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reports:purchasing [2017/06/07 15:59] – [Purchasing] Gary Willetts | reports:purchasing [2024/02/16 11:33] – [Report output] Ujwal Khatry | ||
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- | ====== | + | {{indexmenu_n> |
- | {{entry> | + | ====== |
Purchasing reports (focused on what you have ordered and what you have received and what you want to order) are available at //Report// > // | Purchasing reports (focused on what you have ordered and what you have received and what you want to order) are available at //Report// > // | ||
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The first 2 options contain several different reports (see below). Select the required report type by clicking on it. | The first 2 options contain several different reports (see below). Select the required report type by clicking on it. | ||
- | ===== Purchase | + | ===== Purchase |
{{ : | {{ : | ||
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* The //Ordered Item Report// will list items that are on Purchase Orders according to criteria specified. | * The //Ordered Item Report// will list items that are on Purchase Orders according to criteria specified. | ||
* The //Goods Received date vs Order date// | * The //Goods Received date vs Order date// | ||
- | * The //Goods Received date vs Order date - Show items// report: | ||
{{ : | {{ : | ||
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Note that the number of lines received may not match the number ordered as a single Purchase Order line may be supplied in split deliveries, as in example shown, or an ordered line may not be supplied at all. | Note that the number of lines received may not match the number ordered as a single Purchase Order line may be supplied in split deliveries, as in example shown, or an ordered line may not be supplied at all. | ||
+ | * The //Goods Received date vs Order date - Show items// report. | ||
* The // | * The // | ||
* Note that Purchase Orders whose status is // Finalised// (" | * Note that Purchase Orders whose status is // Finalised// (" | ||
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* actual delivery - the actual date that items were delivered | * actual delivery - the actual date that items were delivered | ||
- | The report will include items/ | + | The report will include items/ |
== Report on names... == | == Report on names... == | ||
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== Report on purchase orders... == | == Report on purchase orders... == | ||
- | In the same way you can also filter | + | In the same way, you can also filter |
- | ===== Purchases... ===== | + | ===== Purchases ===== |
{{ : | {{ : | ||
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===== Suggested order quantities ===== | ===== Suggested order quantities ===== | ||
+ | Use this report for mSupply to analyse your current stock and, based upon a required number of months of stock cover which you enter, suggest how much of each stock item you should consider ordering. | ||
- | Use this report | + | <WRAP center round important 60%> |
+ | The logic behind the calculations involved in this report | ||
+ | </ | ||
+ | |||
+ | <WRAP info center round 90%> | ||
+ | There are currently 2 options for the suggested order quantities report: | ||
+ | </ | ||
+ | |||
+ | You'll see this window: | ||
+ | {{ : | ||
- | {{ : | ||
If you want to report on all items, leave the item name field blank, otherwise enter an item name or code. For example, to report on amoxycillin stocks, you could enter " | If you want to report on all items, leave the item name field blank, otherwise enter an item name or code. For example, to report on amoxycillin stocks, you could enter " | ||
{{ : | {{ : | ||
- | |||
The drop down list, after the item name and code choices, lists several other fields, including any user defined fields, where the names that you have defined for custom item fields in the // | The drop down list, after the item name and code choices, lists several other fields, including any user defined fields, where the names that you have defined for custom item fields in the // | ||
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**Include items with no usage in the last 12 months:** If this box is checked, items which have not been used over the last year will be included. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have " | **Include items with no usage in the last 12 months:** If this box is checked, items which have not been used over the last year will be included. This check box will have no effect if the previous "days cover" field is filled in, as an item with no usage will have " | ||
- | **Order quantity for X months | + | **Months |
+ | |||
+ | **Exclude stock that will expire within 3 months of projected consumption date** is a new/updated checkbox to accurately predict amount of stock that is likely to be wasted due to expiry and current consumption rate. In this current example, mSupply will only aim to distribute stock if the expiry is more than 3 months away. This updated feature is only available | ||
+ | |||
+ | This topic is huge so it may be worth reading this topic [[faq: | ||
**Open report in Excel:** Checking this box opens Excel (or any other installed spreadsheet application) and displays the report as a spreadsheet. If you want to save the report, choose File > Save as... in your spreadsheet application. | **Open report in Excel:** Checking this box opens Excel (or any other installed spreadsheet application) and displays the report as a spreadsheet. If you want to save the report, choose File > Save as... in your spreadsheet application. | ||
==== Report output ==== | ==== Report output ==== | ||
- | **Cover column: ** if the column prints ">>>>" | + | |
+ | A typical `Suggested Order` report will look something like below. | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Important Columns and their meaning : | ||
+ | | ||
+ | | ||
+ | * Effective SOH : This is the Effective stock on hand. i.e | ||
+ | * Effective Months | ||
+ | * Suggested order : This is the suggested order and will depend on `Effective SOH` and `Effective Months | ||
+ | |||
+ | For a more detail guide click on this topic : [[faq: | ||
===== Suggest order quantities with prices and price extension ===== | ===== Suggest order quantities with prices and price extension ===== | ||
- | This report is an extension of the previous one, allowing you to see what the suggested order will cost. The filter choices you have are the same as for the suggested order quantities report. | + | This report is an extension of the previous one, allowing you to see what the suggested order will cost. The filter choices you have are the same as for the suggested order quantities report. |
+ | |||
+ | {{ : | ||
+ | |||
+ | Key Column headers : | ||
+ | * Unit Price : Calculated via the latest price or by supplier quotes or using average prices received during the look back period. The `look back period` is the same setting that is used to calculate average monthly stock usages. | ||
+ | * Price extension (Suggested) : This is the predicted cost of a future order based on Unit Price. | ||
+ | * Annual consumption (quantity) : This is the predicted stock usage over a year based on the latest average monthly consumption. | ||
+ | * Annual consumption (cost) : Potential annual cost based on unit price. | ||
- | // Previous: [[reports:customer_ordered_shortfall|Customer Ordered Shortfall Report]] | + | \\ |
+ | \\ | ||
+ | | | ||
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+ | pagestatus.status | ||
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