Before a Purchasing Request or Order can be created the contractor must have completed the following prerequisites.

Purchasing Prerequisites

1. Your company’s STRATUS administrator gives users permission to projects in BIM 360 Docs, to the STRATUS Company, and to the STRATUS Project.

2. Your company’s STRATUS administrator creates a Purchasing Division (Admin). A Division is a name for a department, person or group who processes work packages and is specific to your company’s workflow (Ex. Houston Purchasing).

3. Your company’s STRATUS administrator has configured View and Modify Project Roles (Admin) for purchasing under Admin > Company > Project Roles > Purchasing.

4. Your company’s STRATUS administrator has configured the GPS Coordinates under Settings (Admin).

5. A model that will include packages to be purchased has been published to STRATUS.

6. A STRATUS package has been created.

7. A STRATUS Package Bill of Materials (BOM) for the package has been generated, a Purchasing Division has been assigned, and the BOM has been Locked. Note: A BOM has a 1:1 relationship with a Package.

8. Your company’s STRATUS administrator who has access to the Purchasing tab logs into STRATUS where the following can be managed:

   1. Activate/Deactivate a Supplier to the Company - Suppliers (Admin)

   2. Activate/Deactivate Supplier to a Project - Supplier Links (Admin)

   3. Configure the Shipping Information - Shipping Addresses (Admin)