# Magento Modules: * Magento_PurchaseOrder * Magento_PurchaseOrderGraphQl * Magento_PurchaseOrderRule * Magento_PurchaseOrderRuleGraphQl * Magento_CheckoutAgreementsPurchaseOrder * Magento_PaypalPurchaseOrder > Only `Magento_PurchaseOrder` and `Magento_PurchaseOrderRule` have storefront affecting logic/output. > `Magento_CheckoutAgreementsPurchaseOrder` affects checkout only (along with `Magento_PurchaseOrder`). # Adobe Commerce Packages * magento/module-purchase-order * magento/module-purchase-order-graph-ql * magento/module-purchase-order-rule * magento/module-purchase-order-rule-graph-ql * magento/module-checkout-agreements-purchase-order * magento/module-paypal-purchase-order # Repository > Note: this repo is only accessible with a Hyvä Enterprise license or as a contributor. > > For more details, see: https://www.hyva.io/hyva-enterprise.html. https://gitlab.hyva.io/hyva-enterprise/b2b/magento2-ee-magento-purchase-order ## Features > All points are rated according to priority as P1 (critical), P2 (important), P3 (minor). - [x] basic - does not break layout/design > Note: this issue is for features related to the main Hyvä Theme only. See #119 for details on Hyvä Checkout compatibility. All checkout features are also supported using the fallback Luma checkout. > PO is used as an abbreviation for Purchase Order. Any item with a prefix of [rule] denotes the feature comes from the `Magento_PurchaseOrderRule` module. All other items are for the main `Magento_PurchaseOrder` module. > Note: All below features assume output only if company accounts and purchase orders are enabled in Stores > Configuration: `btob/website_configuration/company_active` / `btob/website_configuration/purchaseorder_enabled` along with purchase orders being enabled for the company. ### Global - Customer Account Header <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P2] Add 'My Purchase Orders' when logged in - [x] [P3] Visible with relevant permissions only (view/create POs) </details> ### Cart (`/checkout/cart/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P3] Remove coupon code field (when special layout handle applied: `checkout_cart_index_remove_coupon`) > Can't find where this is ever applied in code, but layout file re-implemented to cover. </details> ### Purchase Order Success Page (`/purchaseorder/purchaseorder/success`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Display PO approval notice (header / text) - [x] [P2] Link to created PO (with PO #) - [x] [P3] 'Continue Shopping' button (goes to homepage) </details> ### Customer Account Area (all pages) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Add 'My Purchase Orders' menu item - [x] [P2] Visible with relevant permissions only (view/create POs) - [x] [P1] [rule] Add 'Approval Rules' menu item - [x] [P2] Visible with relevant permissions only (view/create POs) </details> ### Purchase Order Listing Page (`/purchaseorder/purchaseorder/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Accessible with relevant permissions only <img src="/uploads/b3397d7c6fee9aa80c9a932a75332178/image.png" width="400" height="auto" /> #### My Purchase Orders Tab - [x] [P1] Purchase orders table - PO #, Order #, Created, Updated, Created By, Status, Total and Action columns - [x] [P1] Link to each PO detail page - [x] [P2] Pagination works - [x] [P2] Limiter works #### Company Purchase Orders Tab - [x] [P1] Visible with relevant permissions only (view subordinate / all company POs) - Plus one or more of these orders exist - [x] [P1] Purchase orders table - PO #, Order #, Created, Updated, Created By, Status, Total and Action columns - [x] [P1] Link to each PO detail page - [x] [P2] Pagination works - [x] [P2] Limiter works - [x] [P2] Select/deselect individual POs - [x] [P2] Select/deselect all POs - [x] [P3] Selected purchase orders count (total) - [x] [P2] Disable selection for approved POs - [x] [P2] Approve selected POs - [x] [P3] Modal confirmation - [x] [P2] Reject selected POS - [x] [P3] Modal confirmation ##### Approve/Reject Modal - [x] [P3] Show confirmation message - [x] [P3] Confirm/submit - [x] [P3] Cancel/close #### Requires My Approval Tab - [x] [P1] [rule] Visible with relevant permissions only (can view company POs) and approval rules set up that require current users role to approve - Plus one or more of these orders exist - [x] [P2] [rule] Show number of POs requiring approval in tab title - [x] [P1] [rule] Purchase orders table - PO #, Order #, Created, Updated, Created By, Status, Total and Action columns - [x] [P1] [rule] Link to each PO detail page - [x] [P2] [rule] Pagination works - [x] [P2] [rule] Limiter works - [x] [P2] [rule] Select/deselect individual POs - [x] [P2] [rule] Select/deselect all POs - [x] [P2] [rule] Selected purchase orders count (total) - [x] [P2] [rule] Disable selection for approved POs - [x] [P2] Approve selected POs - [x] [P3] Modal confirmation - [x] [P2] Reject selected POS - [x] [P3] Modal confirmation ##### Approve/Reject Modal - [x] [P3] Show confirmation message - [x] [P3] Confirm/submit - [x] [P3] Cancel/close </details> <details> <summary>Unsupported features (click to expand items checklist)</summary> - [ ] [P3] Column sorting on tables > May be implemented in future, dependent on demand/usefulness </details> ### Purchase Order View (`/purchaseorder/purchaseorder/view/request_id/{id}/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Visible with relevant permissions only (view/create POs) #### Header Area - [x] [P1] Show PO # and status - [x] [P2] Output and link to quote (if PO was created from a negotiable quote) - [x] [P2] Output and link to order (if order has been placed from PO) - [x] [P2] Show PO created date and company user (customer) that created it - [x] [P2] Add PO items to shopping cart link* > *There is a bug with negotiable quotes here that lets you reorder items at the quoted price (this is disabled on orders, i.e. reorder links are removed) - this is a default Magento (Luma) issue, not Hyvä specific #### Info Tabs ##### PO items Tab - [x] [P1] Show item list - Name, SKU, Price, Qty, Subtotal columns - [x] [P1] Show totals - Ensure to consider tax variances and discounts ##### Approval Flow Tab - [x] [P1] [rule] Visible only when approval rules are set up for the role of user that placed the PO and the PO meets the conditions of one or more rule - [x] [P1] [rule] Output rule name - [x] [P1] [rule] Output rule status (icon) and message <img src="/uploads/4baf28270c4a8a2ba736c4e82a3d2857/image.png" width="400" height="auto" /> > Note: there can be multiple rules and multiple approvers per rule, each with different statuses ##### Comments Tab - [x] [P2] Show all previously submitted comments for the PO > UX improvement consideration: only display when a comment has been left (like approval flow tab) ##### History Log Tab - [x] [P2] Show all updates made for the PO - Date, time, comment, user #### Shipping & Payment Info - [x] [P1] Show shipping address - [x] [P3] Telephone should be a link (`:tel`) - [x] [P1] Show shipping method - [x] [P1] Show billing address - [x] [P3] Telephone should be a link (`:tel`) - [x] [P1] Show payment method #### Comment - [x] [P2] Add a comment to PO #### PO Actions - [x] [P1] Visible with relevant permissions only (can approve POs) - [x] [P1] Approve PO - [x] [P1] Reject PO - [x] [P1] Cancel PO - [x] [P1] [rule] Validate PO - [x] [P1] [rule] Visible only when one or more approval rules need to be validated (approved) by the role of current user - [x] [P1] Place order from PO - [x] [P1] Visible only if approved and can checkout (allow checkout permission) </details> ### Negotiable Quote Detail Page (`/negotiable_quote/quote/view/quote_id/{id}/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P2] Display purchase order number/link (for quotes converted into a purchase order) </details> ### Negotiable Quote Detail Print (`/negotiable_quote/quote/print/quote_id/{id}/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P3] Display purchase order number/link (for quotes converted into a purchase order) </details> ### Order Detail Page (`/sales/order/view/order_id/{id}`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P2] Display purchase order number/link (for purchase orders converted into an order) </details> ### Order Detail Print (`/sales/order/view/order_id/{id}`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P3] Display purchase order number/link (for purchase orders converted into an order) > Note: this is an additional feature not included in Luma </details> ### Approval Rules Listing Page (`/purchaseorderrule/`) <details> <summary>Completed features (click to expand items checklist)</summary> > Only visible with relevant permissions (can view or create/edit/delete approval rules) - [x] [P1] [rule] Approval rules table - Rule Name, Status, Rule Type, Created by, Applies to, Approver, Actions columns - [x] [P1] [rule] View approval rule link - [x] [P2] [rule] Visible with relevant permissions only (view approval rules, but not create, edit, delete) - [x] [P1] [rule] Edit approval rule link - [x] [P2] [rule] Visible with relevant permissions only (create, edit, delete approval rules) - [x] [P1] [rule] Delete approval rule link - [x] [P2] [rule] Visible with relevant permissions only (create, edit, delete approval rules) - [x] [P3] Modal confirmation - [x] [P2] [rule] Pagination works - [x] [P2] [rule] Limiter works - [x] [P1] [rule] Add new approval rule button - [x] [P2] [rule] Visible with relevant permissions only (create, edit, delete approval rules) ##### Delete Modal - [x] [P3] Show confirmation message - [x] [P3] Confirm/submit - [x] [P3] Cancel/close </details> <details> <summary>Unsupported features (click to expand items checklist)</summary> - [ ] [P3] Column sorting on tables > May be implemented in future, dependent on demand/usefulness </details> ### Approval Rules Create Page (`/purchaseorderrule/create/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Accessible with relevant permissions only (create, edit, delete approval rules) - [x] [P1] [rule] Show 'create new' page title - [x] [P1] [rule] Status select - [x] [P1] [rule] Name field - [x] [P1] [rule] Description field - [x] [P1] [rule] Applies to radio buttons - [x] [P1] [rule] Show role checkboxes for 'specific roles' option - [x] [P1] [rule] Rule type select - [x] [P3] [rule] Rule type tooltip - [x] [P1] [rule] Rule type totals conditions (based on selected rule type) - [x] [P3] [rule] Rule type field requires approval search/filter results - [x] [P1] [rule] Rule type field requires approval selection - [x] [P2] [rule] Approval rule form validation (required fields) - [x] [P1] [rule] Approval rule form submits - [x] [P3] [rule] 'Back' link </details> ### Approval Rules Edit Page (`/purchaseorderrule/edit/index/rule_id/{id}/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P1] Accessible with relevant permissions only (create, edit, delete approval rules) - [x] [P1] [rule] Show 'edit' page title - [x] [P1] [rule] Status select (with existing data pre-populated) - [x] [P1] [rule] Name field (with existing data pre-populated) - [x] [P1] [rule] Description field (with existing data pre-populated) - [x] [P1] [rule] Applies to radio buttons (with existing data pre-populated) - [x] [P1] [rule] Show role checkboxes for 'specific roles' option (with existing data pre-populated) - [x] [P1] [rule] Rule type select (with existing data pre-populated) - [x] [P3] [rule] Rule type tooltip - [x] [P1] [rule] Rule type totals conditions (based on selected rule type) (with existing data pre-populated) - [x] [P3] [rule] Rule type field requires approval search/filter results - [x] [P1] [rule] Rule type field requires approval selection (with existing data pre-populated) - [x] [P2] [rule] Approval rule form validation (required fields) - [x] [P1] [rule] Approval rule form submits - [x] [P3] [rule] 'Back' link </details> ### Approval Rules View Page (`/purchaseorderrule/view/index/rule_id/{id}/`) <details> <summary>Completed features (click to expand items checklist)</summary> - [x] [P2] Accessible with relevant permissions only (view approval rules only) - [x] [P2] [rule] Approval rule info - Status, name, description, applies to, rule type, totals conditions, requires approval from - Replace form fields with static output (improvement over Luma) - [x] [P3] [rule] 'Back' link </details> ## Contributors @ryan-copeland ## Voting Use :thumbsup: to cast your vote.Atque ducimus error pariatur quod quibusdam blanditiis neque quibusdam.