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) |
Expand flow to faithfully mirror version 3.1 MDX at 38d3e1f (via update-page on MediaWiki MCP Server) |
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|title=View a purchase order |
|title=View a purchase order |
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|summary= |
|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. |
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== Overview == |
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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. |
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== Pre-requisites == |
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* You are a member of the facility that places the order. |
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* Someone created a purchase order for a location in that facility. |
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* You have the permissions listed below. |
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== Permissions == |
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{| class="wikitable" |
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|- |
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! Permission |
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! Access |
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|- |
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| Can Read Supply Request |
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| Lets you open a purchase order and read its details. |
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|} |
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Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission. |
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== Steps == |
== Steps == |
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# Open the facility and select the destination location. |
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=== 1. Open the location inventory === |
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# Select '''Inventory''' and '''Purchase Orders'''. |
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# Search or filter the list, then open an order. |
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Go to the facility. Select the location. Select '''Inventory'''. |
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# Review its details, requested items, and current status. |
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=== 2. Open the purchase orders list === |
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Select '''Purchase Orders'''. Care shows the purchase orders for the location. |
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=== 3. Open the purchase order === |
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Select the purchase order that you want to read. Care opens the purchase order page. |
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=== 4. Read the purchase order details === |
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The purchase order page shows these details. |
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{| class="wikitable" |
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|- |
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! Components |
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! What it shows |
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|- |
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| Name |
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| The name of the purchase order. |
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|- |
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| Note |
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| The note that the user added to the order. |
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|- |
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| Intent |
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| The intent of the order. |
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|- |
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| Category |
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| The category of the order. |
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|- |
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| Priority |
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| The priority of the order. |
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|- |
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| Reason |
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| The reason for the order. |
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|- |
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| Vendor |
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| The vendor that supplies the items. |
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|- |
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| Destination |
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| The location that receives the items. |
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|- |
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| Status |
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| The current status of the order. |
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|} |
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The page also shows the requested items. Each item shows the requested quantity, the dispatched quantity, and the remaining quantity. |
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=== 5. Print the purchase order === |
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Select '''Print'''. Care creates a printable copy of the purchase order. |
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== Expected Outcome == |
== Expected Outcome == |
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Care shows the complete purchase order. If permitted, use Edit to change its details or status. |
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* Care shows the purchase order details and its requested items. |
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* Care creates a printable copy of the purchase order when you select '''Print'''. |
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{{Navbox supply}} |
{{Navbox supply}} |
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