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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 2 años

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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