Purpose

The Requests module allows users to submit requests for supplies or materials required for specific projects or office use. It facilitates tracking, managing, and processing these requests efficiently.

Requests List View

The main view displays all active Request records within TRUE and allows users to create new and filter existing Requests.

Search & Filter Options

• Quick Search: Search by Product/Service, Notes, or Requestor.
• "Done" Filter: Shows requests marked as completed.
• "Pending" Filter: Shows requests not yet marked as done.
• Advanced Filter: Allows searching by various Request characteristics.

Column Headers

• Description: Contains basic Request information (quantity, size, unit, item/product description, requestor name, requested timestamp, and date needed).
• Done: Indicates if the request has been completed.

Additional Features

• "+" Button: Creates a new Request record.
• "PDF" Button: Generates a report of all Requests in the current filtered list.
• "⚙️" Button: Accesses the "Generate Reorders" function.

Batch Actions

• Delete: Removes selected Requests (irreversible).
• Done: Marks selected Requests as completed.
• New PO: Creates a new Purchase Order with selected Requests.
• Add to PO: Adds selected Requests to an existing Purchase Order.
• Needed: Sets the "Date Needed" field for selected Requests.
• Drop Ship: Toggles the "Drop Ship" option for selected Requests.

Requests Selected View

When a Request is selected, users can view and edit its details.

Fields

• Product/Service: Item being requested (can be manually entered or selected from Products/Services list).
• Quantity: Amount of items requested.
• Unit: Unit of measurement for the requested item.
• Size: Specific size of the requested item.
• Notes: Additional information about the request.
• Requestor: Username of the person who created the Request.
• Requested Timestamp: Date and time the Request was created.
• Date Needed: Date by which the item is needed.
• Vendor Quote: Linked Vendor Quote record.
• Job/Contract/Facility/Division: Linked cost center.
• Drop Ship: Toggle for special shipping instructions.

Additional Options

• "↑/↓" Buttons: Navigate to previous or next record.
• Product / Services "🖋️" Button: Select a specific Product from the Products/Services list.
• Vendor Quote "🖋️" Button: Select a specific Vendor Quote record.
• Cost Center "🖋️" Button: Select a specific Job, Contract, Facility, or Division record.

Common Workflow Questions

1. How do I create a new request for supplies?
2. Can I link a request to a specific job or contract?
3. How do I mark a request as completed?
4. What's the process for turning a request into a purchase order?
5. How can I filter requests to see only those for a specific project?
6. What does the "Generate Reorders" function do and when should I use it?