Purchase Orders - Track items received against individual line items
After issuing a Purchase Order in Procore, users need to be track the actual materials received onsite, preferably via the mobile app as this usually happens in the field. Would also like to have this available on web as well. Would like to have a check box for materials received, input for date received, input for quantity received, check box to indicate if material was delivered damaged or not. These fields need to be available in the Reports tool so users can run a report of materials that were not received that were included in a Purchase Order. Would also like to be able to capture a photo in the PO itself during the check in process for proper documentation. There are many times when materials come to the site and there are some items missing or damaged in transit.
Thanks for the feedback! The ability to track items received and installed from Unit/Qty Commitments is currently available in Procore. If a Commitment has a Unit/Qty Accounting Method, and is Approved, the quantities from line items in that Commitment are available to track against in the Daily Log – Productivity Log. Totals and reporting can be viewed using the Daily Log – Productivity Report.
For the ability to have that delivered/material automatically be linked to an invoice, please vote on this ticket:
For additional assistance please reach out to our support team.
Richard Bernot commented
Please make this issue a priority.
We want to create a Master PO that, once approved, will allow the Project Management team to setup release schedules.
We want our field team to be able to make requests for items against an approved Master PO and verify the receipt of goods right inside the PO. PO Overview would track items ordered, items received, and items pending.
Perhaps the Daily Log Deliveries module could share data with the Purchase Orders tool. The Deliveries Log could then provide our field teams with a drop down list of items that are pending delivery and select quantities right in the Deliveries Log. This data would be signed as part of the daily log and data could be pushed directly into the Purchase Order.
David Lohman commented
Need to follow up this suggestion which works very well for our office administration and site teams to coordinate works and deliveries completion as part of progress claims approval process.
Here's the kicker, it wont extract same information from CCO/CV's which is just as important to have included as part of productivity.
AdminJimmy Primsky (Admin, Procore) commented
The ability to track receipts at PO line level & Quantity level would add a lot of value to users who need proof of receipt to complete three-way-match to issue payment.
If there was an API that sent the "Receipt" back to the accounting system that would be next level as that would automate the process from job site to the office.
Lastly, if you could import/build catalogs into the Procore Commitment->PO tool that would also help automate the beginning on the process for items that have been sourced and commonly used on projects.
Erin Slack commented
In the productivity log, I do not have access to qty that was ordered. This is important when entering qty received so that I can see if I have received in full or still have items to receive. I see that i can run a report that will show me this detail. Thoughts? Run this report daily? Interested in others thoughts. Thanks!
Erin Slack commented
I am a new user and was hopeful that this was already in the current functionality. Disappointed that it isn't, but glad this forum exists to get things people need to be incorporated into the tools. I look forward to updates on this.
Carrie Pipkin commented
Matthew, how are you handling this currently? This is the main issue our field complains about. We are looking for a way to automate receiving in the field.
On purchase orders it would be nice to be able to mark material as received. In our previous PM software we were able to use it as material tracking as well.
We would like to be able to marry delivery dockets received on site for materials deliveries against commitments. This function should then facilitate commitment invoicing processes.