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Flows/View a purchase order: Difference between revisions

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Create version 3.1 supply flow from docs commit 38d3e1f (via create-page on MediaWiki MCP Server)
 
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|domain=supply
|domain=supply
|title=View a purchase order
|title=View a purchase order
|summary=View a purchase order, its status, vendor, destination, and requested items.
|summary=This flow describes how to open a purchase order in Care and read its details. You can also print a copy of the order.
|order=3
|order=3
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Request
|reference=References/Supply Request
}}
}}

== Overview ==

This flow describes how to open a [[Concepts/Purchase Order|purchase order]] in Care and read its details. You can also print a copy of the order.

== Pre-requisites ==

* You are a member of the facility that places the order.
* Someone created a purchase order for a location in that facility.
* You have the permissions listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Read Supply Request
| Lets you open a purchase order and read its details.
|}

Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.


== Steps ==
== Steps ==

# Open the facility and select the destination location.
=== 1. Open the location inventory ===
# Select '''Inventory''' and '''Purchase Orders'''.

# Search or filter the list, then open an order.
Go to the facility. Select the location. Select '''Inventory'''.
# Review its details, requested items, and current status.

=== 2. Open the purchase orders list ===

Select '''Purchase Orders'''. Care shows the purchase orders for the location.

=== 3. Open the purchase order ===

Select the purchase order that you want to read. Care opens the purchase order page.

=== 4. Read the purchase order details ===

The purchase order page shows these details.

{| class="wikitable"
|-
! Components
! What it shows
|-
| Name
| The name of the purchase order.
|-
| Note
| The note that the user added to the order.
|-
| Intent
| The intent of the order.
|-
| Category
| The category of the order.
|-
| Priority
| The priority of the order.
|-
| Reason
| The reason for the order.
|-
| Vendor
| The vendor that supplies the items.
|-
| Destination
| The location that receives the items.
|-
| Status
| The current status of the order.
|}

The page also shows the requested items. Each item shows the requested quantity, the dispatched quantity, and the remaining quantity.

=== 5. Print the purchase order ===

Select '''Print'''. Care creates a printable copy of the purchase order.


== Expected Outcome ==
== Expected Outcome ==

Care shows the complete purchase order. If permitted, use Edit to change its details or status.
* Care shows the purchase order details and its requested items.
* Care creates a printable copy of the purchase order when you select '''Print'''.


{{Navbox supply}}
{{Navbox supply}}