If a CAPEX project is not showing when you try to create an order, it is usually because the project has not been assigned to the correct month. This article explains how to check and update the project so it can be used.
Why this happens
CAPEX projects must be enabled for a specific month before they can be selected when raising orders. If the month has not been selected, the project will not appear.
How to update the project month
Log in to CareBlox and open the Purchasing module.
Click Spending Plans from the top menu.
Select View Plans.
Use the filters to find the relevant CAPEX category (e.g. Budgeted CAPEX).
Click Show List.
Scroll to find the required Project.
Check the monthly columns for that project.
Tick the checkbox for the relevant month.
Click Update to save.
What happens next
Once the correct month is selected, the CAPEX project will be available when raising orders.
If the project still does not appear after these steps, Please use our Access Digital Assistant to get support. for further investigation.