Customer Reports

From Thursday 1 August 2024, your trust will start receiving a new set of reports to give you better visibility of the impact of demand management on any orders. These reports will be released in two phases, the first phase will provide information on products that have been intervened on, phase two will provide transparency around thresholds.

These automated reports will enable your trust to plan more effectively for any impact on product orders. If you have any questions about the information available, please contact your Customer Service Advisor.

Phase 1 – from August 2024

• DM-008 Daily Interventions Report – provides a summary of all order interventions for the previous day, plus a link to the relevant ICN which includes a list of alternative products.
• DM-009 Protect Order Report – provides a summary of all orders placed for demand managed products for the previous day including which requisition points have received the available stock and how much. Highlights who in the trust is receiving stock and who is regularly receiving demand interventions, to enable better purchasing patterns. 
• NHS Supply Chain Demand Management Order Report, also known as a ‘TX notification’, which provides an on-the-day summary of how much stock will be delivered on that order for products subject to demand management.

Phase 2 – by the end of 2024

• DM-007 Proactive Threshold Report – provides the thresholds of products subject to demand management for the coming day, with a link to the relevant ICN.
• DM-008 and DM-009 will include additional information on thresholds.

Emailed daily at 10am, this provides the thresholds of products subject to demand management for the coming day, with a link to the relevant ICN.

Key information:

• Maximum Daily Quantity (UOI) – maximum quantity of product the trust can order that day. Quantities are units of issue.
• ICN – reference number for the ICN relating to this product.
• ICN_URL – link to the relevant ICN.
• Expected resolution date – the currently forecasted resolution date for the disruption, based on available information.

Report available in Phase 2 – by the end of 2024.

Emailed daily at 6am, this provides a summary of all order interventions for the previous day, plus a link to the relevant ICN which includes a list of alternative products.

Key information:

• Volume ordered UOI – quantity ordered in units of issue.
• Amended volume UOI – new quantity to be delivered after demand management.
• ICN – reference number for the ICN relating to this product.
• ICN_URL – link to the relevant ICN.
• Expected resolution date – the currently forecasted resolution date for the disruption, based on available information.

Report available in Phase 1 – from August 2024. Phase 2 – by the end of 2024, will provide visibility of the current daily ordering threshold for the whole trust.

Emailed daily at 6am, this provides a summary of all orders placed for demand managed products for the previous day including which requisition points have received the available stock and how much.

Report DM-009 highlights who in your trust is receiving stock and who is regularly receiving demand interventions, to enable better purchasing patterns. 

Key information:

• Volume ordered UOI – quantity ordered in units of issue.
• Amended volume UOI – new quantity to be delivered after demand management.
• Threshold used – quantity of stock taken for that order, from the available maximum quantity.
• Original username – the person who placed the order.

Report available in Phase 1 – from August 2024. Phase 2 – by the end of 2024, will provide visibility of the maximum quantity that can be ordered daily by the whole trust.

This will be emailed to you shortly after an order is placed.

A TX notification provides an on-the-day summary of how much stock will be delivered on that order for products that are subject to demand management.  

Report available in Phase 1 – from August 2024.

See our Useful Links section for further information about the reports.  

This report is not automated and will need to be set up by your ICS Manager. It gives you all of the information you need about supply-impacted codes and their alternative products in one place. It’s designed to help you quickly see your priority issues and take immediate action.

With this report, you can:

• Access details on products that are demand managed, available whilst stocks last (AWSL), delisted, deactivated, or suspended.
• Find available alternatives for these products.
• View past usage data (with a one-week delay) to check alternative availability and overall product resilience.

How Can This Report Help You?

• See all previously purchased NPCs that are affected for your selected trust.
• Find alternatives for NPCs that are suspended, demand managed, AWSL, delisted, or deactivated.
• Check if the alternatives are available to order or also affected by the same issues.

Please register to receive RPT 1173. A web form should appear here for this purpose – if it doesn’t please let us know by sending an email to websitefeedback@supplychain.nhs.uk