Differences

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

--- en:mobile:user_guide:supplier_requisitions_program [2019/10/23 19:17] – [6. Click the View Regimen Data button] Emily Porrello
+++ en:mobile:user_guide:supplier_requisitions_program [2021/06/14 02:46] (current) – [Entering Regimen Data] Craig Drown
@@ Line 2: / Line 2: @@
 [[en:mobile:user_guide|{{:banner_mobile_userguide.png?600|mSupply Mobile User Guide menu}}]]
 ----
-===== 5. Supplier Requisitions (Program Orders) =====
+===== Supplier Requisitions (Program Orders) =====
-You would like to order some stock from your supplier (General Warehouse) for a [[https://docs.msupply.org.nz/items:programs|program]].
+If you need to order stock from your supplier for a [[https://docs.msupply.org.nz/items:programs|program]] then you need to create a **Program Order**, which will automatically populate your requisition with items in the program.
+==== Click on Supplier Requisitions ====
-You could create a [[en:mobile:user_guide:supplier_requisitions|General Order]], adding items one by one, but this could take a long time and items may be missed.
-Instead, you can create a **Program Order**, which will automatically populate your requisition with items in the program.
-==== 1. Click on Supplier Requisitions ====
 {{ :mobile:015supplierrequisitions.jpg?600 |}}
 When your store has access to at least one program, creating a Supplier Requisition will prompt you to choose from either a **Program Order** or a **General Order**.
-==== 2. Click on Program Order ====
+==== Click on Program Order ====
 {{ :en:mobile:user_guide:requisition_program_tab.png?600 |}}
-==== 3. Select the Program, Supplier, Order Type and Period ====
+==== Select the Program, Supplier, Order Type and Period ====
 This information must be completed **sequentially**. The arrow points to which step you are up to, and the tick shows which steps have been completed.
@@ Line 25: / Line 20: @@
   * **Threshold MOS:** items with number of months' stock //less// than this value will appear in the order by default
   * **Maximum orders per period:** maximum number of orders that can be placed in a given period
+  * **Max items:** maximum number of items allowed to be ordered for an emergency order (an alert will appear if the maximum number of items is exceeded)
 {{ :en:mobile:user_guide:requisition_program_order_type.png?600 |}}
@@ Line 33: / Line 29: @@
 {{ :en:mobile:user_guide:requisition_program_period.png?600 |}}
-==== 4. Click OK and review the requisition ====
+==== Click OK and review the requisition ====
-The requisition is created and is populated with all program items. Note that you cannot add additional items to a Program Requisition.
+The requisition is created and is populated with all program items.
+**Note that you cannot add additional items to a Program Requisition.**
 {{ :en:mobile:user_guide:requisition_program_hide_overstocked.png?600 |}}
@@ Line 49: / Line 47: @@
-==== 5. You can click on Use Suggested Quantities... ====
+==== Entering quantities to order ====
-If you are certain that you are not ordering an item which you have not previously ordered! By choosing this option, mSupply will automatically calculate the amounts of each item you require, **once it builds up a history of how much stock you're using**.
+By default, the suggested quantity for a program requisition will be set to the suggested quantity. If you have edited suggested quantities, the **Use Suggested Quantities** button will reset the requested quantities to their original values.
-Alternatively, manually enter the **Requested Quantity** for individual items.
 {{ :en:mobile:user_guide:requisition_program_suggested_requested.png?600 |}}
-==== 6. Click the View Regimen Data button ====
-{{ :en:mobile:user_guide:requisition_program_regimen_data.png?600 |}}
+If you want to manually change a requested quantity you can do so.
+However, if you have [[https://docs.msupply.org.nz/preferences:options|reasons configured on the mSupply server]] you will also see a reasons column,
+{{ :en:mobile:user_guide:pasted:20200312-040317.png?800 }}
+You will have have to choose a reason whenever the requested quantity differs from the suggested quantity:
+{{ :en:mobile:user_guide:pasted:20200312-040433.png?800 }}
+The reason is shown after you've chosen one:
+{{ :en:mobile:user_guide:pasted:20200312-040518.png?800 }}
+If you tap on a reason, you'll be able to edit it in the same way you choose a new reason (above).
+==== Entering Regimen Data ====
+Regimen data is "extra information" that you might need to collect on a periodic basis.
+For instance, you might want to record the number of new TB cases each month, possibly broken down into males and females.
+Tap the **Regimen data** button at the top-right of the requisition window:
+{{ :en:mobile:user_guide:requisition_program_regimen_data.png?800 |}}
 If [[https://docs.msupply.org.nz/items:programs|regimen data]] is necessary for the requisition, enter values and comments then close the screen.
-{{ :en:mobile:user_guide:requisition_program_regimen_data_details.png?600 |}}
+{{ :en:mobile:user_guide:requisition_program_regimen_data_details.png?800 |}}
-==== 7. When you are completely sure that everything is correct... ====
+==== When you are completely sure that everything is correct... ====
 Click the **Finalise** button, then **Confirm** and your order will go to the supply store.
-{{ mobile:finalise.png?nolink |}}<WRAP clear/>
+{{ mobile:finalise.png?nolink |}}
 Even if you don't have internet at the time, it's ok! The order will send automatically when you do have internet later.
+Once your supplying store sends you the stock, they will create an invoice, and you will see it appear in mSupply mobile as a **Supplier Invoice**
+[[en:mobile:user_guide:supplier_invoices|This chapter]] tells you how to receive stock.
+\\
+\\
+|  //  Previous:  **[[en:mobile:user_guide:supplier_requisitions|]]** | | Next: **[[en:mobile:user_guide:supplier_invoices|]]** //  |