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en:mobile:user_guide:supplier_requisitions [2021/09/03 02:58] – [Supplier Requisitions (General Orders)] Mark Gloveren:mobile:user_guide:supplier_requisitions [2022/02/12 05:49] – [Small Orders] Mark Glover
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 <WRAP center round tip 60%> <WRAP center round tip 60%>
-**In Progress** Supplier requisitions in mSupply Mobile are the same as mSupply Desktop Internal orders with status = ''sg''.+**In Progress** Supplier Requisitions in mSupply Mobile are the same as mSupply Desktop Internal Orders with status = ''sg''.
 </WRAP> </WRAP>
  
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 <WRAP center round info 900px> The orange badge above **Supplier Requisitions** on the home page tells you if there are any unfinalised supplier requisitions - in the screenshots above, you can see that there is one unfinalised supplier requisition.</WRAP> <WRAP center round info 900px> The orange badge above **Supplier Requisitions** on the home page tells you if there are any unfinalised supplier requisitions - in the screenshots above, you can see that there is one unfinalised supplier requisition.</WRAP>
  
 +==== Past Supplier Requisitions ====
  
-To view completed supplier requisitions, tap the **Past** tab.  +To view past Supplier Requisitions, tap the **Past** tab.  
  
 <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-214600.png?600 }}<WRAP clear/> <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-214600.png?600 }}<WRAP clear/>
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 The list of past requisitions will all have a **Status** of **Finalised**. You can tap on any row to view a finalised requisition.  However, no further changes can be made to finalised requisitions. The list of past requisitions will all have a **Status** of **Finalised**. You can tap on any row to view a finalised requisition.  However, no further changes can be made to finalised requisitions.
  
 +<WRAP center round tip 60%> 
 +**Finalised** Supplier Requisitions in mSupply Mobile are the same as mSupply Desktop Internal Orders with status = ''fn''
 +</WRAP>
  
 ==== New Supplier Requisition ==== ==== New Supplier Requisition ====
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 When you select an item, it will be added to the requisition. The following information is provided about the item: When you select an item, it will be added to the requisition. The following information is provided about the item:
-  ***Item Code** and **Item Name**: as per your mSupply item list details +  * **Item Code** and **Item Name**: as per your mSupply item list details 
-  ***Current Stock**: how much stock currently available in your facility +  * **Current Stock**: how much stock currently available in your facility 
-  ***Monthly Use**: how much stock your facility uses each month on average (based on the last three months). +  * **Monthly Use**: how much stock your facility uses each month on average (based on the last three months). 
-  ***Suggested Quantity**: how much stock mSupply Mobile suggests that you order based on your monthly use and the maximum months of supply you wish to order for your facility.+  * **Suggested Quantity**: how much stock mSupply Mobile suggests that you order based on (see info box below): 
 +    * **Monthly Use** 
 +    * **Max MOS**, the maximum months of supply you wish to order for your facility 
 + 
 +<WRAP center round info 90%> mSupply Mobile has a feature that helps you determine the quantity of stock to order.  
 +  * Select the number of months of supply that you wish to order using the **Max MOS** dropdown box in the header.  If you select a larger Max MOS, the suggested quantity of stock to order will be larger. 
 +  * Suggested quantity is calculated as **(Monthly Use x Max MOS) - Current Stock**. 
 +  * So for the above example for Ibuprofen 200mg tablets: (**453** * **2**) - **80** = **827** 
 +</WRAP> 
 + 
 +<WRAP center round tip 60%> 
 +What should **Max MOS** be set to? 
 + 
 +<wrap em>Max MOS</wrap> = <wrap em>Lead time</wrap> +<wrap em> Order cycle</wrap> + <wrap em>Buffer stock</wrap> 
 + 
 +  * <wrap em>Lead time</wrap>:  The time between creating the requisition and receiving the stock.  For most facilities using mSupply Mobile, we can hope that this will be no more than **1** month 
 +  * <wrap em>Order cycle</wrap>:  This is the frequency of ordering.  If it is every month, this will be **1**, if it is once per quarter, then this will be **3**. 
 +  * <wrap em>Buffer stock</wrap>:  This is the safety margin of stock that the facility //plans// for.  The safety margin accounts for things such as an order being missed, or delivery delayed.  A common approach is to set this to //twice// the Order cycle. 
 + 
 +So, if we have: 
 +  * <wrap em>Lead time</wrap> = **1** 
 +  * <wrap em>Order cycle</wrap> = **1** 
 +  * <wrap em>Buffer stock</wrap> = **2** x **1** = **2** 
 + 
 +Then: 
 +  * <wrap em>Max MOS</wrap> = **1** + **1** + **2** = <wrap em>4</wrap> 
 + 
 +</WRAP>
  
-<WRAP center round info 90%> mSupply Mobile has a tool that helps you determine the quantity of stock to order.  
-Select the number of months of supply that you wish to order using the **MaxMOS** dropdown box in the header.  If you select a larger MaxMOS, the suggested quantity of stock to order will be larger. 
-Suggested quantity is calculated as **(Monthly Use x MaxMOS) - Current Stock**.  So for the above example for Ibuprofen 200mg tablets, (453*2)-80=827</WRAP> 
  
   *** Requested Quantity**: this is set to zero by default. You can either change manually by tapping in the cell and changing the number.     *** Requested Quantity**: this is set to zero by default. You can either change manually by tapping in the cell and changing the number.  
 +
  
  
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 ==== Use Suggested Quantities ==== ==== Use Suggested Quantities ====
-If you tap ''Use Suggested Quantities'' on the requisition header, mSupply Mobile will automatically copy the values in the **Suggested Quantity** column into the **Requested Quantity** column.+If you tap **Use Suggested Quantities** on the requisition header, mSupply Mobile will automatically copy the values in the **Suggested Quantity** column into the **Requested Quantity** column.
 {{ :en:mobile:user_guide:pasted:20210202-010348.png?600 }} {{ :en:mobile:user_guide:pasted:20210202-010348.png?600 }}
  
-Please note, when you tap ''Use Suggested Quantities'', this will overwrite any value that had previously been entered in the **Requested Quantity** column.  However, you can still check the amount of stock requested for each item and change if required afterward.+Please note, when you tap **Use Suggested Quantities**, this will overwrite any value that had previously been entered in the **Requested Quantity** column.  However, you can still manually overwrite the amount of stock requested for each item afterward.
  
  
 ==== Create Automatic Order ==== ==== Create Automatic Order ====
-If you tap ''Create Automatic Order'' on the requisition header, mSupply Mobile will automatically create a supplier requisition with all items stocked at your facility (from all Master Lists) that require stock.  That is, any item at your facility that has a suggested quantity greater than zero will be listed. The **Requested Quantity** column will also be filled with the suggested quantity value.  +If you tap **Create Automatic Order** on the requisition header, mSupply Mobile will automatically create a supplier requisition with all items stocked at your facility (from all Master Lists) that require stock.  That is, any item at your facility that has a suggested quantity greater than zero will be listed. The **Requested Quantity** column will also be filled with the suggested quantity value.  
  
 {{ :en:mobile:user_guide:pasted:20210202-011547.png?600 }} {{ :en:mobile:user_guide:pasted:20210202-011547.png?600 }}
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 ==== Finalising a Supplier Requisition ==== ==== Finalising a Supplier Requisition ====
-Tap the ''Finalise'' button, then ''Confirm'' and your order will go to the supply store. +Tap the **Finalise** button, then **Confirm** and your order will go to the supply store. 
 {{ mobile:finalise.png?nolink |}}<WRAP clear/> {{ mobile:finalise.png?nolink |}}<WRAP clear/>
 Even if you don't have a current internet connection, it's ok! The order will send automatically once your device is able to connect to the internet.           Even if you don't have a current internet connection, it's ok! The order will send automatically once your device is able to connect to the internet.          
  • en/mobile/user_guide/supplier_requisitions.txt
  • Last modified: 2022/02/12 06:01
  • by Mark Glover