Different Approaches for store room managers to correct historical stock card line items.
There might be a case when store room manager created an incorrect stock card line item and he did not realize it after a certain period. When store room manager realized this incorrect line item, he would like to correct it. Thus, OpenLMIS should have a function to support store room manager correct any historical stock card line items.
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Date | Receive Quantity | Receive From | Issue Quantity | Issue to | Adjustment Quantity | Adjustment Reason | Stock on hand |
---|---|---|---|---|---|---|---|
10 Jan | 50 | Facility 1 | 50 | ||||
12 Jan | 10 | Ward 1 | 40 | ||||
12 Jan | +10 | Data Correction | 50 | ||||
12 Jan | 20 | Ward 1 | 30 | ||||
13 Jan | 10 | Expired | 20 |
Option C
Shiyu Jin (Deactivated) I didn't have time to make screen shots for the selecting of the transaction to correct. If you have time it would be great.
- the user indicates they want to do a correction on a specific transaction/stock card lineitem (either through a reversal/data correction screen or view soh screen by selecting "data correction: or something...)
- user selects the specific stock event (12 Jan Issue to Ward 1 of 10)
- enters the correct information (12 Jan Issue to Ward 1 of 20), if you want to make a new stock line item
- the following is captured in the system and could be a retrieved by auditors, but it is not what the end user would view
Date Description Debit Credit Balance 10 Jan Receive from Facility 1 50 50 12 Jan Issue to Ward 1 10 40 12 Jan Data correction (reversal) 10 50 12 Jan Correct Issue to Ward 1 20 30 13 Jan Expired 10 20
- the storeroom manger would view the following. Potentially we could have it where you could click on the corrected transaction to see the history but I think the main point is that the system will display the corrected action and the system will do the reversal in the backend.
Horizontal View
Date Receive Quantity Receive From Issue Quantity Issue to Adjustment Quantity Adjustment Reason Stock on hand 10 Jan 50 Facility 1 50 12 Jan 20 Ward 1 30 13 Jan 10 Expired 20 Or a Vertical View
Date Description Source/Destination Quantity Stock on Hand 10 Jan Receive Facility 1 50 50 12 Jan Issue Ward 1 20 30 13 Jan Expired 10 20
- If user wants to delete a historical stock line item then:
- User's view on the stock card after deletion of the wrong stock line item
- Audit's view on the stock card after deletion of the wrong stock line item
- User's view on the stock card after deletion of the wrong stock line item
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