01What it is
A requirement is a material order with the Needed status: you know what is missing, but you have not placed the order yet. Requirements and Orders are the same register; the Requirements screen opens it with the Needed filter already set.
A requirement belongs to a project or goes to stock, with no project. The supplier can be left as to be decided. You add items from the catalogue or enter them manually, with a catalogue number and a quantity.
While the status is Needed, people with finance access collect offers from several suppliers on the Offers tab. The application marks the cheapest and the fastest, and the chosen offer sets the supplier and the delivery date.
- ONE REGISTER
- A requirement changes status and becomes an order.
- PROJECT OR STOCK
- Material for a project or for stock.
- OFFERS TO COMPARE
- The cheapest and the fastest are marked automatically.
02What it is for
What is holding a project up
The project filter shows the materials it is missing.
Surplus first
A shortcut to surplus: is the material already at another base?
A better price
Offers from several suppliers with an amount, a delivery date and a validity date.
Ready to order
Change the status to Ordered without retyping the items.
03Main options
Requirements is the material order register narrowed to the Needed status, with a form, items and offers.
Number, project, site, supplier and deadline
Tiles: all orders, needed, ordered / in transit, value in progress (with finance access).
- Filters: project, status (Needed by default), category and group
- Search by number, project and supplier, CSV export
- The Surplus across sites shortcut in the screen menu
For a project or to stock
A separate screen with the Order, Items and Offers tabs.
- A project or “To stock, no project”, a supplier or “To be decided”
- Items from the catalogue or entered manually, catalogue number, quantity
- Purchase price, currency and rate on the item (with finance access)
Comparison and choice
The Offers tab, while the status is Needed.
- Supplier, net amount, delivery date and offer validity
- Cheapest and fastest markers
- The chosen offer sets the supplier and the delivery date, the others are rejected
04Tasks step by step
- STEP 1Open Modules › Suppliers and subcontractors › Requirements and choose New requirement.
- STEP 2Choose a project or “To stock, no project” and save.
- STEP 3On the Items tab add materials from the catalogue or enter them manually.
- STEP 1In the screen menu choose Surplus across sites.
- STEP 2If the material is at another base, prepare a transfer instead of a purchase.
- STEP 1On the Offers tab add offers from several suppliers.
- STEP 2Choose one. The supplier and the delivery date are set automatically.
- STEP 3Change the status to Ordered in the row menu or in the form.
05Actions
The most common tasks for requirements.
New requirement
Material for a project or for stock.
Surplus across sites
Is it already sitting somewhere?
Add offer
Amount, delivery date and validity.
Mark as: Ordered
The requirement becomes an order.
06What it connects to
Choose a module to see what happens to a requirement next.
Orders
Once its status changes, a requirement is an order.
Go to the topicOrdersSurplus
Surplus looks for material for requirements with the Needed status.
Go to the topicSurplusMaterials catalogue
You pick items from the materials catalogue.
Go to the topicMaterials catalogueSuppliers
You collect offers from and place orders with suppliers in the register.
Go to the topicSuppliers