Manual Requisitions

[roxy-dao]

IN PROGRESS

Manual requisitions refer to the ability to create manual customer requisitions to supply stock to customers on behalf of the customer.

Specs document

To be implemented

• Requisition line variance option (backend implementation) #5081
• Add service + endpoint to create a Response Requisition #5118
• Service and endpoint to add program response requisition #5171
• Allow user to create manual requisitions #5119
• Allow user to create PROGRAM manual requisitions #5177
• Delete response requisition lines #5139
• New Requisition line fields #5088
• Service and endpoint to create response requisition lines #5190
• Requisition line edit + UI updates to line columns #5137
• Indicators UI #5162
• Indicators backend #5134
• Use Store Pref to hide extra columns #5398
• OMS central server configurations for Manual Requisitions #5138
• Delete response requisitions #5242
• Error for reasons (manual program requisition) #5388

Test Instructions

• Have programs set up for customers with mSupply stores and those without (to test that you can create program requisitions for customers who aren't using mSupply)
• For non-mSupply customers, go to their information window -> Tag -> Add tag to ensure that they are using the program
• Sync mSupply to OMS
• Go to the Requisition page
• Click New Requisition button
• If you have programs set up, you should see that you have the option to add either a Program Requisition or a General Requisition (you should be able to create manual Requisitions for customers who are using mSupply and those who aren't. Indicated with the store icon)

Program Requisition

• First try to create a program Requisition: Choose the program, customer name, order type and period
• You should be redirected to the Requisition detail view page
• There should be extra columns in the table: Initial SOH, Incoming, Outgoing, Losses, Additions, Available, Short Expiry, Days out of stock, AMC, MOS, and reason.
• The Add Item button should be disabled.
• You can read the program information by clicking More

Screen.Recording.2024-11-08.at.11.16.41.AM.mov

• Click on a requisition line
• Get redirected to the requisition line edit page

• The current item you are looking at should be bold and have the > icon next to it
• Try to edit some values. Make sure they are saved properly
• Entering a value in suggested quantity (that is not 0) will enable the green tick icon to appear in front of the item name
  
• Click on the Chart icon next to quantity to supply to see stats relating to your store
  
• Navigate through the items by either clicking:
  • Previous (disabled if this is the first item in the list). Should go back to the previous item on the list
  • Next (disabled if this is the last item in the list). Should go to the next item on the list
  • Clicking the item on the list itself
• Click Close button. Should redirect back to the requisition detail page.

General Requisition

• For requisitions transferred from Internal Orders:
  • Initial stock on hand should change to stock on hand in the line edit page
  • You can see a bar icon next to the requested quantity which should show the customer's stock information
    
  • Should only be able to edit suggested quantity (all the other columns should be hidden
• Create a general requisition by clicking the Add Requisition button and selecting a customer in the General tab
• This should redirect you to the Requisition page with no lines
• Click add item -> modal will pop up for you to select the item
• Select item and be redirected to the Requisition line edit page (noted above initial stock on hand should change to stock on hand)
• Everything else should be the same as program requisition (extra columns should be hidden)
  

Indicators and global preference tests coming soon

Moneyworks Jobcode 🧰

OMS:CIMDV

[roxy-dao]

Question: Do we populate values based on existing customer data if user creates a manual requisition for existing customer for some emergency reason?

[mark-prins]

I don't think that we can - a store wouldn't have a customer's data available unless they were on the same site.

[alainsussol]

Test setup

Testing on tablet Android 14 with v.2.4.0RC1
and mSupply v19-0dev27

With the tablet I have this message from time to time. and omSupply is often slow on login. I assume that it has difficulty with the omSupply server which run on the same device. Did not open an issue yet as it doesn't happen all the time and I didn't heard anyone else complain yet.

Test Instructions

• Have programs set up for customers with mSupply stores and those without (to test that you can create program requisitions for customers who aren't using mSupply)
• For non-mSupply customers, go to their information window -> Tag -> Add tag to ensure that they are using the program
• Sync mSupply to OMS
• Go to the Requisition page
• Click New Requisition button
• If you have programs set up, you should see that you have the option to add either a Program Requisition or a General Requisition (you should be able to create manual Requisitions for customers who are using mSupply and those who aren't. Indicated with the store icon)

Migrate IC existing store with requisition

• Requisitions are migrating properly (Comparing with data in mSupply OG server)
  • Migrations are displayed in the requisition list window with the proper program, proper period, proper order type, proper status, proper customer. -PASS-
  • Open a Requisition. Check the data
    • Customer reference -PASS-
    • Date created Date are offset by one day earlier
    • comment -PASS-
    • data in columns is good SOH is not right See SOH columns of omSupply and mSupply (OG) are not calculated the same way #5433

Testing Configuration Preferences

• Go to your store -> Preferences
• Enable the Show extra fields on requisition preference
• Go to OMS -> Sync
• Create a program requisition for any store
• See all the extra columns -PASS-
• Click on a line, also see the extra columns in the line edit page
• Go back to mSupply
• Go to your store -> Preferences
• Disable Show extra fields on requisition preference
• Go to OMS -> Sync
• Create program requisition for any store
• See all extra columns gone -PASS-
• Click on lines, extra columns should be gone from here too -PASS-

Program Requisition

• First try to create a program Requisition: Choose the program, customer name, order type and period
  • Right programs are showing in the list Supplier program master list is showing instead of the customer program master list. See When the supplier and the customer have different master list for the same program, you need to display the customer one when creating a manual requisition #5431
  • Right Customers are showing. No the problem for IC is that because it is not the right master list showing, you see the list of the suppliers instead of the customers See When the supplier and the customer have different master list for the same program, you need to display the customer one when creating a manual requisition #5431
  • All the orders types are showing -PASS but only because the 2 different master lists have the same order types-
• You should be redirected to the Requisition detail view page -PASS-
• There should be extra columns in the table: Initial SOH, Incoming, Outgoing, Losses, Additions, Available, Short Expiry, Days out of stock, AMC, MOS, and reason. -PASS-
  • SOH values are right - SOH display the available stock on hand instead of total stock on hand see SOH columns of omSupply and mSupply (OG) are not calculated the same way #5433-
• The Add Item button should be disabled. -PASS-
• You can read the program information by clicking More -PASS-

Screen.Recording.2024-11-08.at.11.16.41.AM.mov

• Click on a requisition line
• Get redirected to the requisition line edit page -PASS-

• The current item you are looking at should be bold and have the > icon next to it -PASS. However if I choose a line toward the bottom of the list, should we not position ourselves directly on that item in the item line list on the left on the requisition edit page. Currently I have to scroll to it manually. It is not a big issue but I thought it is worth mentioning-

• Try to edit some values. Make sure they are saved properly. -PASS-

  • There should be no graph icon value beside the requested value field -PASS-
  • Checking calculation for MOS -PASS-
  • Checking calculation for Available -PASS-
  • Checking calculation Suggested quantity -See Suggested quantity is not calculated for Manual requisitions in omSupply #5458-
  • All Requisition variance reasons are available -PASS-
  • Can only put a reason when field Requested Quantity and the Quantity to supply have different value**-See In manual requisition line reason can be added even though the Requested quantity and the quantity to supply is the same #5460-**

• Entering a value in suggested quantity Quantity to supply (that is not 0) will enable the green tick icon to appear in front of the item name -PASS-
  

• Click on the Chart icon next to quantity to supply to see stats relating to your store

  • Stock on hand is right -PASS-
  • Stock on order is right -FAIL see Suggested stock is included in the Stock on order bar in the quantity to supply modal graph #5536-
  • Stock requested is right -PASS-
  • Other requested is right -PASS-
  • Values are the same in the requisition window -FAIL see 5471 Requisition's supply quantity is incorrect #5477 (SOLVED)-
    

• Navigate through the items by either clicking:

  • Previous (disabled if this is the first item in the list). Should go back to the previous item on the list -PASS-
  • Next (disabled if this is the last item in the list). Should go to the next item on the list -PASS-
  • Clicking the item on the list itself -PASS-

• Click Close button. Should redirect back to the requisition detail page. -PASS-

• Deleting a response requisition

  • Try to delete a requisition with a shipment. omSupply should not let you -PASS-
    • Try to delete a requisition line from a requsition with a shipment. omSupply should not let you -FAIL see I can delete a requisition line for which stock has been allocated in a outbound shipment #5516-
  • Try to delete a Transfer Response requisition. omSupply should not let you -PASS-
    • Try to delete a Transfer Response requisition line. omSupply should not let you -PASS-
  • You can delete a Response requisition that is not one of the above. -PASS-
    • Deleting a requisition also delete the lines. (After syncing the lines should be deleted on the OG Central server)
  • You can delete a Response requisition line that is not one of the above. -PASS-

• Cannot do more requisitions for a customer for a program and a period than what is set in the program settings for the type of order -PASS-

General Requisition

• For requisitions transferred from Internal Orders:

  • Initial stock on hand should change to stock on hand in the line edit page -FAIL See Initial SOH column is not label as Stock on Hand for response requisitions transferred from Internal Orders  #5507 -
  • You can see a bar icon next to the requested quantity which should show the customer's stock information -PASS-
    
  • Should only be able to edit suggested quantity (all the other columns should be hidden -PASS-

• Create a general requisition by clicking the Add Requisition button and selecting a customer in the General tab

• This should redirect you to the Requisition page with no lines -PASS-

• Click add item -> modal will pop up for you to select the item -PASS-

• Select item and be redirected to the Requisition line edit page (noted above initial stock on hand should change to stock on hand) -PASS-

• extra columns should be hidden -PASS-

• Everything else should be the same as program requisition -PASS-
  

• Can do as many requisitions per customer as needed -PASS-

[alainsussol]

• When the supplier and the customer have different master list for the same program, you need to display the customer one when creating a manual requisition #5431
• SOH columns of omSupply and mSupply (OG) are not calculated the same way #5433
• Navigating back from editing requisition line goes back to requisition list rather than to the requisition being modified #5448
• I can delete a requisition line for which stock has been allocated in a outbound shipment #5516
• Initial SOH column is not label as Stock on Hand for response requisitions transferred from Internal Orders  #5507

[roxy-dao]

Closing. Only global pref issue left and it has its own issue

[roxy-dao]

Indicator Tests

Note this currently only works for manual requisitions

• The indicator tab in the Requisition page shouldn't show up if no indicators have been set up for the program -FAIL When no indicators are configured for a program, the indicator tab still shows with a blank page #5634-
• In OG, go to Master List
• Click on the program master list and go to the Program Settings tab
• Either: tick that this program is an HIV program or add indicators in the Regimen data section
• Sync to OMS
• In OMS: Go to Requisitions
• Create a new Requisition
• See indicator tab is there -PASS-
• Click on either the Regimen or HIV buttons
• Be redirect to the indicators edit page -PASS-
• A list of indicators should be showing with the first indicator being selected -PASS-
  • The value and comment edit fields are visible and enterable -PASS-
  • The previous navigation button is grayed -PASS-
  • add a value of the type configured. Value is entered -PASS-
  • add a value not of the type configured. Should have an error -PASS-
  • add a comment. -PASS-
  • click on the next button to get to the next indicator -PASS-
  • When all the indicators has been done. The next button should be grayed
  • Navigate between indicators by clicking on their name. Their values for each indicator are still there -PASS-
• Go back to the indicators page. You should see the the Regimen button -PASS but Infinite loading loop when navigating from an indicator to the indicators page using the header navigation bar #5610-
• Sync and check the store on central server on OG. You should see the indicators with the right values -PASS-
• Create a general requisition the Indicators tab should not be visible -PASS-
• Redo the test for HIV program
  • See indicator tab is there -PASS-
  • Click on HIV buttons -PASS-
  • Be redirect to the indicators edit page -PASS-
  • A list of indicators should be showing with the first indicator being selected -PASS-
  • The value and comment edit fields are visible and enterable -PASS-
  • The default value is showing -PASS-
  • The previous navigation button is grayed -PASS-
  • add a value of the type configured. Value is entered -PASS-
  • add a value not of the type configured. Should have an error -PASS-
  • click on the next button to get to the next indicator -PASS-
  • When all the indicators has been done. The next button should be grayed -PASS-
  • Navigate between indicators by clicking on their name. Their values for each indicator are still there -PASS-
• Go back to the indicators page. You should see the the Regimen button -PASS but Infinite loading loop when navigating from an indicator to the indicators page using the header navigation bar #5610-
• Sync and check the store on central server on OG. You should see the indicators with the right values -PASS-
• Add some regimen indicators to your HIV program and Sync
• Create a new requisition
  • Both Regimen and HIV buttons should be present -PASS-
• Create a general requisition the Indicators tab should not be visible -PASS-

[alainsussol]

Issues opened

• Infinite loading loop when navigating from an indicator to the indicators page using the header navigation bar #5610
• When no indicators are configured for a program, the indicator tab still shows with a blank page #5634
• When emptying an HIV indicator from it's default value, it is replaced by a strange text value and you can't change it easily to a valid value #5635
• Some indicator UI style changes that would be nice to have #5636