Material - Configure

Materials

Use the Material setup window to change the Title for the Material table.

To change labels and set defaults, select Setup | Configure - Materials. A window similar to the following will appear.

Title

Use this field to change the label for the material. 

• For example, users may refer to the material as Product. They can change the label of the table if they wish.

Click the  Save button to save changes. Click the  Undo button to cancel any changes.

Subcat 1 / Subcat 2

The Material table can have one or two subcategories activated. Subcategories help group items in a table for reporting purposes. To activate either of the subcategories enter a Label in the Subcat 1 or Subcat 2 field and check the Enabled box.

Enter the list of available subcategories in the Definition field. Type a single unique character identifier followed by a comma and name surrounded by parentheses. There are no spaces between the parentheses or before and after the comma. 

Example - Subcategory

An aggregate company sells many types of products; rock, sand, mulch, etc. To enhance reporting capabilities a subcategory can be activated and each material can be associated with one of the subcategories. When reports are run by material, an option to select the subcategory type will be enabled. When one of the subcategories is selected only those material items associated with that subcategory will be included on the report. The subcategory set up would look similar to the image below.

Once active they will be included in the Sub Cats section of the Material table. In the following example a subcategory labeled Type has been added. The drop-down list in the Material table will display Rock, Sand, Mulch, and Other.

Click the  Save button to save changes. Click the  Undo button to cancel any changes.

Custom Fields

These additional fields can be treated like note fields and can be used to print additional information on tickets or to export required information for a 3rd party application.

To activate a custom field enter a name in one of the five (5) available fields and check the Enabled box. When enabled the field will appear in the Material table. 

Click the  Save button to save changes. Click the  Undo button to cancel any changes.