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Categories
To create and edit items in the MaterialA maximum of four (4) additional tables can be defined in Setup. These additional tables are used to help categorize transactions for additional reporting capabilities. Category names can be customized to match an organization's naming preferences. For example many solid waste businesses need to track where the waste is coming from. A category is enabled, Origin is a common title given to the table.
To enable additional category tables select Setup | Configure - Category #. Once the new table is enabled it will appear in the Maintain menu list with the given title.
Category
For this example, one of the four categories has been enabled and titled Origin. To open the new table, select Maintain |
MaterialCategory Name (Origin for our example).
Add a New
MaterialCategory (Origin)
To add a new Material Origin, click the 
New 
Add New button. A blank form appears.
A valid entry only requires an a Code and a Description.
- MaterialThe Code can be up to twenty ten(2010) characters in length and is an alpha numeric field.
- MaterialThe Description can be up to sixty (60) characters in length.
Enter a valid Material Origin Code and Description. Click the
Save Changes button to to continue.Additional flags include
- Inactive
- Inactive – When checked, this material origin is inactive. It will not appear in any drop-down lists on other screens.
To undo any changes, click the
Undo Changes button.
General Settings
Default
MaterialOrigin
A default material item origin code other than -1 None can be selected by checking the Default MaterialOrigin options box. The material origin selected as the default material origin will be used during a transaction. The default material origin selected for an individual customer account will override this option.
Allow Price Overrides
This flag is available when the Override Rates feature is enabled. When enabled the Allow Price Override check box becomes available. The price for Materials with this option selected can be changed during the time of the transaction.
Requires a specific user login level to activate and configure.
Mix/Loadout
Inventory
To activate inventory tracking for an item, select the Unit of Measure (UOM) to be used to track the item from the Units drop-down list weight (Pounds, Tons, Kilograms, Metric Tons), Yards, or Units. When active inventory will automatically be adjusted with each incoming and outgoing transaction.
Selecting the UOM from the inventory section can be useful, even when material inventory is not tracked. When this option is active, the Units button in the Weigh form automatically switches from the default UOM to the UOM set in Inventory Units for the selected material.
Material Locations
Businesses with multiple locations may utilize the Location feature. Businesses with a central home office and multiple remote locations or sites may have multiple materials they sell, but not all of the materials may be available for sale at all locations. When used with DataSync setting Material Locations will enable users to synchronize materials to their specific locations. Only those materials available to sell at each site will appear in the site specific database.
To add all Locations to the material click the Add All button.
To add a specific locations, click the Add button. A list of all available locations will appear. Select the location and click the Add Selected button.
To remove a location from the list, select the material and click the RemoveSub Cats (Subcategories)
The Category tables can have one or two subcategories. Subcategories help group items in a table for reporting purposes. To activate the subcategories, select Setup | Configure - Category #. Once active they will be included in the Sub Cats section of the category table. In the following example a subcategory labeled Type has been added.
Each of the items in the table can be added to one of the user defined subcategories listed; None, City, Township, and Village in our example. The subcategory is available when running reports where the category (Origin) is selected as a Group Option. When one of these types is selected, only the category items belonging to that subcategory group will appear on the report.
Click the Save Changes button to continue. To undo any changes, click the Undo Changes button.
Custom Fields
Custom fields can be used to store additional
accountcategory information. This information can be printed on tickets or used when exporting data for other software application such as 3rd party accounting systems.
Up to five (5) custom fields can be activated for the
MaterialCategory table.
To activate custom fields, select Setup | Configure -
MaterialCategory #. Once active they will be available in the Custom Fields section of the Category Table. In the following example two of the five fields have been enabled.
Click the Save Changes button to continue. To undo any changes, click the Undo Changes button.
Editing
and Existing Materialan Existing Category (Origin)
Changing the
MaterialOrigin Code
To change the Material Origin Code for an existing materialOrigin, select the material origin from the list or use the search field. Make desired changes and click the Save button. A window similar to the following appears.
- Click the Change existing code button to change the code and save.
- Click the Cancel button to not save changes and restore the original value
- Click the Make a copy instead button to create a new record.
Changing the
MaterialOrigin Description
To change the Material Origin Description for an existing materialorigin, select the material Saveorigin from the list or use the search field. Make desired changes and click the 
the Save Changes button. A window similar to the following appears.
- Click the Change description button to save the changes and return to the Material Origin Table.
- Click the Cancel button to cancel all changes.
Delete
an Materiala Category (Origin)
To delete a Materialan Origin, select the material origin from the list or use the search field and click the Delete the
Undo Changes button. A window similar to the following will appear.
Click Yes to delete the materialorigin. Click No to cancel the deletion and return to the material origin table.
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An Material Origin cannot be deleted from the database if it is associated with a record in another table; such as the order/job table, transaction table, truck table etcaccount or transaction table. If a transaction has not been created for using the materialorigin, it may be possible to edit the other tables and remove or change the material origin and try deleting it again. If a transaction has already been created for using the materialorigin, it is best to set the material origin Inactive. |
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