Differences

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

--- en:mobile:user_guide:supplier_requisitions [2021/09/03 02:46] – [New Supplier Requisition] Mark Glover
+++ en:mobile:user_guide:supplier_requisitions [2022/02/12 06:01] (current) – [Small Orders] Mark Glover
@@ Line 8: / Line 8: @@
 <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-214456.png?600 }}<WRAP clear/>
-The Supplier Requisition window will display **Current** requisitions by default.
+==== Current Supplier Requisitions ====
+The Supplier Requisition window will start by displaying **Current** requisitions.
 <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-214525.png?600 }}<WRAP clear/>
-These are the requisitions that are **In Progress** (in the **Status** column). You can tap on any unfinalised requisition to open and continue work.
+These are the requisitions that are **In Progress** (see the **Status** column).  These are supplier requisitions that you have not yet sent off to your supplying store.  You can tap on any **In Progress** requisitions to open and continue work.
-<WRAP center round tip 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 tip 60%>
+**In Progress** Supplier Requisitions in mSupply Mobile are the same as mSupply Desktop Internal Orders with status = ''sg''.
+</WRAP>
-To view completed supplier requisitions, tap the **Past** tab.
+<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 past Supplier Requisitions, tap the **Past** tab.
 <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-214600.png?600 }}<WRAP clear/>
@@ Line 23: / Line 31: @@
 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 ====
@@ Line 36: / Line 46: @@
 === Small Orders ===
-If you only have a few items, tap ''New Item''. This is the best option for small orders.
+If you only have a few items, tap **New Item**. This is the best option for small orders.
 <WRAP clear/>{{ :en:mobile:user_guide:pasted:20210201-220006.png?600 }}<WRAP clear/>\\
 Start typing to search for the item.
@@ Line 45: / Line 54: @@
 \\
-In this case, we need to purchase Ibuprofen 200mg tablets so we select this item.
+In this case, we need to purchase **Ibuprofen 200mg tablets** so we select this item.
 {{ :en:mobile:user_guide:pasted:20210202-013508.png?600 }}
 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 a configurable number of months (refer [[https://docs.msupply.org.nz/other_stuff:virtual_stores#preferences_tab|Store Preferences tab]]), but defaults to **3**).
-  ***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.  This is calculated as:
+    * **Monthly Use** x **Max MOS** - **Current Stock**
+    * So, for the above example for Ibuprofen 200mg tablets,  **Suggested Quantity** = (**453** x **2**) - **80** = **827**
+<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>
+  *** Requested Quantity**: this is set to zero by default. You can do either of the following:
+    * Accept the **Suggested Quantities** by tapping on the **Use Suggested Quantities** button.  This populates all cells.
+    * Change the values manually by tapping in the cell and changing the number.  You can also do this after accepting the **Suggested Quantities** by tapping on the **Use Suggested Quantities** button.
-<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.
@@ Line 79: / Line 111: @@
 ==== 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 }}
-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 ====
-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 }}
@@ Line 93: / Line 125: @@
 ==== 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/>
 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.