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Supply Chain Management Internal Reports Enhancement
Supply Chain Management Internal Reports Enhancement

02/28/2022 SCM Reports adapted to client's needs

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de una semana

Our reports layouts can be adapted to hospital requirements and here is an example of how we adapted two of our reports to a hospital requirement. These reports were Purchase Requisition Report and Material Receipt Report, where we adjusted the columns and information according to client's requirements.

Purchase Requisition Report:

a) For Blanket Agreements and Contracts Agreements:

Blanket Agreements are those contracts where the hospital has an agreement with a vendor where they are to buy a predetermined amount of items over a period of time.

Since this type of requisitions are from one vendor only, the supplier column will always be the same for every product.

The new added header fields are:

  • Supplier.

  • Document Type.

  • Address. (Available at header, not shown in examples).

  • Pending Order Number.

The new added detail fields are:

  • Unit Price

  • Total Line

b) For General Requisitions:

This normal - or general - requisition can show many requested products with any kind of supplier.

The new added header fields are:

  • Supplier.

  • Document Type.

  • Address. (Available at header, not shown in examples).

  • Pending Order Number.

The new added detail fields are:

  • Unit Price

  • Total Line

Material Receipt Report:

The material receipt report can be printed after receiving an order from a supplier, warehouse personnel can print this type of documents. There's two sections that are
displayed according to user's needs:

1. New added fields in header:

  • PO Number. Document number

  • Receiver. Receiving user name

  • Supplier Invoice. If there is an existing invoice on Cirrus it will be shown

  • Company Group. Supplier company

  • Address. (Available at header, not shown in examples).

  • Source. This field will appear filled only if there is a purchase order linked to this reception.

  • Receipt Date.

2. New added fields in detail columns:

  • Item Code.

  • Total VAT (Tax)

  • Total column

  • Transaction Type (Type of document)

  • Total section at the bottom

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: February 28, 2022


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