Materials User Guide (with Financials)

If you receive materials that are unacceptable, damaged, over, or short, Procore creates a 'defect' once you finalize the receipt. This allows you to track and resolve the issue directly within the Materials tool.

• Required User Permissions

• A defect is generated when you finalize the item's receipt.

• After you resolve a defect, the 'Quantity Available' for the line item is adjusted in your inventory based on your selection.

1. Navigate to the project's Materials tool.

2. Click the Defects tab.

3. Click the defect ticket number.

4. Click Resolve for the line item.

5. Select how the resolution impacts inventory.

   • Resolve and add to inventory.

   • Resolve without adding to inventory.

6. Enter notes about how the issue was resolved.

7. Click Resolve to finalize.