Construct PM – Requisitions

Overview

This screen is used to enter and view requisitions for items used on projects and jobs. Requisitions can include as many items as desired.

Requisition Log

Screenshot of Requisitions

The Requisition Log screen

Press the Requisition icon (Image of Requisition icon, rectangle with horizontal lines) in the Construct PM menu to launch the Requisition log screen. Here, you can view previously entered requisitions and add new items by pressing the Add New icon (Image of New Item icon, plus sign over horizontal lines) or remove items by pressing the Remove icon (Image of Remove Icon, red cirlce with white line).

Search

Press the Filter icon (Image of filter icon, triangle of horizontal lines) in the search bar to filter the search results. Requisitions can be filtered by author (show mine only) and status.

Sort

Press the icon that reads "Created Date" to sort requisitions by created date, required date, or status. Press the arrow next to the sort option to sort in ascending or descending order.

Entering a New Requisition

To enter a new requisition, press the Add New icon (Image of New Item icon, plus sign over horizontal lines) found on the Requisition log screen. This brings up the New Requisition screen, as shown below. Once all items have been entered in the Requisition record, press the Save icon (Image of Save icon, checkmark) at the top of the screen.

Screenshot of New Requisition

The New Requisition screen

Requester

Select the person making the request. This field defaults to the currently logged-in user.

Required Date

Select the date by which the requisition should be delivered.

Items

This table displays the items involved in the request. To add a new item to this table, press the [New Item] button. For more information, please refer to [New Item] – Button below.

Attachments

Press the Add Attachments button in this field to add an attachment to the requisition. The user can either take a new photo with the device's camera, attach a file from the device library, or attach a document already saved in Construct PM.

Notes

Enter any additional notes for the requisition here.

[New Item] – Button

Image of New Requisition Item

The New Requisition Item screen

Item Type

Select the type of the item being requested. Select Inventory or Non-Stock to populate the Item field with codes of that type. Select Free-form to enter the Item Code and Item Name manually, rather than selecting them from values in the LOV.

Item

Select the item code.

Type

This field only appears for Inventory type items. This field will be entered automatically depending on the value entered in the Item field.

Quantity, Weight Measure

Select the quantity and the unit of the item being requested.

Job

Select the job on which the item will be used. This is the only required field for this screen. Only jobs and subjobs appear in the Job field as the Requisitions program is built on the Field application.

Cost Code

Select the cost code for the item.

Category

Select the category for the item. This field is only available when a value has been entered in the Cost Code screen.

Comments

Enter any additional comments about the item in this field.