{"id":158437,"date":"2026-11-08T10:13:22","date_gmt":"2026-11-08T10:13:22","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=tutorial&p=158437"},"modified":"2026-11-15T12:40:25","modified_gmt":"2026-11-15T12:40:25","slug":"create-a-purchase-request-from-the-workitems-of-a-construction-contract","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/create-a-purchase-request-from-the-workitems-of-a-construction-contract\/","title":{"rendered":"Create a Purchase Request from the WorkItems of a Construction Contract"},"content":{"rendered":"
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You can create a Purchase Request<\/strong> for the contract’s materials directly from the Work Items<\/strong> tab, so the purchase request form opens with the materials, their quantities, and units, linked to the contract’s project. Use it to start the full purchase cycle, which goes through approval and then a quotation request.<\/p>\n

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Contents<\/p>\n

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  1. Steps<\/strong><\/a><\/li>\n
  2. Form fields<\/strong><\/a><\/li>\n
  3. After saving<\/strong><\/a><\/li>\n
  4. What transfers from the contract<\/strong><\/a><\/li>\n
  5. Before you begin<\/strong><\/a><\/li>\n
  6. Special cases<\/strong><\/a><\/li>\n
  7. Why doesn’t the button or document appear?<\/strong><\/a><\/li>\n
  8. Error messages and solutions<\/strong><\/a><\/li>\n
  9. FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n

    Steps<\/h2>\n
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    1. Open the contract from Contracts<\/strong><\/a>, then the Work Items<\/strong> tab.<\/li>\n
    2. Select the materials or work items, then click Purchase Options<\/strong> and choose Purchase Request<\/strong>.<\/li>\n
    3. The purchase request form opens with the Purchase Request Items<\/strong> filled in.<\/li>\n
    4. Enter the Title<\/strong>, review the dates and quantities, then click Save<\/strong>.<\/li>\n
    5. The request is saved with the under review status, and it needs approval before it can be converted to a Quotation Request<\/strong>.<\/li>\n<\/ol>\n

      Form fields<\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n
      Field<\/th>\nRequired<\/th>\nDefault<\/th>\nAccepted values<\/th>\nWhat it does<\/th>\n<\/tr>\n
      Code<\/strong><\/td>\nYes<\/td>\nThe next number in the automatic numbering<\/td>\nNumber<\/td>\nThe purchase request number<\/td>\n<\/tr>\n
      Title<\/strong><\/td>\nYes<\/td>\nEmpty<\/td>\nText<\/td>\nThe request name; it isn’t filled from the contract<\/td>\n<\/tr>\n
      Request Date<\/strong><\/td>\nNo<\/td>\nToday<\/td>\nDate<\/td>\nThe date the request was created<\/td>\n<\/tr>\n
      Required By<\/strong><\/td>\nNo<\/td>\nEmpty<\/td>\nA date on or after the request date<\/td>\nWhen you need the materials<\/td>\n<\/tr>\n
      Branch<\/strong><\/td>\nDepends on your account<\/td>\nThe current branch<\/td>\nYour branches<\/td>\nAppears when branches are enabled<\/td>\n<\/tr>\n
      Purchase Request Items<\/strong> (Item<\/strong>, Quantity<\/strong>, unit)<\/td>\nYes, at least one line<\/td>\nThe selected contract materials<\/td>\nAn active product; a quantity greater than zero; the product isn’t repeated<\/td>\nThe required materials<\/td>\n<\/tr>\n
      Project (hidden)<\/td>\nNo<\/td>\nThe contract’s project<\/td>\n\u2014<\/td>\nLinks the request to the contract’s project<\/td>\n<\/tr>\n
      Notes<\/strong><\/td>\nNo<\/td>\nEmpty<\/td>\nText<\/td>\nInternal notes<\/td>\n<\/tr>\n
      Attachment<\/strong><\/td>\nNo<\/td>\n\u2014<\/td>\nA file up to 5 MB<\/td>\nA supporting document<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      After saving<\/h2>\n