reports:purchasing

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reports:purchasing [2019/10/25 19:57] – [11.04. Purchasing] Emily Porrelloreports:purchasing [2024/02/16 11:33] (current) – [Report output] Ujwal Khatry
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-====== 11.04. Purchasing reports ====== +====== 13.04. Purchasing reports ======
- +
 Purchasing reports (focused on what you have ordered and what you have received and what you want to order) are available at //Report// > //Purchasing//. The following report types are available: Purchasing reports (focused on what you have ordered and what you have received and what you want to order) are available at //Report// > //Purchasing//. The following report types are available:
  
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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.
 +
 +<WRAP center round important 60%>
 +The logic behind the calculations involved in this report is described in detail on the [[purchasing:ordering_from_suppliers#logic_used_for_calculating_purchase_order_quantities|6.01. Ordering stock from suppliers]] page.
 +</WRAP>
 +
 <WRAP info center round 90%> <WRAP info center round 90%>
-Not that there are currently 2 options for the suggested order report - //Suggested ordering report// and //Suggested ordering [Excel] report//. They both have the same options as defined below but the second Excel only report will run much more quickly than the first one, even if the first one is exported to Excel. This is a temporary situation: the first option will be removed in a later version of mSupply and the Ezcel only option will be the only option available.+There are currently 2 options for the suggested order quantities report:  **Suggested ordering report** and **Suggested ordering [Excel] report**. They both have the same options as defined below but the second Excel only report will run much more quickly than the first one, even if the first one is exported to Excel. This is a temporary situation: the first option will be removed in a later version of mSupply and the Excel option will be the only option available.
 </WRAP> </WRAP>
  
-Use this report for mSupply to analyse your current stock and, based upon a required number of days stock cover which you enter, suggest how much of each stock item you should consider ordering. You'll see this window:+You'll see this window: 
 +{{ :reports:suggested_order_report_2024-02-16-t16-56.png?600 |}}
  
-{{ :reports:reports2-11.png }} 
  
 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 "amox" into the field. 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 "amox" into the field.
  
 {{ :reports:reports2-12.png }} {{ :reports:reports2-12.png }}
- 
 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 //Preferences// are displayed. 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 //Preferences// are displayed.
  
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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 "infinite" cover- any stock you do have is going to last you forever **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 "infinite" cover- any stock you do have is going to last you forever
  
-**Order quantity for X months stock cover:** In this field, enter the number of days stock cover you want to have available. The report will automatically take into account any stock you already have, so all you need to do is enter how many days cover you want, starting from right now, in this box.+**Months stock required:** In this field, enter the number of months stock cover you want to have available. The report will automatically take into account any stock you already have, so all you need to do is enter how many months cover you want
 + 
 +**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 examplemSupply will only aim to distribute stock if the expiry is more than 3 months away. This updated feature is only available in mSupply v7.12 or later.   
 + 
 +This topic is huge so it may be worth reading this topic [[faq:wastage_prediction_due_to_expiry_v7-12|Stock wastage prediction for ordering]]
  
 **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 ">>>>" this means you have no usage of that item, so you have "infinite" cover (i.e. if you don't have any usage your current stock with last forever, from a usage point of view, if not from an expiry date point of view!)+ 
 +A typical `Suggested Order` report will look something like below. 
 + 
 +{{ :reports:suggested_report_typical_2024-02-16-t17-09.png?800 |}} 
 + 
 +Important Columns and their meaning :  
 +  Stock on hand This is your stock including expired or potentially un-usable stock. 
 +  Expiring stock : mSupply looks into the future and predicts the quantity of stock that is likely to be wasted. 
 +  * Effective SOH : This is the Effective stock on hand. i.e  `Stock on hand`  - `Expiring stock
 +  * Effective Months of Stock : This is the months cover calculated using the `Effective SOH` value. 
 +  * Suggested order : This is the suggested order and will depend on `Effective SOH`  and `Effective Months of Stock` 
 + 
 +For a more detail guide click on this topic : [[faq:wastage_prediction_due_to_expiry_v7-12|Stock wastage prediction for ordering]].
  
 ===== 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. You get an option to price your suggested order. 
 + 
 +{{ :reports:suggested_order_quant_with_price-2024-02-16-t16-58.png?600 |}} 
 + 
 +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:transactions|16.03. Transaction reports]]     Next: [[reports:requisitions|16.05. Requisition reports]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[reports:transactions]]** | | Next: **[[reports:requisitions]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
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  • Last modified: 2019/10/25 19:57
  • by Emily Porrello