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Add Total Stock Value with Location Split documentation
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‎Care/Inventory/total_stock_value_with_location_split_ssmm.md‎

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# Total Stock Value with Location Split - SSMM
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> Product-wise stock balance and valuation at a location, split by incoming, outgoing (normal/error), and dispensed quantities
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## Purpose
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Computes stock per product for a selected location/date by combining completed incoming supplies, outgoing transfers (split into normal vs entered-in-error/consumption destinations), and medication dispenses. Also calculates total stock value using purchase price.
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## Parameters
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| Parameter | Type | Description | Example |
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|-----------|------|-------------|---------|
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| `selected_date` | DATE | Snapshot cutoff date (includes all transactions up to this date) | `'2026-08-01'` |
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| `location_id` | INTEGER | Facility location id to compute stock for | `239` |
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---
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## Query
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```sql
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SELECT
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REPLACE(epk.name, 'Internal Stock Update ', '') AS name,
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SUM(total) AS total,
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SUM(incoming_count) AS incoming_count,
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SUM(outgoing_normal_count) AS outgoing_normal_count,
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SUM(outgoing_error_count) AS outgoing_error_count,
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SUM(dispense_count) AS dispense_count,
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SUM(ep.purchase_price * total) AS total_price
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FROM (
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SELECT
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COALESCE(incoming.id, outgoing_normal.id, outgoing_error.id, dispenses.id) AS final_id,
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(COALESCE(incoming.count, 0) - COALESCE(outgoing_normal.count, 0) - COALESCE(outgoing_error.count, 0) - COALESCE(dispenses.count, 0)) AS total,
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incoming.count AS incoming_count,
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outgoing_normal.count AS outgoing_normal_count,
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outgoing_error.count AS outgoing_error_count,
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dispenses.count AS dispense_count
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FROM (
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SELECT id, SUM(count) AS count
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FROM (
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SELECT
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COALESCE(id_nn, COALESCE(id, id_n)) AS id,
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(COALESCE(count, 0) + COALESCE(count_n, 0) + COALESCE(count_nn, 0)) AS count
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FROM (
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SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
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FROM emr_supplydelivery esd
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LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
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LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
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LEFT JOIN emr_product ep ON eii.product_id = ep.id
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WHERE esd.status = 'completed'
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AND esd.deleted = FALSE AND edo.deleted = FALSE
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AND DATE(esd.created_date) <= {{selected_date}}
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AND destination_id = {{location_id}}
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AND supplied_item_id IS NULL
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AND supplied_inventory_item_id IS NOT NULL
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GROUP BY ep.id
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) supplied_inventory_item_only
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FULL OUTER JOIN (
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SELECT supplied_item_id AS id_n, SUM(supplied_item_quantity) AS count_n
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FROM emr_supplydelivery esd
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LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
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WHERE esd.status = 'completed'
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AND esd.deleted = FALSE AND edo.deleted = FALSE
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AND DATE(esd.created_date) <= {{selected_date}}
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AND destination_id = {{location_id}}
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AND supplied_inventory_item_id IS NULL
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AND supplied_item_id IS NOT NULL
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GROUP BY supplied_item_id
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) supplied_item_only ON supplied_inventory_item_only.id = supplied_item_only.id_n
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FULL OUTER JOIN (
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SELECT supplied_item_id AS id_nn, SUM(supplied_item_quantity) AS count_nn
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FROM emr_supplydelivery esd
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LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
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WHERE supplied_inventory_item_id IS NOT NULL
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AND supplied_item_id IS NOT NULL
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AND esd.status = 'completed'
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AND esd.deleted = FALSE AND edo.deleted = FALSE
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AND DATE(esd.created_date) <= {{selected_date}}
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AND destination_id = {{location_id}}
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GROUP BY supplied_item_id
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) all_supplied_item ON all_supplied_item.id_nn = supplied_item_only.id_n
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) combined
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GROUP BY id
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) incoming
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FULL OUTER JOIN (
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SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
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FROM emr_supplydelivery esd
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LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
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LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
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LEFT JOIN emr_product ep ON eii.product_id = ep.id
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WHERE esd.status IN ('completed', 'in_progress')
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AND esd.deleted = FALSE AND edo.deleted = FALSE
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AND DATE(esd.created_date) <= {{selected_date}}
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AND origin_id = {{location_id}}
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AND destination_id NOT IN (264, 270, 280, 274, 273, 275, 276, 266, 279, 36, 265, 278, 297, 238, 298, 27, 481, 17, 32, 277)
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GROUP BY ep.id
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) outgoing_normal ON incoming.id = outgoing_normal.id
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FULL OUTER JOIN (
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SELECT ep.id AS id, SUM(supplied_item_quantity) AS count
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FROM emr_supplydelivery esd
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LEFT JOIN emr_deliveryorder edo ON esd.order_id = edo.id
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LEFT JOIN emr_inventoryitem eii ON esd.supplied_inventory_item_id = eii.id
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LEFT JOIN emr_product ep ON eii.product_id = ep.id
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WHERE esd.status IN ('completed', 'in_progress')
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AND esd.deleted = FALSE AND edo.deleted = FALSE
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AND DATE(esd.created_date) <= {{selected_date}}
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AND origin_id = {{location_id}}
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AND destination_id IN (264, 270, 280, 274, 273, 275, 276, 266, 279, 36, 265, 278, 297, 238, 298, 27, 481, 17, 32, 277)
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GROUP BY ep.id
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) outgoing_error ON incoming.id = outgoing_error.id
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FULL OUTER JOIN (
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SELECT ep.id AS id, SUM(emd.quantity) AS count
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FROM emr_medicationdispense emd
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LEFT JOIN emr_inventoryitem eii ON eii.id = emd.item_id
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LEFT JOIN emr_product ep ON eii.product_id = ep.id
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WHERE emd.status NOT IN ('cancelled', 'entered_in_error', 'stopped', 'declined')
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AND emd.deleted = FALSE
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AND DATE(emd.created_date) <= {{selected_date}}
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AND eii.location_id = {{location_id}}
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GROUP BY ep.id
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) dispenses ON dispenses.id = incoming.id
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) total
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LEFT JOIN emr_product ep ON ep.id = total.final_id
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LEFT JOIN emr_productknowledge epk ON epk.id = ep.product_knowledge_id
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WHERE total.total > 0
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GROUP BY REPLACE(epk.name, 'Internal Stock Update ', '')
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ORDER BY SUM(total);
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```
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## Notes
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- Stock balance formula per item: `incoming - outgoing_normal - outgoing_error - dispensed`.
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- Filters to positive balance only (`WHERE total.total > 0`).
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- Both `selected_date` and `location_id` are required variables.
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*Last updated: 2026-08-13*

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