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purchasing:ordering_from_one_store_to_another [2020/04/13 10:13] – Craig Drown | purchasing:ordering_from_one_store_to_another [2023/01/26 15:46] – [Using a purchase order to order from another store] Gary Willetts | ||
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{{indexmenu_n> | {{indexmenu_n> | ||
<wrap info> | <wrap info> | ||
+ | {{tag> | ||
====== 6.04. Ordering from one store to another ====== | ====== 6.04. Ordering from one store to another ====== | ||
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There are two ways you can do this: | There are two ways you can do this: | ||
- | * Create [[purchasing: | + | * Create [[purchasing: |
- | * In versions of mSupply | + | * The recommended (since |
- | - create internal order to supplying store in requesting store | + | Internal orders |
- | - when the internal order is finalised, a response requisition is automatically created in the supplying store | + | </ |
- | - in the supplying store, multiple | + | [[purchasing: |
- | - when each customer invoice is finalised, a supplier invoice is automatically created in the requesting store | + | - In the requesting store: |
- | + | - Create an Internal Order to the supplying store. | |
+ | - When the internal order is finalised, a response requisition is automatically created in the supplying store | ||
+ | - In the supplying store: | ||
+ | - One or more customer invoices can be created from a single | ||
+ | - When each customer invoice is finalised, a supplier invoice is automatically created in the requesting store | ||
===== Internal Orders | ===== Internal Orders | ||
- | Internal Orders are also known as request requisitions. | + | Internal Orders are also known as supplier requisitions or request requisitions. |
==== Entering an internal order ==== | ==== Entering an internal order ==== | ||
- | To begin the process, choose // Supplier > Show internal orders// or click on the //Internal orders// icon on the // | + | To begin the process, choose //Supplier > Show internal orders// or click on the //Internal orders// icon on the // |
+ | |||
+ | {{ : | ||
+ | |||
+ | The following window will open, showing you a list of all existing internal orders: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Click on the //Show// drop down list to filter the list by the status of the internal orders: | ||
- | {{ : | + | {{ : |
- | Click on the //Show// drop down list to filter | + | After filtering this way, if the list is too long to find a particular internal order you are interested in then you can type something in the Search field. If you type anything in the Search field, only requisitions with a supplier name, requisition number, program or comment that contain what you typed will be displayed. |
Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. | Either double-click on an existing order to edit it, or click the **New internal order** button to create a new one. | ||
- | If you have activate | + | If you have activated |
The example below has a few lines already entered: | The example below has a few lines already entered: | ||
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{{ : | {{ : | ||
- | * The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first key characters and hit the //Tab// key to find matches). | + | * The //Name// will default to the supplying store for the current store, but any other store in the data file can be selected in the usual way (i.e. enter the first few characters and hit the //Tab// key to find matches). |
* The //Order date// defaults to the current date. You can change it. | * The //Order date// defaults to the current date. You can change it. | ||
* Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | * Use either the **New line** button to manually add a single item, or **Add from master list** to add any items in the current store' | ||
* If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell. | * If adding from a master list, the cursor will go into the first new item's //User requested quantity// cell. | ||
- | * If adding a single item, the cursor will go into the //User requested quantity// cell for that item. | + | * If adding a single item, the cursor will go into the //User requested quantity// cell for that item when it has been added. When you click on the **New line** button, this window opens:{{ : |
- | <WRAP center round important> | + | * **Item:** Type the first few characters of the item's name and press the //Tab// key on the keyboard to select the item from a list of items whose name or code begins with what you typed. |
+ | * **User requested: | ||
+ | * **Comment: | ||
+ | * Click on the **OK** button to add the line to the requisition, | ||
+ | |||
+ | <WRAP center round info> | ||
* For each item, | * For each item, | ||
* mSupply already knows //Our stock on hand// | * mSupply already knows //Our stock on hand// | ||
* mSupply calculates the //Average monthly consumption// | * mSupply calculates the //Average monthly consumption// | ||
- | * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// | + | * mSupply calculates the //Months of stock// from //Our current stock on hand// and the //Average monthly consumption// |
* The // | * The // | ||
+ | |||
+ | * If the //Use consumption and stock from customers for internal orders// store preference is turned on (see [[other_stuff: | ||
* The //Max MOS// is critical to this calculation, | * The //Max MOS// is critical to this calculation, | ||
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==== Programs ==== | ==== Programs ==== | ||
- | Activating | + | See the [[items:programs]] page for information on setting up programs. |
- | Here is an example configured | + | |
- | {{:purchasing: | + | Using programs activates a comprehensive system for managing orders and supplies by program. When you click on the **New internal order button**, before the order window opens, another window appears to allow you to select the program and period etc. that the order belongs to: |
+ | {{ : | ||
- | **Normal or Emergency Orders:** When creating an order type for a [[items: | + | |
- | If you choose | + | * **Order details section** |
- | You will usually only be able to place one normal order per period. | + | * **Program: |
- | + | * **Requisition type:** Select one of the types of order you have defined for this program. Normal orders | |
- | If you choose | + | * **Supplier: |
+ | * **Period:** The period this requisition is for. Will contain a list of all the periods which are still available for you to enter a requisition for i.e. those for which you have not already entered the maximum number of requisitions. The //Start date// and //End date// fields show the dates of the start and end of the selected period. | ||
+ | When you click on the **OK** button on this window, the requisition is created for you. The items defined for the program are automatically added to it and the suggested order quantity is calculated for you following the quantification rules. | ||
+ | Note that items belonging to the program will only be added to the order if they are also visible in the supplying store. This is to avoid the situation where you request an item that they don't have visible to them and therefore can never have any stock to supply! | ||
===== Purchase orders ===== | ===== Purchase orders ===== | ||
- | This method is deprecated: | + | * This method |
+ | * Purchase orders are used for [[purchasing: | ||
==== Using a purchase order to order from another store ==== | ==== Using a purchase order to order from another store ==== | ||
For the most part, the process is the same as for [[purchasing: | For the most part, the process is the same as for [[purchasing: | ||
- | * In the //Name// field of the purchase order, enter the name of the store which will supply your goods. | + | * In the //Name// field of the purchase order, enter the name of the **store** which will supply your goods. |
<WRAP center round important 90%> | <WRAP center round important 90%> | ||
- | The names of suppliers which are stores will appear in //RED// in the choice list of suppliers. | + | The names of suppliers which are stores will appear in //RED// in the choice list of suppliers. |
+ | |||
+ | From mSupply v7.0 this method of ordering from another store has been removed. Store names have been filtered out of the name selection so it is not possible to send an internal requisition to another store this way. | ||
</ | </ | ||
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{{ : | {{ : | ||
- | Once confirmed, it will no longer be possible to modify the purchase order lines, except for updating the expected data of delivery (EDD). | + | Once confirmed, it will no longer be possible to: |
+ | * modify the purchase order lines, except for updating the expected data of delivery (EDD). | ||
+ | * delete the purchase order or any of its lines (mSupply will give you a warning if you try). | ||
==== Processing the order (supplying store) ==== | ==== Processing the order (supplying store) ==== | ||
- | For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods: | + | For versions of mSupply newer than v4.01, confirming the purchase order will create a [[issuing_goods: |
Once each customer invoice has been **finalised**, | Once each customer invoice has been **finalised**, | ||
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Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods: | Notice that on the goods received note the lines from the customer invoice will have been filled in automatically. Process the goods received note in [[receiving_goods: | ||
- | | // Previous: | + | | // Previous: |
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||