v3 Features (25th Feb 2010)

This is the definitive list of changes in mSupply version 3

• 
  Sidebar- now you know where iTunes got the idea...
• 
  Tenders
• 
  Currencies
• 
  Stocktake module

 

Compatibility

• Certified for Windows 7
• Certified for Mac OS X 10.6.2

Vaccine vial status monitoring

• You can record a status for each batch, along with a comment and the date.
• You can set a preference so that when issuing goods mSupply will sort the available batches by their status rather than their expiry date. (This assumes you are running a separate store for vaccines, as it will not apply to other items)

Document Management

• You can now attach any kind of document (PDF, Excel, Word, Opendoc, etc..) to many records in mSupply, including
  • Tenders
  • Item lines (Batches)
  • Names (Suppliers and Customers)
• Documents are stored outside the database, but on the server.
• Document versions are supported, so you can roll back changes to a document if someone edits the document and then you want to discard changes.
• Possible uses
  • Recording supplier responses to quotation requests
  • Recording results of QA on a batch
  • Recording compliance documents for a supplier (e.g. their legal registration status)
    Storing applications for accounts from customers.

Display

• New display style for names and transactions:
• Sidebar for quick access to common queries
  Sortable on all columns
• New icons with feedback when the mouse if over the icon.

Items

• When viewing transactions for an item there are more options for selecting the date range and transaction type
• Button to show related invoices for a particular batch
• The suggested order quantity for items updates on the fly as you type (Item details > Stock tab)
• New Stock display, that displays current stock directly in a list (helpful for adding VVM status updates)

Names

• New button to quickly merge two names/patients by highlighting them in the displayed list

Stock-take module

• The new stock take module allows you to take a snapshot of stock at a particular point in time, and do your stock take count against that snapshot. Once the count is finished new transactions may be entered in mSupply and goods issued without affecting stock take accuracy.
• After entering the count in mSupply, it automatically creates the necessary inventory adjustments.

Tender management

• Allows recording of a master Standard conditions list
• Conditions can be copied from the master list to each tender and then edited as needed.
• Chepest quotation is highlighted.
• Allows comparison of CIF / FOB prices
• Allows assignment of variable quanitities and split deliveries to purchase orders after a supplier is chosen for each item.
• Item cost information is shown as you assign stock to purchase orders (total for item, total for each supplier, total for tender)
• The date each quote line is created is recorded.
• Filters on the tender item list to show
• Lines witout a preferred supplier chosen
• Lines where the preferred supplier is not the cheapest price submitted.

Purchase Orders

• Each item has an expected delivery date. You can set the date per line or for a group of lines at once.

Backup and Audit

• There is a new backup option to autmatically backup to a secure internet backup site. This can be configured to happen at night when your internet bandwidth is not being used.
• Special XML import/export available to export all data as XML files.
• Changes to item name, code, units are logged. Thee is a log tab available when viewing an item’s details which lists these changes.
• A new diagnostics command performs lots of different checks on the integrity of the data.

Multiple languages

• The mSupply language localization files are now XML, and mSupply can be localized into languages using non-Roman fonts. We provide a tool to enter the necessary text in other languages

Receiving goods

• Ability to put invoices on hold automatically.

Reporting

• New reports for transactions and purchase orders.
• There is a “paperclip” icon allowing you to remember the settings you have entered in the report options window.
• Purchase Orders with status “sg” can now be included in usage calculations.
• Quotation reports
  • Can now be filtered by a date range based on the created or last edited date of the quotation.
  • Can now be produced grouped by “Supplier then item” or by “item then Supplier”
• Report menu is now organised by report type.

Location management

• Each Location can have it’s coordinates set
• Each location’s coordinates are relative to a parent object
• You can view % usage at each location.
• You can “drill down” to see child locations by double-clicking it’s parent.

Database engine

• SQL 92 support with ODBC drivers for external access
• 1 billion records per table
• New maintenance and security centre to aid database maintenance
• Multi-processor support
• Supports hundreds of concurrent users
• Significant speed improvements when querying tables.
• Text fields can now contain 2Gb of text (previously 32Kb)
• Support for scalable vector graphics
• Unicode font support

Hospital Information System

• Shared patient table with mSupply
• Inpatient admissions with the ability to handle multiple stays in different wards for the one admission
• Disease state recording for each admission with unlimited entries per admission, and ICD-10 coding.
  Reporting on:
  • Currently admitted patients
  • Ward occupancy
  • Disease states for each admission

v2.03r1 (28th July 2009)

Minor changes

v2.03 (09th July 2009)

Hiding/unhiding items for each store and lots more….

v2.02r1 (29th April 2009)

Features

• Purchase order categories are available from Report > Purchase orders to allow filtering the report by category.

Changes

• Imprest printout now includes item department.

Bug Fixes

• Customer imprest lists sorted backwards when reopening.
• On dispensary mode > viewing recent 15 supplier invoices didn't work.
• Quick Switching between stores : The caps lock warning was being un-necessarily shown.

v2.02 (22nd April 2009)

mSupply V2.02 contains a lot of new features, a few minor changes & bug fixes 

Features

• Able to Switch Stores & mode instantaneously without password for the "Logged in" user
• More options for customising and saving Item master lists
• Imprest module, now also implemented on the web.
  
• Current stock report now allows the option of including zero stock lines.
• Enhanced filtering options in Quotation Summary Report.
• Added OK & next button to Location details window.
• Make item notes that only show for a particular store, and that show dur-
  ing dispensing or issuing goods.
  • Notes can have their background colour set.
  • Notes can have the number of times to annoyingly beep specified per note.
  • Notes are nicely staggered if there's more than one to display at a time.
  • Notes stick around until you close them.
• New name notes with the same features as item notes (above).
  • Can specify a note that shows when an invoice or purchase order or goods receipt is created for that name
• Suppliers are now sorted alphabetically when adding to a tender
• Added "Summary by Items" & "Summary by batch" tabs on Supplier invoice
• Different printing styles and options available for supplier invoice & Inventory adjustment
• Can choose a custom ordering (by drag and drop) of Item master Lists and then save the order, which is remember for future display of the list, including when added to Item Favourite Lists (both for display and printing).
• Tender lines: can choose and save the order in which lines are displayed.
  
• New report added for showing net delivery days on Purchase orders. (It is optimized for exporting to Excel)
• Allowed Issuing Service Items from History on Customer invoice.
• Added OK & Next button to patient input form.
• Displays a warning note if denied medicine is prescribed to a patien on dispensary mode
  

Changes

• Name field is replaced by ID field from Log table
  
• Transaction search now respects different log-in modes
• Speed up code for Customer Stock History while editing. 
• Report format for "Stock on Date report" updated
  
• Disallowed adding blank spaces on Name Code & Name charge code(running this version will automatically update any existing codes with spaces, replacing them with an underscore character).

Bug Fixes

• Quotation summary: correct window title is now shown.
• In Preferences > Item, the “Income Account when Selling” field now dis-
  plays accurately.
• Items > New item: customers for Non-stock items are cleared on the fly.
  
• Column headings no longer out of line on Purchase Orders > Item > ledger.
• Days out of stock report opens smoothly in Excel.
• Item Ledger Report respects input date.
  
• Imprest quantity editable on Item Master List.
• Name record for General store is correctly created.
• Non-stock items (NSIs) on purchase orders: they no longer (wrongly) show the total for all NSIs in the "on backorder" and "on order" columns
  
• Respects both active and inative Web messages
• Import window now correctly exits if Item Import is cancelled
• In Dispensary mode, single warning was not printing if Priority box was unchecked under Item details > Misc.
• Customer invoices : if you are editing an inv. then click the "new name" button then cancel- restore the previous name
  

v2.01 (19th Feb 2009)

Features

• Separate user preferences for finalizing customer invoices, supplier invoices, repacks etc
• Deletion of purchase orders is now logged
• New button to cancel a finalized supplier or customer invoice (It creates a reversed invoice so there is an audit trail. The original invoice is untouched)
• Many reports that calculate usage and generation of purchase orders sped up by a factor of 10.
• Fax number and email address of supplier are now shown on purchase orders.
• Item notes can be set to show on customer and supplier invoices, where they appear as a "Post-it note" type of window.
• Currencies now record the date they were updated.
• New custom report for Solomon Islands that generates a multi-worksheet Excel spreadsheet. (Other clients: let us know if you'd like this)
• Master lists for items.
  1. You can create an unlimited number of master lists. Each list has a name, and contains a list of items and an optional imprest quantity for each item.
     
  2. You can assign master lists to a customer under the "favorites" tab
     
  3. When you update a master list, it is updated for all names that use that list.
  Item master lists can be copied to local lists.
• When a customer stock history or imprest entry is made, the combination of the master list(s) assinged to the customer and any local lists assigned are used.
• Item master lists can be copied to local lists (for example, you might have a customer whose imprest quantities are different to those specified in the master.
• Updating the expected delivery date for a purchase order updates the expected delivery dates of any lines that have the same date as the purchase order had before changing. (That is, lines with a custom date are left alone).
• The items > stock tab now shows the days cover for the current item (calculated on the fly from usage and stock levels)
• Purchase order notes
  • You can add a note to a purchase order line.
  • You can specifiy if the note should be shown when the line is received on a goods receipt transaction
  • Goods receipt lines with a note are coloured red
  • Double-clicking a goods receipt line shows the note, and has a "has been actioned" checkbox, after which the line is no longer coloured red.

• Misc Labels can now use 24 point font (good for printing shelf labels for items)
• Diagnostics menu command shows potential data problems and offers to fix (the "Look for ledger problems" menu item has been removed as it's now part of diagnostics).
• Can now add the same line to the prices a supplier submits for a tender more than once (Some suppliers submit mulitiple prices based on supply from different manufacturers
• Report > Purchase orders: can now run the reports for a single purchase order
  

Changes

• Suggest order report is now clearer about the days cover columns
• Suppliers are now sorted alphabetically when adding to a tender

Bug Fixes

• Report Item List: fixed potential errors
• Can no longer enter negative quantities for repacks 
• Recording of user who modified a purchase order now working properly
• Builds with status "nw" were not being handled properly when reconciling ledgers
• Fixed potential for an invoice to be wrongly set to confirmed when trying to do the operation while another user is viewing the invoice.
• Fixed a potential calculation error with purchase order future delivery date caclulations.
• Default number of days to look back for usage calculation: this preference is now used in reports as well as purchase orders.
• Customer stock take history : Date changes are now saved
• Can't use other stores as the name for a customer or supplier credit
• Can no longer change the item for a tender line after quotes for that line have been received.
• Items > New item: OK & Next button clears the Non-stock item customer name.
• Fixed a possible way of issuing stock that was on hold
• Price lists and updating of price lists now works properly for multiple stores.
  

v2r5 (8th December 2008)

Notes

mSupply v2r4 users: please upgrade immediately. If you are using v2r3 or lower then it is advisable to upgrade.

Features

• Purchase orders : Now able to save a suggested purchase order without a supplier name. For confirmed and finalized status orders, a supplier name is needed.
  

Changes

•  Report > Suggest order quantities and Supplier > New purchase order : New ordering logic with respect to handling backorders from customers: where the current stock or past ordered quantities is used to full-fill backorder quantities.

Bug Fixes

• Report > Management report : fix string length error
• Goods receiving module : Fixed a issue that was present in v2r4. The store id was lost when viewing a old goods received form, causing subsequent supplier invoice and corresponding stock to not be displayed.
• Transaction list : Finalise icon button. Stock transfer invoices are no longer finalised with this button (they are ignored). The user has to individually finalize stock.
  
• File > Preferences.... > Register button and clicking OK. The Preference widow went behind.
  
• Fixed the window label on item issue window

V2r4 (28 November 2008)

Features

• Pack to one checkbox for each item: is now set per store
  
• Transferring stock between stores now takes into account the pack to one setting for each item in the receiving store
• OK button in log in window now alerts a user who tries to log in but doesn't have rights for any store 
• New Preference to expand abbreviations in address fields for patients. Eg if most of your patients live either in Fredsville or Marysville, make abbrevations "fv" and "mv" and they will be expanded automatically.
• Added preference to enter a prefix for printing before Purchase Order number
• control-M now works modify button on item list, and the up and down arrow keys also work.
  
• Double-Click purchase orders on item detail view to view the purchase order
• Button to re-lookup sell price for item lines (allowing you to quickly reset sell prices after changing an item's margin or sell price
• Added delivery method the the purchase order view list (per user customize list option must be set to see it)
• Transaction filters are go- a pop-up list gives access to transactions entered today, yesterday, by current user, suggested and new, etc...
• There is now a way to print pick lists even after an invoice is confirmed or finalized: holding down  "alt" (or "option" on Mac) will re-pirnt the pick list.

Changes

•  mSupply now quits, if the database version is newer than the application.
• Custom printing for use in Kiribati
• Report > Suggest order quantities: changed calculate date button to be the same as for new purchase order 
• Purchases Orders list > duplicate button: now confirms before duplicating
• Took out rounding for invoice calculation. Supplier invoices are not rounded, where as customer invoices are.
• Printing invoices, We used to try and predict the number of pages, this has now been taken off...
• Purchase Orders don't need to have a supplier specified until they are confirmed.

Bug Fixes

• Purchase orders: the list of lines was not updating properly after adding a new line.
• If a default store is not set for a user at login, the first available store is now chosen
• Receipt history listbox on purchase order lines display was missing horizontal scroll bar 
• Transaction reports: filtering by item location wasn't working correctly
• Decimal point preference was not working when printing purchase orders
• Report > Transactions > item line grouped by name wasn't working
• Items > show items had the permission for edit item names/codes/unit
• Transaction report now correctly remembers last report used
• Window for add line on inventory adjustments was labelled "add supplier invoice line" 
• Window for history for customer window title was "Patient History"
• Removed double alerts that were happening for closing purchase orders with cancel 
• Close box for POs and Customer invoices now works the OK button most of the time, except when nothing has been added, when it is the equivalent of deleting the record.
• When a new line was added to a purchase order, the location key was not being set or saved
• Choosing customer for non-stock items was finding patients as well as customers 
• Changing tabs when entering a new user wasn't remembering log-on modes that were chosen.
• Button for show items on Navigator had wrong user permission attached
• It was possible to enter a quote but leave the supplier blank: not now
• On finalised purchase orders > the name is now not changeable- Oops!
• Packing slip with Medair customized version, the weight calculation was wrong
• import item and stock: the default location was not being set if a new item was created.
• Details on page 2 of a purchase order (Details) doesn't print and gets wiped out if you do print.
• Fixed an "undefined set" error  encountered when attempting to calculate stock on hand for items when displying backorders, purchase order lines and customer stock history or imprest form.
  

V2r3 (7 November 2008)

Features

• Added a lock icon to names charge code. Now the charge code only changes to the name code when modified and if synchronization has been set File > Preferences.. .
  
• Added "Moneyworks" section on customer and supplier invoices. This shows the status of of the invoices inside Moneyworks accounting software once mSupply has carried out an export.
  
• Inner and Outer packsize added to goods received (only shows if tunred on in preferences).
  
• New invoice printing layout which prints a summary of items issued. Shows cost price for a single unit of a item that is contained in a packsize.
• Export list of Transactions : The transaction category is now displayed as a column. May prove useful when exporting invoices to Moneyworks. Finalize button on the same window : This issues a batch number so that the invoice will not re-appear for Moneyworks export purposes.
• Introduced a "History" icon to customer invoice in store mode. Users can now see previous issues to a customer.
• Items > printing stock movement report : Handled re-packs and builds better in the report.
• Purchase Order > New line button : Changed the way the "OK & Next" process is handled.
• Excel location : added extra locations of more recent excel versions.
• PDF location : mSupply also suggest potential location of Acrobat file readers.
  
• Purchase order decimal preference : can add extra decimal places for viewing and rounding cost prices on purchase order lines.
  
• New report :  Report > Purchase Orders... > Goods received Vs Order date - Show items : Aims to show what's been received from the supplier.
• New Packing list, "Picking list summarized"  - This summarizes similar items, with same packsize, batch and location.
• Added a price updater icon inside item detail form. The user selects stock lines and click the icon button to update prices.
• mSupply now quits if the data file version is found to be newer than the installed application. We do not want clients downgrading versions if the datafile has been upgraded.
  

Bug fixes

• Summary by items and summary by Batches for customer invoices : Code revised to speed up the calculation.
• Backorder, History and Repeat icon : Now not displayed on Customer credit invoices. This is to reduce the possibility of ledger problems from occurring. Also fixed a potential issue which changed the focus of the transaction when viewing historic data.
• A internal web function will only run if Webserver is enabled. This speeds up client and single user application.
  
• Fixed two re-pack issues. The calculated sell price was wrong. A margin of 10% was being added.
  
• Goods receiving : Bug fix , Changing name and cancelling on the change did not delete received lines. The new supplier when entered ended up supplying items that wasn't ordered.
  
  

v2r2 (23th September 2008)

Features

• Moneyworks import now uses new command-line interface, and supports connections to Moneyworks Datacentre.
• New user fields (2 of them) for transactions, with a preference to show or hide them.
• Option to print store name on invoces and pick lists.
  

Bug fixes

• The possibility of issuing the wrong stock for an item when switching items while editing a customer invoice line has been eliminated
• The pack size field was occasionally editable on suppleir invoices when it shouldn’t have been.
• Store is now assigned when importing items and stock.
• ABC Analysis and other reports tidied up for printing in supervisor mode.
  

Previous

XHTML | RSS | Atom