Requirements Orders & Material Status
Requirements Orders & Material Status — Operator Guide
Open it from the Logistics Main Menu tile Requirements Orders & Material Status.
This is the list of every Requirements Order (RO) in the system — one row per order — and it is where you go to answer "what material does this job need, and where does it stand?". Nothing here changes an order; it is a list you search, then click into.
Step by step
- Type what you know into the search box: an RO number, the source order number (the FieldPulse or BuilderTrend job number), part of the job name, or part of the BOM name. Numbers search all four; words search job name and BOM name.
- Narrow it with the two dropdowns if you want — All statuses and All types.
- Press Apply. Clear puts the screen back to everything.
- Click the blue order number to open that order on the Requirements Order maintenance screen, where the individual material lines live.
The buttons on the filter bar
- Apply — runs the search.
- Clear — drops every filter.
- + New RO — goes to Create a Requirements Order (build an order by hand).
- Import History — goes to RO Import History: who imported which BOM into which order, and when, including attempts that failed.
- RO Inbox — Awaiting Review N — appears on the right above the table when there are imported BOMs waiting for someone to accept them. The number is how many are waiting. If the button is missing there is nothing waiting (or the inbox is not yet switched on).
What each column means
| Column | What it tells you |
|---|---|
| Order # | The RO number. Click it to open the order. |
| Job | The job the material is for. |
| BOM Name | The bill of material this order was built from. One job can have several ROs with different BOM names. |
| Source Order # | The FieldPulse / BuilderTrend order it came from. If we know the FieldPulse job it is a link that opens FieldPulse in a new tab. |
| Priority | Blank normally, R when the order has been marked Rush, or the 1–5 priority FieldPulse sent us. |
| Job Status | The status the source system last told us about the job, with the time we heard it (hover the cell). |
| Type | Residential, Commercial, Service or Truck. |
| Required Date | The date the material is needed. |
| Status | The order's own status — see the next table. |
| Lines | How many material lines are on the order. |
| Not Complete | How many of those lines still need something to happen. Grey zero = nothing left to chase. |
What the order Status pills mean
| Status | Meaning |
|---|---|
| Open | Live order, work still to do. Grey pill. |
| In Process | Something has started — material picked, ordered or received. Amber pill. |
| Complete | Every line is finished. Green pill. |
| Cancelled | The order was cancelled. Red pill. |
| Empty | The order exists but has no material lines on it yet. Grey pill. |
What "Not Complete" is counting
A line stops counting as "not complete" once it reaches Complete, Invoiced, Cancelled or Closed Short. Everything else — waiting to be picked, partly picked, on a PO, partly received — still counts. So Not Complete is your "how much of this job's material is still in flight" number.
Line-level material status (inside an order)
Click into an order and each line carries its own status:
| Line status | Meaning |
|---|---|
| Open | Nothing has happened to the line yet. |
| Partially On PO | Some of the quantity has been put on a purchase order. |
| On PO | The whole quantity is on a purchase order. |
| Partially Received | Some of what was ordered has arrived. |
| Received | It has all arrived. |
| Invoiced | The vendor invoice is in. |
| Partially Issued | Some has been picked and issued to the job. |
| Complete | The line is satisfied. |
| Over-Issued | More was issued than the line required (e.g. a full 500ft reel against a 450ft need). Amber. |
| Cancelled / Closed Short | Somebody deliberately stopped the line. Red. |
| HOLD | The line is held because it has an open import issue. It is a warning, not a block — it clears by itself when the last issue on that line is resolved or ignored. |
Common mistakes
- Searching by the FieldPulse job number and getting nothing. Type just the digits; don't paste the whole URL.
- Expecting the Type dropdown to say Production or Service. The four real types are Residential, Commercial, Service and Truck.
- Thinking the list is short. The screen shows the first 1,000 matching orders; the count line tells you when there are more, so filter instead of scrolling.
- Thinking Held Lines are the same as Not Complete. They are not — see the Issues to Resolve guides.
Sorting and issue flags (added 2026-09-07)
Click any column heading from Order # through Status to sort the list; click again to reverse it. Lines and Not Complete are not sortable. Sorting only rearranges the orders already on screen.
An order with unresolved import issues now shows a ⚠ n issues badge beside its status. Click it to go straight to that order's Issues to Resolve list.