Keep the site requirement clear before the purchase is approved.
Connect site material requests to commercial review, purchasing and receipts.
How to build your construction material requisitions
Describe the job
Connect site material requests to commercial review, purchasing and receipts.
Review the first version
Choose how the site coordinator records the Project and how the commercial reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Requisition MR-048 through the handoffs.
This fictional construction material requisitions example shows the ordinary handoff and the decision that remains open.
Construction material requisitions example
- Record
- Requisition MR-048
- Work package
- Block B joinery
Current stage · Site supervisor
Specify the work-package requirement
A fictional site requests 20 door sets against Block B joinery.
Read the full walkthrough
Specify the work-package requirement
A fictional site requests 20 door sets against Block B joinery.
- Record:
- Requisition MR-048
- Work package:
- Block B joinery
Review the requirement and scope
The project manager confirms 18 in scope and leaves two pending a variation.
- Record:
- Requisition MR-048
- Requested:
- 20 door sets
Record the approved purchasing handoff
Procurement records a supplier order for the 18 approved sets.
- Record:
- Requisition MR-048
- Approved:
- 18 door sets
Reconcile the delivered quantity
The site accepts 17 and records one outstanding set without closing the balance.
- Record:
- Requisition MR-048
- Accepted:
- 17 door sets
What to include in your construction material requisitions
Keep the Project in context
Keep Project, work package, material code, unit of measure, requested quantity, need-by date, scope decision and quantity received together so the next person can understand the request or record.
When the next step needs a decision
A sample site requests 20 door sets against Block B joinery. The project manager confirms 18 in scope and leaves two pending a variation.
Keep quantity received visible
Keep the remaining material balance visible after a partial delivery.
Choose what each person needs
Give the site coordinator a working view and the commercial reviewer a review view. Keep Project and work package attached to the decision as the work moves between them.
Questions about construction material requisitions
Start with Project, work package, material code, unit of measure, requested quantity, need-by date, scope decision and quantity received. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
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