This section illustrates how a one can define a new material type.

 

Adding a Material Item

1.   Access the Web Administration Tool,

2.   Navigate to the Materials setup section (Accounting Setup > Materials),

3.   Press the New button (near the bottom of the section) to activate the unfilled Sort Order and Description column boxes,

4.   Enter a Sort Order value for the item (the lowest values appear first),

5.   Enter a Description for the material (this appears within the application),

6.   Press Save to keep the entry and to refresh the listing,

NOTE:  A user can access the Item Code Mapping once a new record has been saved.

7.   Once the screen refreshes, locate the newly added record,

8.   Press the Edit button that is next the Container item in the Item Code Mapping column,

9.   Select an Item Code from the drop-down list,

10.  Press Update to keep the change,

11.  Repeat Steps 9 through 11 for Packing and Unpacking.

 

Once the Update button is pressed in any column, then the changes made in that section will take effect. 

 

Add as many records as are needed.  There is no limit on the number of material types that can be created, however, one should keep in mind that maintenance responsibilities increase as the amount of the material type records increases.  Further, there is limited space for displaying these values on invoices and work tickets.

 

Review the listing of Materials and confirm that the changes made fit the intended usage.

 

In the next section, a user can see how these material types can be used to define estimated and actual container, packing and unpacking items.