{"id":156083,"date":"2026-11-03T14:43:23","date_gmt":"2026-11-03T14:43:23","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=156083"},"modified":"2026-11-03T14:43:57","modified_gmt":"2026-11-03T14:43:57","slug":"guide-to-purchasing-contract-materials-from-purchase-request-to-purchase-invoice","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-purchasing-contract-materials-from-purchase-request-to-purchase-invoice\/","title":{"rendered":"Guide to Purchasing Contract Materials from Purchase Request to Purchase Invoice"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]You can purchase contract materials directly from the <strong>Work Items<\/strong> tab inside the contract, by selecting work items or materials and then choosing the purchase transaction from <strong>Purchase Options<\/strong>. The system opens the transaction form with the materials, their quantities, and units as they are in the work items, linked to the contract\u2019s project, so you don\u2019t need to enter them manually. This tutorial explains how to create a purchase request from the contract, and then create a purchase invoice the same way.[\/vc_column_text][vc_column_text el_class=&#8221;tut-toc&#8221;]Table of Contents<\/p>\n<ol>\n<li><a href=\"#before-you-start\">Before you start<\/a><\/li>\n<li><a href=\"#steps\">Steps to purchase contract materials<\/a><\/li>\n<li><a href=\"#how-it-works\">How it works<\/a><\/li>\n<li><a href=\"#faq\">FAQs<\/a><\/li>\n<\/ol>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;before-you-start&#8221;][vc_column][vc_custom_heading text=&#8221;Before you start&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002001{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-check&#8221;]<\/p>\n<ul>\n<li>You have an <strong>Active<\/strong> construction contract on a project, with work items that contain materials.<\/li>\n<li>The supplier you will buy from is added to the system if you will create a purchase invoice.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row el_id=&#8221;steps&#8221;][vc_column][vc_custom_heading text=&#8221;Steps to purchase contract materials&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002002{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_custom_heading text=&#8221;First: Select the contract materials and choose the purchase transaction&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002003{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"1\">\n<li>From the main menu, click <strong>Construction<\/strong>, then <a href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/construction_contract\/list\" target=\"_blank\" rel=\"noopener\">Contracts<\/a>, and open the contract.<\/li>\n<li>Click the <strong>Work Items<\/strong> tab.<\/li>\n<li>Select the work items or materials you want to purchase using the checkboxes. To show the materials under a work item, click the arrow next to its name.<\/li>\n<li>A bar appears at the bottom of the screen with the number of selected items. Click <strong>Purchase Options<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156072&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"5\">\n<li>Select the purchase transaction you want to create: <strong>Purchase Request<\/strong>, <strong>Quotation Request<\/strong>, <strong>Purchase Quotation<\/strong>, <strong>Purchase Order<\/strong>, or <strong>Purchase Invoice<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156074&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_custom_heading text=&#8221;Second: Create the purchase request&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002004{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"6\">\n<li>When you select <strong>Purchase Request<\/strong>, the <strong>Add Purchase Request<\/strong> form opens with the selected materials in <strong>Purchase Request Items<\/strong>, with their quantities and units.<\/li>\n<li>Enter the <strong>Title<\/strong>, review the other details and edit them if needed, then click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156076&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"8\">\n<li>The message <span class=\"tut-msg\">Purchase Request Added Successfully<\/span> appears, and the request page opens with the <strong>Pending<\/strong> status, along with the <strong>Approve<\/strong> and <strong>Reject<\/strong> buttons.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156078&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_custom_heading text=&#8221;Third: Create the purchase invoice&#8221; font_container=&#8221;tag:h3|font_size:21px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002005{margin-top: 26px !important;margin-bottom: 14px !important;padding-left: 12px !important;border-left: 3px solid #3B6FD4 !important;}&#8221;][vc_column_text el_class=&#8221;tut-steps&#8221;]<\/p>\n<ol start=\"9\">\n<li>Go back to the <strong>Work Items<\/strong> tab in the contract, select the materials, then click <strong>Purchase Options<\/strong> and select <strong>Purchase Invoice<\/strong>.<\/li>\n<li>The purchase invoice form opens with the materials, their quantities, and units, and the cost center set for each line. Select the <strong>Supplier<\/strong>, enter the <strong>Unit Price<\/strong>, review the other details, then click <strong>Save<\/strong>.<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_single_image image=&#8221;156080&#8243; img_size=&#8221;large&#8221; add_caption=&#8221;yes&#8221; alignment=&#8221;center&#8221; style=&#8221;vc_box_rounded&#8221; onclick=&#8221;link_image&#8221; el_class=&#8221;tut-shot&#8221;][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-lightbulb&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Tip:<\/strong> The transaction you create from the contract is linked to the contract\u2019s project, and the project name appears in the page path above the form.[\/vc_message][vc_message message_box_color=&#8221;alert-success&#8221; icon_fontawesome=&#8221;fas fa-check-circle&#8221; el_class=&#8221;tut-callout tut-tip&#8221;]<strong>Result:<\/strong> Your contract material purchase transactions are now linked to the contract\u2019s project, without entering the materials or their quantities manually.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;how-it-works&#8221;][vc_column][vc_custom_heading text=&#8221;How it works&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002006{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_column_text el_class=&#8221;tut-table&#8221;]<\/p>\n<table>\n<thead>\n<tr>\n<th>What is copied to the form<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Items<\/td>\n<td>The selected materials from the work items.<\/td>\n<\/tr>\n<tr>\n<td>Quantity and unit<\/td>\n<td>The quantity and unit as they are for the material in the work item.<\/td>\n<\/tr>\n<tr>\n<td>Project<\/td>\n<td>The transaction is linked to the contract\u2019s project.<\/td>\n<\/tr>\n<tr>\n<td>Cost center<\/td>\n<td>Set automatically for each line in the purchase invoice.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>[\/vc_column_text][vc_message message_box_color=&#8221;alert-info&#8221; el_class=&#8221;tut-callout tut-note&#8221;]<strong>Note:<\/strong> You can edit any details in the form before saving, and the transaction is saved only after you click <strong>Save<\/strong>.[\/vc_message][\/vc_column][\/vc_row][vc_row el_id=&#8221;faq&#8221;][vc_column][vc_custom_heading text=&#8221;FAQs&#8221; font_container=&#8221;tag:h2|font_size:26px|text_align:left|color:%2304306b|line_height:1.6&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1762000002007{margin-top: 30px !important;margin-bottom: 16px !important;padding-bottom: 10px !important;border-bottom: 2px solid #E3E9F2 !important;}&#8221;][vc_toggle title=&#8221;Which purchase transactions can I create from the contract?&#8221; el_class=&#8221;tut-faq&#8221;]<strong>Purchase Request<\/strong>, <strong>Quotation Request<\/strong>, <strong>Purchase Quotation<\/strong>, <strong>Purchase Order<\/strong>, and <strong>Purchase Invoice<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;Where do I start purchasing contract materials?&#8221; el_class=&#8221;tut-faq&#8221;]From the <strong>Work Items<\/strong> tab on the contract page, by selecting the materials and then clicking <strong>Purchase Options<\/strong>.[\/vc_toggle][vc_toggle title=&#8221;Do I need to enter the materials and their quantities manually?&#8221; el_class=&#8221;tut-faq&#8221;]No. The selected materials are copied to the form with their quantities and units, and you can edit them before saving.[\/vc_toggle][vc_toggle title=&#8221;Is the purchase transaction linked to the contract\u2019s project?&#8221; el_class=&#8221;tut-faq&#8221;]Yes. The transaction is linked to the contract\u2019s project, and the project name appears in the page path.[\/vc_toggle][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":38,"template":"","categories":[15599,16736],"tags":[15689,21072,28316,17508,28319,28318,28311,8136,28315,28312,4978,21679,28314,4983,21678,28317,28313],"class_list":["post-156083","user_manual","type-user_manual","status-publish","hentry","category-construction","category-contracts-construction","tag-construction","tag-construction-contracts","tag-contract-project","tag-cost-center","tag-how-do-i-create-a-purchase-invoice-for-contract-materials","tag-how-do-i-create-a-purchase-request-from-a-construction-contract","tag-purchase-contract-materials","tag-purchase-cycle","tag-purchase-invoice-from-contract","tag-purchase-options","tag-purchase-order","tag-purchase-quotation-en","tag-purchase-request-from-contract","tag-purchases","tag-quotation-request-en","tag-work-item-materials","tag-work-items"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Purchasing Contract Materials from Purchase Request to Purchase Invoice - 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\/user_manual\/guide-to-purchasing-contract-materials-from-purchase-request-to-purchase-invoice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide to Purchasing Contract Materials from Purchase Request to Purchase Invoice - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text el_class=&#8221;tut-intro&#8221;]You can purchase contract materials directly from the Work Items tab inside the contract, by selecting work items or materials and then choosing the purchase transaction from Purchase Options. 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