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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The New Purchase Order page at /fa/purchase-orders/new provides a form for creating a purchase order including header details and line items linked to accounts, funds, departments, programs, and delivery sites.

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Overview

Navigating to /fa/purchase-orders/new loads PurchaseOrderCreatePage. The page fetches active vendors, accounts (fa_accounts), funds (fa_funds), departments (pf_departments with cost_center or both type), programs (fa_programs), and sites (pf_sites) for the current organization. A po_number is pre-generated via useGeneratePONumber. On submit, useCreatePurchaseOrder saves the PO and lines, then redirects to /fa/purchase-orders/:id.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Identify the vendor and have their record active in the system.
  • Know the line items: account, quantity, unit price, and any fund/department/program allocations.
  • The system will generate a PO number automatically.

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Steps

  1. Navigate to Finance & Revenue → Payables & Expenses → Purchase Orders and select New Purchase Order, or go to /fa/purchase-orders/new.
  2. Select the vendor and complete delivery information.
  3. Add one or more line items with account, quantity, and unit price. Optionally assign fund, department, program, and site.
  4. Review the pre-generated PO number shown in the header.
  5. Select Submit (or the form action). The PO is saved and you are redirected to the PO detail page.

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Key concepts

Extended amount — Calculated per line as quantity × unit price; stored in fa_purchase_order_lines.extended_amount. Three-way match — POs link to receipts and bills; matching status is visible on the detail page via ThreeWayMatchSummary.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/PurchaseOrderCreatePage.tsx
  • src/cores/fa/hooks/usePurchaseOrders.ts
  • src/cores/fa/components/POForm.tsx