Filter and search through request records:

Available actions from the list view:

Click the ≡ icon on any request row to open a menu with the following options:

Select multiple requests and apply bulk operations:

Core fields for request records:

Configured in Settings → Users / Access.

Note: Converting a Request to a Purchase Order (New PO / Add to PO) requires New Purchases (Access ID #767) in the Purchasing module — a separate permission not listed above. This is commonly restricted to Purchasing Managers so that only approved users can create POs.

1. Navigate to the Requests module
2. Click the + button to create a new request
3. Enter the Item name or select from the Products/Services catalog
4. Specify Quantity, Unit, and Size as needed
5. Set the Date Needed for the request
6. Link to a Job, Contract, Facility, or Division if applicable
7. Add any Notes with special instructions

Yes, each request can be linked to a cost center:

1. Open the request record
2. Click the edit button next to the Job/Contract/Facility/Division field
3. Select the appropriate cost center from the list
4. The request will now be associated with that cost center for tracking and reporting

There are two ways to mark requests as done:

• Individual: Click on the request and toggle the Done status
• Batch: Select multiple requests using checkboxes, then click the Done batch action

1. Select one or more requests using the checkboxes
2. Click the New PO batch action to create a new purchase order, OR
3. Click the Add to PO batch action to add items to an existing purchase order
4. The selected requests will be converted to line items on the purchase order
5. Complete the PO with vendor selection and submit for approval

Yes. Submitting a request itself never requires PO access, but converting one to a Purchase Order does:

• Any user with Requests module access can create, edit, and submit requests
• Using New PO or Add to PO requires the New Purchases permission (Access ID #767) in the Purchasing module
• Many companies grant this permission only to a Purchasing Manager or similar role, so that all POs are reviewed and created by one approved person
• Converting to a PO is optional — a user without this permission can still submit a request and leave it for someone with PO access to convert, or skip PO conversion entirely if it isn't needed

1. Click the Advanced Filter option
2. Select the Job or Contract field
3. Choose the specific project from the dropdown
4. Apply the filter to view only requests for that project

The Generate Reorders function automatically creates requests based on inventory levels:

• Click the gear icon in the list view
• The system analyzes products with defined reorder points
• Requests are automatically generated for items below their reorder threshold
• Use this function during regular inventory reviews or when preparing for upcoming projects

The following is a complete reference of all permissions that control access and actions within the Requests module. Administrators manage these in Settings > Users / Access > select user > Access tab.

Module Access

Security Permissions

Cross-Module: Converting to a Purchase Order

TRUE can send alert notifications for key request events. These alert permissions must be enabled per user by an administrator:

To enable alerts, navigate to Settings > Users / Access > select user > Access tab and search for "Alert" under the Requests section.