How to Run the Stock Usage Report by ATC Codes


To run the “Stock Usage Report by ATC Code”, the Posh Report Processing Screen is used.  This screen can be accessed by the zoom [REPORT.

 

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1.         Enter the zoom [REPORT

2.         You can access the fields using the mouse or by typing the field numbers (see below).

3.         Enter ? in Field 1 and a list of all availabel reports will appear.

4.         Select CCU.ATC.DETL (Stock Usage by ATC Code – Issues & Dispensing) Report

5.         Type “4.2” then ENTER. You are now in field 2.Properties File to use. Enter the number `1’.

6.         Type “4.3” then ENTER. You are now in field 3.User Id. Enter your User Id.

7.         Type “4.7” then ENTER. You are now in field 7.Start Date. Enter the Start Date.

8.         Type “4.8” then ENTER. You are now in field 8.End Date. Enter the End Date.

9.         NOTE: Ignore all other fields if you have entered a value in field 2. Properties File to use. All these fields are pre-defined in the Properties file.

10.     There is an option to email the report directly to your email. At the Options line, press the DOWN arrow. Enter your email address in Field 15. NOTE: some organisations prevent emailing of files from the Merlin server to your email address. Check if this is the case at your organisation.

11.     The report can be run in ‘Detailed’ (all transactions listed) or ‘Summary’ (total transaction value for each inventory code) mode. The report has been set up as summary.

12.     Type <R> at the Option Line to run the report

 

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Exporting Report to a specified Path

 

1.       When the report  has been run, escape out of the screen and enter the zoom [EXPORT.

 

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2.       Field 1: Leave blank (Nothing needs to be entered in this field)

3.       Field 2: Enter “CCU.ATC” (must be in capitals)

4.       Field 3: Enter the path for the report to be exported to – the directory must exist as a mapped directory on your computer.

5.       Field 4 should populate automatically – i.e. all reports with the name “CCU.ATC” will be displayed. To choose which report(s) you wish to export, at the option line, type the reference for the report ie: 4.2 (for line two of Field 4) The ‘N’ next to the report will change to ‘Y’. You can select multiple reports to export at once. NOTE: You can also use your mouse to click the report you wish to report.

6.       Type <E> for Export at the Option Line and <Y> when the box opens.

7.       The report will now be exported to the specified folder.

 

Viewing the Report

 The data is a Tab Delimited Text file.   The way to view that data is to open Excel first then open the file & use the import wizard to import the data – this preserves the data content otherwise Excel will change eg drug code OCT1 into 1st October 2014 etc.