Issue Materials for Handover

Beta icon In Beta

This feature is currently in beta for select Procore customers.

Prerequisites

  • Materials must be available in inventory to be issued.

  • If issuing materials from a request, the request must be approved before materials can be issued. See Approve a Materials Request.

Steps

Issue Materials from a Request or UOSD Defect

  1. Navigate to the project's Materials tool.

  2. Click the Control tab.

  3. Click the Issuing sub tab.

  4. Click the issue ticket number.

  5. Optional: If materials are at multiple locations, or if you want to assign the picking task to more than one person, you can split the tickets by location:

    1. Under 'Pick Tickets', click the caret icon for the pick ticket.

      materials-sub-line-menu.png

    2. Select one of the following options:

      • Split by Inventory Locations to split by exact location.

      • Split by Top Inventory Locations to split by the top location in the hierarchy.

    3. Mark the checkbox for the pick ticket to filter the 'Document Line Items' by location.

    4. Optional: To assign a pick ticket to an employee, see Assign a Pick Ticket.

  6. Do one of the following:

    • Under 'Document Line Items', enter the quantity of the line item that has been picked from the inventory.

    • Click Quantity Picked for the line item to mark the materials picked from inventory.

  7. Under the 'Pick Tickets' section, click the 'Status' and select Handover to Person or Handover to Project.

  8. Complete the form.

  9. Click the signature field and write your signature, confirming the handover.

  10. Click Accept. Note: After all items have been fully picked, the 'Document Status' for the Issue Ticket is automatically updated to 'Fulfilled'.

Issue Materials Directly

  1. Navigate to the project's Materials tool.

  2. Add materials to your active list. See Add Materials to the List.

  3. Click Build and select Issue.

  4. Fill out the form:

    • Optional: Shipment Number/Name. Enter the shipment number or leave it blank to auto-generate a shipping number.

    • Requested By. Enter the name of the requestor.

    • Requested By. Enter the name of the requestor.

    • Optional: Instructions. Enter any instructions.

    • Optional: Work Package. Enter work package information.

    • Optional: Notes. Enter any notes.

  5. Under 'Line Items', click the quantity field for each line item and enter the quantity you are requesting.

  6. Optional: Mark the checkbox if you want to Clear (Active) List After Building Document.

  7. Click Build Document.

  8. Do one of the following:

    • Under 'Document Line Items', enter the picked quantity of the line item that has been picked from the inventory.

    • Click the arrow icon in the 'Picked Quantity' field to mark the full amount of materials picked from inventory.

  9. Under the 'Pick Tickets' heading, locate the 'Status' column.

  10. Under the 'Pick Tickets' section, click the 'Status' and select Handover to Person or Handover to Project.

  11. Complete the form.

  12. Click the signature field and write your signature, confirming the handover.

  13. Click Accept. Note: After all items have been fully picked, the 'Document Status' for the Issue Ticket is automatically updated to 'Fulfilled'.

Approve Materials Request
Adjustment Overview