purchasing:ordering_from_suppliers

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
purchasing:ordering_from_suppliers [2024/11/04 12:41] – [Calculate required stock quantity] Gary Willettspurchasing:ordering_from_suppliers [2025/05/05 00:51] (current) – [Purchase order status explained] Mark Prins
Line 68: Line 68:
  
 ==== Forecast future consumption ==== ==== Forecast future consumption ====
-See [[reports:purchasing#quantification|Quantification]] for a more detailed discussion of the various possible methods of quantification available in mSupply.  For this discussion, the default 'Don't Adjust AMC' method is used, where the historic consumption is summed up for the number of months specified (defaulting to 12), and divided by the number of months.  The assumption here is that future consumption will continue at the same level as historic consumption.  mSupply has a number of other options for making a forecast of future consumption match what you think will happen or for accommodating features of your consumption data.  All of these methods are documented on the [[items:forecasting]] page.+See [[reports:purchasing#quantification|Quantification]] for a more detailed discussion of the various possible methods of quantification available in mSupply.  For this discussion, the default 'Don't Adjust AMC' method is used, where the historic consumption is summed up for the number of months specified (defaulting to 12), and divided by the number of months.  The assumption here is that future consumption will continue at the same level as historic consumption.  mSupply has a number of other options for making a forecast of future consumption match what you think will happen or for accommodating features of your consumption data. The [[items:forecasting]] page contains a general descripotion and links to further detail.
  
 ==== Calculate required stock quantity ==== ==== Calculate required stock quantity ====
Line 126: Line 126:
 Purchase order quantity = stock required - current stock level + stock on backorder to customers - stock on order from suppliers. Purchase order quantity = stock required - current stock level + stock on backorder to customers - stock on order from suppliers.
  
-If the current stock levels and / or stock on backorder from suppliers is high enough, the above equation produces a negative number.  This means that this item does not need to be procured during this ordering cycle.  So, for the purposes of this mSupply calculation, Purchase order quantity = //maximum// of //zero// and //the above expression//.  This is expressed mathematically as:+If the current stock levels and / or stock on backorder from suppliers is high enough, the above equation produces a negative number.  This means that this item does not need to be procured during this ordering cycle.  So, for the purposes of this mSupply calculation, the Purchase order quantity = //zero// or the value of //the above expression//, whichever is the greater.  This is expressed mathematically as:
  
 <wrap em>Purchase order quantity = MAX(0,stock required - current stock level + stock on backorder to customers - stock on backorder from suppliers)</wrap> <wrap em>Purchase order quantity = MAX(0,stock required - current stock level + stock on backorder to customers - stock on backorder from suppliers)</wrap>
Line 617: Line 617:
  
 ==== Purchase order status explained ==== ==== Purchase order status explained ====
 +
 +<WRAP center round important 90%>
 +Purchase orders generated from a tender will start with the status "tn" (for "tender"). For more information on purchase orders from tenders see  the [[tender_management:creating_purchase_orders#converting_to_a_normal_purchase_order|18.07. Analysing supplier responses and creating purchase orders]] page for details
 +</WRAP>
  
  
Line 626: Line 630:
     * Confirmed POs can have new lines added to them but only with an adjusted quantity, not an original quantity. This is to allow for amendments made by the supplier after they have received the order.     * Confirmed POs can have new lines added to them but only with an adjusted quantity, not an original quantity. This is to allow for amendments made by the supplier after they have received the order.
     * Details of existing confirmed PO lines can be amended. Their adjusted quantity can be amended (to reflect changes made by the supplier) original quantity cannot be amended.     * Details of existing confirmed PO lines can be amended. Their adjusted quantity can be amended (to reflect changes made by the supplier) original quantity cannot be amended.
-    * Lines can be deleted form a confirmed purchase order as long as nothing has been received against them on a goods received note. If any part of a line has been received on a goods received note then mSupply will show an alert and will not allow you to delete the line.+    * Lines can be deleted from a confirmed purchase order as long as nothing has been received against them on a goods received note. If any part of a line has been received on a goods received note then mSupply will show an alert and will not allow you to delete the line.
   * Once no more stock is to be received against a PO, it can be finalised.  An order becomes finalised by clicking on the //Finalise order// tick-box at the bottom left of the PO window.   * Once no more stock is to be received against a PO, it can be finalised.  An order becomes finalised by clicking on the //Finalise order// tick-box at the bottom left of the PO window.
     * POs that have been finalised have status "fn" (for "finalised") and an appropriate log entry is created.     * POs that have been finalised have status "fn" (for "finalised") and an appropriate log entry is created.
Line 700: Line 704:
 === Contract signed date, Advance paid and Received at port fields === === Contract signed date, Advance paid and Received at port fields ===
 Enter dates in these fields as appropriate. They are all optional unless any of them are made compulsory by turning on the appropriate preferences on the //Purchase orders 2// tab of the **File > Preferences...** menu item. See [[preferences:purchase_orders#purchase_order_2_tab|Purchase order preferences]] for more details. Enter dates in these fields as appropriate. They are all optional unless any of them are made compulsory by turning on the appropriate preferences on the //Purchase orders 2// tab of the **File > Preferences...** menu item. See [[preferences:purchase_orders#purchase_order_2_tab|Purchase order preferences]] for more details.
 +
 +===Minimum expiry date field===
 +This field is only turned on if the //Items received from a purchase order must be within a minimum expiry date// store preference is turned on (see the [[other_stuff:virtual_stores#preferences_tab|26.07. Virtual stores]] page for details on how to turn it on).
 +
 +If a valid date is entered in this field, stock received on a goods received note must have an expiry date that is later than this date. Otherwise, you will not be able to finalise the goods received note. Please note, this setting does not affect supplier invoices.
  
 === Heading message === === Heading message ===
  • Last modified: 2024/11/04 12:41
  • by Gary Willetts