{"id":156324,"date":"2026-11-04T12:59:15","date_gmt":"2026-11-04T12:59:15","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d9%86%d8%b4%d8%a7%d8%a1-%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d8%b4%d8%b1%d8%a7%d8%a1-%d9%85%d9%86-%d8%a8%d9%86%d9%88%d8%af-%d8%a3%d8%b9%d9%85%d8%a7%d9%84-%d8%a7%d9%84%d8%b9\/"},"modified":"2026-11-08T13:41:24","modified_gmt":"2026-11-08T13:41:24","slug":"creating-purchase-documents-from-contract-work-items","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/creating-purchase-documents-from-contract-work-items\/","title":{"rendered":"Creating Purchase Documents from Contract Work Items"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In the system, you can create purchase documents directly from the <strong style=\"color: #111827;\">Work Items<\/strong> of a construction contract instead of entering materials manually. Select the work items or materials you need to buy, choose the document type from <strong style=\"color: #111827;\">Purchase Options<\/strong>, and the add form opens with the materials, their quantities and units, linked to the contract project.<\/p>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Table of Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#before\"><strong style=\"color: #1a56db;\">Before You Start<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#types\"><strong style=\"color: #1a56db;\">Available Purchase Documents<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps to Create a Purchase Document from Work Items<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#filled\"><strong style=\"color: #1a56db;\">Data Filled Automatically<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#rules\"><strong style=\"color: #1a56db;\">How Materials Are Added to the Document<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"before\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Before You Start<\/h2>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The Purchase Options button appears in the Work Items tab when:<\/p>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The contract status is <strong style=\"color: #111827;\">Active<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The contract is linked to a <strong style=\"color: #111827;\">Cost Sheet<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Purchases<\/strong> app is enabled in your account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You have the permission to add the document type you need (see the table below). Only the types you have permission for appear in the list.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Your selection includes at least one material that can be purchased.<\/li>\n<\/ul>\n<h2 id=\"types\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Available Purchase Documents<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Document in Purchase Options<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required permission<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Purchase Request<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Manage Purchase Requests<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Quotation Request<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Manage Purchase Quotations<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Purchase Quotation<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Manage Purchase Quotations<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Purchase Order<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Manage Purchase Orders<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Purchase Invoice<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Add New Purchase Invoice<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps to Create a Purchase Document from Work Items<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click <strong style=\"color: #111827;\">Construction<\/strong> \u2192 <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_contract\/list?reset=1\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Contracts<\/strong><\/a>, then open the contract.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the <strong style=\"color: #111827;\">Work Items<\/strong> tab.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Select the work items whose materials you want to buy using the checkbox next to each item. Selecting a work item selects all its materials; you can also expand the item with the arrow next to it and select specific materials.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">A bar appears below the table showing the number of selected items, such as <strong style=\"color: #111827;\">2 selected<\/strong>. Click <strong style=\"color: #111827;\">Purchase Options<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the document type: <strong style=\"color: #111827;\">Purchase Request<\/strong>, <strong style=\"color: #111827;\">Quotation Request<\/strong>, <strong style=\"color: #111827;\">Purchase Quotation<\/strong>, <strong style=\"color: #111827;\">Purchase Order<\/strong>, or <strong style=\"color: #111827;\">Purchase Invoice<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The add page opens with the selected materials. Complete the remaining data, such as the supplier, and review the items.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong>.<\/li>\n<\/ol>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> You can edit any data in the document before saving, such as the quantity or unit price, or delete an item you do not need.<\/p>\n<\/div>\n<h2 id=\"filled\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Data Filled Automatically<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px; font-size: 15px; line-height: 1.8; color: #1f2430;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">What is filled in the document<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Item<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The material selected from the work items.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Quantity and unit<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The material quantity in the work item, in the same unit, such as 500 m2.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Project<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The construction project linked to the contract; the document appears under the project documents.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Unit price (purchase invoice)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The product purchase price. If the product has no purchase price, 0 appears and you can enter the price manually.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Tax (purchase invoice)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Based on the default tax settings in the purchase settings.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Cost center (purchase invoice)<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Assigned automatically based on the project cost tracking level. Details in <a style=\"color: #1a56db;\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/automatic-cost-center-distribution-on-purchase-invoices-created-from-the-contract\/\">Automatic Cost Center Distribution on Purchase Invoices Created from the Contract<\/a>.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How Materials Are Added to the Document<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Only materials are added to the purchase document; the work item itself is not added.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the same material appears in more than one work item with the same unit, it is added in one line with the total quantity.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the same material appears with different units, a separate line is added for each unit.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">If the selection has no material that can be purchased, the Purchase Options button does not appear.<\/li>\n<\/ul>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQs<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why does the Purchase Options button not appear in the Work Items tab?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Make sure the contract is Active, linked to a cost sheet, the Purchases app is enabled, you have permission to add at least one purchase document type, and the selected items include materials, not services only.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Can I create a purchase invoice for only some materials of a work item?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Yes. Expand the work item with the arrow next to it, select only the materials you need, then click Purchase Options.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why is the unit price 0 in the purchase invoice?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because the product has no purchase price. Enter the unit price manually before saving, or add the purchase price to the product.<\/p>\n<\/div>\n","protected":false},"author":38,"featured_media":0,"template":"","categories":[15599,16736],"tags":[15689,28652,28653,16579,28651,28654,6938,28312,4978,28494,21679,21677,4983,21678,28655,28317,28313,28616,28621,28622,28623],"class_list":["post-156324","tutorial","type-tutorial","status-publish","hentry","category-construction","category-contracts-construction","tag-construction","tag-construction-contract","tag-construction-purchases","tag-cost-sheet","tag-creating-purchase-documents-from-contract","tag-how-do-i-create-a-purchase-invoice-from-a-construction-contract","tag-purchase-invoice","tag-purchase-options","tag-purchase-order","tag-purchase-permissions","tag-purchase-quotation-en","tag-purchase-request-en","tag-purchases","tag-quotation-request-en","tag-why-does-the-purchase-options-button-not-appear-in-the-contract","tag-work-item-materials","tag-work-items","tag------en","tag---en","tag--------e"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Creating Purchase Documents from Contract Work Items - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/creating-purchase-documents-from-contract-work-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating Purchase Documents from Contract Work Items - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"In the system, you can create purchase documents directly from the Work Items of a construction contract instead of entering materials manually. 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