Purchase Orders

Workflows for Issuing and managing Purchases for the Demo202509 release are spread over a number of use cases:

This document aims to provide an overall summary of these workflows and reconcile any discrepancies from the individual use cases.

The Procurement Workflow has the following end-2-end steps:

Cards for an item can be listed from the Items view.
Cards are added to the procurement queue. This is done by acting on the card to put it in the REQUESTED state. (i.e., The card receives an ACCEPTED signal).
The user reviews the procurement queue. The procurement queue is a list of all cards in the REQUESTED state grouped by Vendor and Order Method.
The user selects cards and then Orders them. For online orders, the Item URL for the vendor will open. For other methods, a side panel will display e-mail text for the user to copy. The user can then paste the text into their e-mail program. In the future, the system will control this ordering process by sending the email or accessing online ordering APIs.
The user Order action puts the card in the IN_PROCESS state. This is accomplished by sending the card a “start_processing” signal.
The user can look at all the cards that are in IN_PROCESS state in the Receiving view. It can select them and Receive them. Receiving the card will send a “Receive” signal to it, which puts it in a “FULFILLED” state.

Comments