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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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DateReceive QuantityReceive FromIssue QuantityIssue toAdjustment QuantityAdjustment ReasonStock on hand
10 Jan50Facility 1



50
12 Jan

10Ward 1

40
12 Jan



+10Data Correction50
12 Jan

20Ward 1

30
13 Jan



10Expired20

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.

  1. 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...)


  2. user selects the specific stock event (12 Jan Issue to Ward 1 of 10)
  3. enters the correct information (12 Jan Issue to Ward 1 of 20), if you want to make a new stock line item

  4. the following is captured in the system and could be a retrieved by auditors, but it is not what the end user would view

    1. DateDescriptionDebitCreditBalance
      10 JanReceive from Facility 1
      5050
      12 JanIssue to Ward 110
      40
      12 JanData correction (reversal)
      1050
      12 JanCorrect Issue to Ward 120
      30
      13 JanExpired10
      20

  5. 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.
    1.  Horizontal View

      DateReceive QuantityReceive FromIssue QuantityIssue toAdjustment QuantityAdjustment ReasonStock on hand
      10 Jan50Facility 1



      50
      12 Jan

      20Ward 1

      30
      13 Jan



      10Expired20 

       

    2. Or a Vertical View

      DateDescriptionSource/DestinationQuantityStock on Hand
      10 JanReceiveFacility 15050
      12 JanIssueWard 12030
      13 JanExpired
      1020


  6. If user wants to delete a historical stock line item then:
    1. User's view on the stock card after deletion of the wrong stock line item
    2. Audit's view on the stock card after deletion of the wrong stock line item

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