Superset Reports

Background Info

• Although all facilities will likely perform stock management in the long run, only warehouses will do so in the short term. (This applies equally to National, Provincial, District, and Central warehouses.)
  
  

• Provincial warehouses are on a trimestral schedule - they only submit requisitions every three months.
  
  

• Facilities other than provincial warehouses submit requisitions on a monthly schedule.

Stock on Hand Reports

Stock data and delineated reasons for wastage may be specified both within requisitions and the stock-management module. We thus need to decide which of these services should be used as the source of the Stock on Hand reports.

• Using the stock-management service is appealing because its values are always up to date. This is especially true for warehouses, where requisitions are only submitted every three months. The drawback to reliance on stock management, though, is that only warehouses use it for now.
  
  

• There’s potential value in letting users see how much stock a facility had at the exact moment that it submitted a requisition. This is a inherent benefit of using the requisition service.
  
  

• It would potentially be useful to have three stock-related reports:
  
  

  • One related exclusively to warehouses, given that they’re on a trimestral schedule. The reports' “period” dropdown would reflect this trimestral schedule. The report would pull data from the requisition service.
    
    

  • One related to non-warehouses. This reports' “period” dropdown would reflect their monthly schedule. The report would pull data from the requisition service.
    
    

  • A “Current Stock on Hand” report which would pull from stock-management so as to show the most up to date data possible.
    
    

• A minimal viable product, though, might instead just include:
  
  

  • A report exclusively related to warehouses which uses stock management.
    
    

  • A report exclusively related to non-warehouses which pulls from the requisition service.

Wastage Reports

Just as with the Stock on Hand reports, the data in wastage reports can come either from the requisition or stock-management service. Whatever we decide for the Stock on Hand reports may potentially apply to the wastage ones as well.

Expiration Date Report

The requisition service has no use for lots. Only the stock-management service does and, therefore, the expiration data related to lots shown by this report can only be pulled from the stock-management service.

As an aside, and as shown below, the Adjustment page allows users to associate multiple VVM statuses with the same lot:

Open

VVM Report

VVM status is stored in the stock-service, so that's the data source we'd have to use.

Additional Info

The VVM report pictured below may be typical in that:

• Most of its data comes from the stock-management service.

• The Period filter draws from the reference-data service.

The above shouldn’t present a problem: it’s fine for the different components to draw from different services. The contents of the Period filter may look a little sloppy, though, given that SELV will be configured with two different schedules (monthly and a trimestral one). We’ll have to figure out how to handle this.

Open

• Report mockups may be found here.
  
  

• In descending order or priority, we should implement the new reports as follows:

  • Stock on Hand

  • Expiration

  • Wastage reports

  • Fulfillment reports (Comprised of Ontime and Stockout reports)

  • VVM
    
    

• Because we didn’t setup a dedicated reporting stack for the dev server, reports under development should be viewed on the test server.