing vaccines (see [[https://docs.msupply.foundation/en:mobile:user_guide/| the mSupply mobile user guide]] for details).
  
 ===== Creating options ===== ===== Creating options =====
-<WRAP center round important 50%> 
-In a sync system, Options must be added on the **central server** and will then sync to other sites. 
-</WRAP> 
  
 1. Go to the **Admin** tab on the Navigator and click the **Preferences** button: 1. Go to the **Admin** tab on the Navigator and click the **Preferences** button:
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 5. Enter a name for the option in the **Option** field, then click on the **OK** button to save it. 5. Enter a name for the option in the **Option** field, then click on the **OK** button to save it.
  
-<WRAP center round important 60%>+<WRAP center round alert 60%>
 **Once an option is saved, it //cannot// be deleted.** Check carefully before pressing OK! If you need to prevent an option being available for selection by users then make it inactive. This will mean old options can be displayed correctly in historical records but they are no longer available for use by users. **Once an option is saved, it //cannot// be deleted.** Check carefully before pressing OK! If you need to prevent an option being available for selection by users then make it inactive. This will mean old options can be displayed correctly in historical records but they are no longer available for use by users.
 </WRAP> </WRAP>
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 ====Positive or negative inventory adjustment==== ====Positive or negative inventory adjustment====
-When any active options of this type are available, they are used in a stocktake (see the [[items:stocktakes|]] page) or when manually creating inventory adjustments (see [[items:inventory_adjustments|]]).+When any active options of these two types are available, they are used in a stocktake (see the [[items:stocktakes|]] page) or when manually creating inventory adjustments (see [[items:inventory_adjustments|]]).
  
 === Stocktakes === === Stocktakes ===
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 {{ :preferences:options_stocktake_error.png?400 |}} {{ :preferences:options_stocktake_error.png?400 |}}
  
-Of course, the same is true if you double-click on a line and edit the **Stock take qty** value to be different from the **Snapshot Quantity**; you must select a reason from the **Adjustment reason** drop down list before you can proceed.+Of course, the same is true if you double-click on a line in the main stocktake window and edit the **Stock take qty** value to be different from the **Snapshot Quantity** in the stock take line edit window; you must select a reason from the **Adjustment reason** drop down list before you can proceed.
  
 If the //Counted quantity// is greater than the **Snapshot quantity** the **Adjustment reason** drop down list is populated with //Positive inventory adjustment// options, if it is smaller then it will be populated with //Negative inventory adjustment// options. If the //Counted quantity// is greater than the **Snapshot quantity** the **Adjustment reason** drop down list is populated with //Positive inventory adjustment// options, if it is smaller then it will be populated with //Negative inventory adjustment// options.
-====New cash out transaction==== 
-**When creating a new [[payments_and_receipts:cash_register:#manual_cash_in_out_transactions|Cash Out]] transaction:** 
  
-A reason must be selected from the **Option** dropdown list.+Any reasons entered on a stocktake are carried through to the corresponding inventory adjustment lines that are created when the stocktake is finalised. 
 + 
 +=== Inventory adjustments === 
 +If there are any active //Positive inventory adjustment// type options, you must select one of them from the **Adjustment reason** drop down list when adding a line to an Inventory adjustment - add stock transaction and they will appear in the **Adjustment reason** column: 
 + 
 +{{ :preferences:screenshot_2020-06-12_at_11.02.32.png?600 |}} 
 + 
 +If there are any active //Negative inventory adjustment// type options, you must select one of them from the **Adjustment reason** drop down list when adding a line to an Inventory adjustment - reduce stock transaction: 
 + 
 +{{ :preferences:screenshot_2020-06-12_at_11.06.20.png?600 |}} 
 +====New cash out transaction==== 
 +When creating a new cash out transaction (see the [[payments_and_receipts:cash_register:#manual_cash_in_out_transactions|Cash Out]] section for details), if there are any active //New cash out transaction// type options then you must select a reason from the **Option** dropdown list that is displyed in the window:
  
 {{ :preferences:options_new_cash_out.png?400 |}} {{ :preferences:options_new_cash_out.png?400 |}}
  
 ====Payment type==== ====Payment type====
-**When creating a [[payments_and_receipts:prescription_payments|Prescription in a dispensary where you receive payments]]:** +When entering payments on a prescription (see the [[payments_and_receipts:prescription_payments|]] page for details), if there are any active //Payment type// options then you must select one from the drop down list in the //Payment details// section on the //Payment// tab of the prescription before a payment can be saved:
- +
-An option must be selected from the **Payment Type** dropdown list when confirming the payment.+
  
-{{ :preferences:options_payment_type_in_prescripton.png?nolink&600 |}}+{{ :preferences:options_payment_type_in_prescripton.png?600 |}}
  
 \\ \\
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 |  //  Previous:  **[[preferences:barcode_scanning]]** | | Next: **[[preferences:custom_fields]]** //  | |  //  Previous:  **[[preferences:barcode_scanning]]** | | Next: **[[preferences:custom_fields]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2020/06/12 09:49
  • by Gary Willetts