diff --git a/Care/Operations/purchase_report_pallium.md b/Care/Operations/purchase_report_pallium.md new file mode 100644 index 0000000..fbc4abf --- /dev/null +++ b/Care/Operations/purchase_report_pallium.md @@ -0,0 +1,56 @@ + +# Purchase Report - Pallium + +> Detailed line-level purchase / supply delivery report with supplier, destination, batch, expiry and purchase value + +## Purpose + +Line-by-line view of stock received via supply deliveries at Pallium. Each row represents one supply delivery and shows the supplier, destination location, product, batch / expiry details, unit purchase price, quantity delivered and the total purchase value. + +## Parameters + +| Parameter | Type | Description | Example | +|-----------|------|-------------|---------| +| `date` | DATE / range | Metabase date filter (typically bound to `sd.created_date`) | `'2026-05-01'` | +| `supplier_name` | TEXT | Filter by supplier organisation name (exact match) | `'ABC Pharma'` | +| `stock_name` | TEXT | Filter by product / stock name (exact match) | `'Paracetamol'` | + +--- + +## Query + +```sql +SELECT + sd.created_date AS supply_date, + org.name AS supplier_name, + fl.name AS destination, + p.batch->>'lot_number' AS lot_number, + p.expiration_date, + pk.name AS product_name, + p.purchase_price, + sd.supplied_item_quantity * p.purchase_price AS total_purchase, + sd.supplied_item_quantity AS quantity_delivered +FROM emr_supplydelivery sd +JOIN emr_inventoryitem ii ON sd.supplied_inventory_item_id = ii.id +JOIN emr_product p ON ii.product_id = p.id +JOIN emr_productknowledge pk ON p.product_knowledge_id = pk.id +JOIN emr_deliveryorder d ON sd.order_id = d.id +JOIN emr_organization org ON d.supplier_id = org.id +JOIN emr_facilitylocation fl ON d.destination_id = fl.id +WHERE sd.status NOT IN ('entered_in_error', 'abandoned') + --[[AND {{date}}]] + --[[AND org.name = {{supplier_name}}]] + --[[AND pk.name = {{stock_name}}]] +ORDER BY supplier_name; +``` + +## Notes + +- **Metabase filters:** + - `[[AND {{date}}]]` is a field filter — bind it to `sd.created_date` (or whatever date column you want filterable) in the Metabase variable settings. + - `[[AND org.name = {{supplier_name}}]]` and `[[AND pk.name = {{stock_name}}]]` are exact-match text filters on supplier and product name. + +*Last updated: 2026-05-25* + +```` +