Flows/Update the status of a purchase order: Difference between revisions

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Latest revision as of 17:21, 14 August 2026

flowsupplyCARE 3.0+

Overview

This flow describes how to move a purchase order forward in Care. You change the status of the order when the order progresses, or when you stop it.

Pre-requisites

Someone created the purchase order at your facility, and you open that order.
You have the permissions listed below.

Permissions

Permission	Access
Can Create Supply Request on Facility	Lets you create a purchase order, edit it, and change its status.

Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.

Steps

1. Open the purchase order

Open the purchase order that you want to update.

2. Start the edit

Click Edit.

📝 Note

Care has no separate approve button or complete button. You move the order forward from the edit form.

3. Select the new status

Select the new value in the Status field. The table shows each status.

Status	What it means
Draft	You still prepare the order.
Pending	You sent the order forward for supply.
Completed	The vendor supplied everything in the order.
Abandoned	You stopped the order before supply.
Entered in Error	You created the order by mistake.

4. Save the purchase order

Save the purchase order.

Expected Outcome

Care records the new status on the purchase order.
The purchase order shows the new status when you view it.

Concept: Concepts/Purchase Order
Reference: References/Supply Request

@@ Line 3: / Line 3: @@
 |domain=supply
 |title=Update the status of a purchase order
-|summary=Change a purchase order to Draft, Pending, Completed, Abandoned, or Entered in Error.
+|summary=This flow describes how to move a purchase order forward in Care. You change the status of the order when the order progresses, or when you stop it.
 |order=4
 |introduced=3.0
@@ Line 9: / Line 9: @@
 |reference=References/Supply Request
 }}
+== Overview ==
+This flow describes how to move a [[Concepts/Purchase Order|purchase order]] forward in Care. You change the status of the order when the order progresses, or when you stop it.
+== Pre-requisites ==
+* Someone created the purchase order at your facility, and you open that order.
+* You have the permissions listed below.
+== Permissions ==
+{| class="wikitable"
+|-
+! Permission
+! Access
+|-
+| Can Create Supply Request on Facility
+| Lets you create a purchase order, edit it, and change its status.
+|}
+Facility Admin, Admin, Staff, Doctor, and Nurse have this permission.
 == Steps ==
-# Open the purchase order.
+=== 1. Open the purchase order ===
-# Select '''Edit'''.
-# Select the required status: Draft, Pending, Completed, Abandoned, or Entered in Error.
-# Save the order.
+Open the purchase order that you want to update.
+=== 2. Start the edit ===
+Click '''Edit'''.
+{{Note|1=Care has no separate approve button or complete button. You move the order forward from the edit form.}}
+=== 3. Select the new status ===
+Select the new value in the '''Status''' field. The table shows each status.
+{| class="wikitable"
+|-
+! Status
+! What it means
+|-
+| Draft
+| You still prepare the order.
+|-
+| Pending
+| You sent the order forward for supply.
+|-
+| Completed
+| The vendor supplied everything in the order.
+|-
+| Abandoned
+| You stopped the order before supply.
+|-
+| Entered in Error
+| You created the order by mistake.
+|}
+=== 4. Save the purchase order ===
+Save the purchase order.
 == Expected Outcome ==
-Care records the new status. There is no separate approve or complete action, and changing the order does not create a purchase delivery.
+* Care records the new status on the purchase order.
+* The purchase order shows the new status when you view it.
 {{Navbox supply}}