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Flows/Receive and complete a purchase delivery: 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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|domain=supply
|domain=supply
|title=Receive and complete a purchase delivery
|title=Receive and complete a purchase delivery
|summary=Approve, receive, and complete a purchase delivery so Care updates destination stock.
|summary=This flow describes how to approve a purchase delivery, record the goods you receive, and complete the delivery in Care. When you complete the delivery, Care updates the stock counts of the inventory items at the destination location.
|order=3
|order=3
|introduced=3.0
|introduced=3.0
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|reference=References/Supply Delivery
|reference=References/Supply Delivery
}}
}}

== Overview ==

This flow describes how to approve a [[Concepts/Purchase Delivery|purchase delivery]], record the goods you receive, and complete the delivery in Care. When you complete the delivery, Care updates the stock counts of the [[Concepts/Inventory Item|inventory items]] at the destination location.

== Pre-requisites ==

* You created the purchase delivery, and you added the delivered items to it. See [[Flows/Add delivered items to a purchase delivery|Add delivered items to a purchase delivery]].
* The purchase delivery is in the Draft status.
* You have the permission listed below.

== Permissions ==

{| class="wikitable"
|-
! Permission
! Access
|-
| Can Create External Supply Delivery on Facility
| Lets you approve, receive, and complete a purchase delivery at the facility. Facility Admin and Admin have this permission.
|}


== Steps ==
== Steps ==

# Open the purchase delivery and confirm its details and delivered items.
# Mark the delivery Pending when it is ready for receipt.
=== 1. Open the purchase delivery ===

# Record the goods actually received and resolve damaged or missing items.
# Set the delivery status to '''Completed'''.
Open the purchase delivery that you want to receive.

=== 2. Approve the delivery ===

Click '''Mark as Approved'''. Care moves the delivery from Draft to Pending.

=== 3. Record the goods you receive ===

Wait until the goods arrive at the destination location. Mark the delivery as received. Confirm the condition of each item. Select Normal or Damaged for each item.

=== 4. Complete the delivery ===

⚫
Click '''Mark as Completed'''. Care updates the stock counts of the inventory items at the destination location.

⚫
{{Note|1=If the delivery is linked to a patient, the delivery is a medication return. Care then creates a refund [[Concepts/Invoice|invoice]] and reversed charge items on the billing account of that patient.}}


== Expected Outcome ==
== Expected Outcome ==
⚫
Care adds the received quantities to inventory at the destination location.


* The purchase delivery is in the Completed status.
⚫
{{Note|1=For a patient-linked medication return, Care creates a refund invoice and reversed charge items.}}
* The stock counts of the inventory items at the destination location show the goods you receive.
* Each delivered item shows the condition that you confirm: Normal or Damaged.
* For a delivery that is linked to a patient, the billing account of that patient shows a refund invoice and reversed charge items.


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

Latest revision as of 17:23, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to approve a purchase delivery, record the goods you receive, and complete the delivery in Care. When you complete the delivery, Care updates the stock counts of the inventory items at the destination location.

Pre-requisites

Permissions

Permission Access
Can Create External Supply Delivery on Facility Lets you approve, receive, and complete a purchase delivery at the facility. Facility Admin and Admin have this permission.

Steps

1. Open the purchase delivery

Open the purchase delivery that you want to receive.

2. Approve the delivery

Click Mark as Approved. Care moves the delivery from Draft to Pending.

3. Record the goods you receive

Wait until the goods arrive at the destination location. Mark the delivery as received. Confirm the condition of each item. Select Normal or Damaged for each item.

4. Complete the delivery

Click Mark as Completed. Care updates the stock counts of the inventory items at the destination location.

📝 Note
If the delivery is linked to a patient, the delivery is a medication return. Care then creates a refund invoice and reversed charge items on the billing account of that patient.

Expected Outcome

  • The purchase delivery is in the Completed status.
  • The stock counts of the inventory items at the destination location show the goods you receive.
  • Each delivered item shows the condition that you confirm: Normal or Damaged.
  • For a delivery that is linked to a patient, the billing account of that patient shows a refund invoice and reversed charge items.

Open Healthcare Network's flagship product: an open-source, FHIR-native electronic medical record (EMR) and healthcare operating system.

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