Test: Program Requisitions

Program Requisitions

Setups

Make sure to have the below setup/configurations on CLoud Server as they're a must for the programs-based requistions to work

A. Create a program:

• Create a master-list on the Cloud with the program-items.
• Make sure the This master list is a program is checked ON under Program Settings
• Add a Program tag value and select a period.
• Add types of orders (like normal or emergency)
• Optional: you can add regimen values if you want as well

B. Connecting a program to store:

• Now for the store you want to enable program-requisitions, make the master-list accesible first, i.e.,
• Open the store details window
• Under Master list tab, check the master-list you created as a program
• Under General tab, make sure to add the Program tag value you added above

Creating a Program Internal Order

• Click on the New Order button (top right corner): Internal Order> new order
• If you have programs configured, you'll see a different modal to the usual one:

• Here, you can select the:
  • Program
  • Supplier
  • Order Type
  • Period
• Only when you have selected all of the above, can you click Create and continue

Program IO window

• Once you create the program IO, all the items in the program will populate and you can enter/change the requested pack manually
• You cannot add items, so the Add item and Add from master list buttons are disabled
• As stated in the window, you cannot edit the maximum or minimum MOS on a program based Internal Order. These values are configured by the program
• Clicking on Use suggested quantities button will auto-populate the requested packs as suggested quantity column value
• I think by default, the requested pack should be the imprest quantity set on the master-list program?
• After confirming the IO is sent to the supplier store

Requisitions

The customer requisition flow is the same as usual as #Requisitions, except that the additional columns: Program, order type and period will have the program values.