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Add purchase report documentation for Pallium #104
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| # Purchase Report - Pallium | ||
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| > Detailed line-level purchase / supply delivery report with supplier, destination, batch, expiry and purchase value | ||
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| ## Purpose | ||
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| 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. | ||
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| ## Parameters | ||
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| | 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'` | | ||
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| --- | ||
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| ## Query | ||
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| ```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; | ||
| ``` | ||
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| ## Notes | ||
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| - **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. | ||
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| *Last updated: 2026-05-25* | ||
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| ```` | ||
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