Add or Edit a Material Item

Authorized users can use the Material Maintenance page to enter and maintain all materials that can be assigned to a work order task. Materials are one-time use items, such as asphalt, which cannot be reused. Materials can be either active or inactive, but only active materials can be assigned to a work order task. 

To add or manage materials available in the system, follow the steps below.

  1. Go to Maintenance > Financial Management > Work Orders > Materials.
  2. To edit an existing material, click the Edit icon next to the material listed. To add a new material, click New.
  3. In Category, select a category to assign to the material. The category values are defined in a Validation Set.
  4. In Description, type text to describe the material.
  5. Select the Active check box to identify the material as active in the system.
  6. In Part Number, type the material part number (if known) to further describe the material.
  7. In Unit of Measure, select the unit of measure that is used to measure the material.
  8. In Effective Date, select the date when the material is effective. The effective date format is the date thru <open>. To create a new effective date, click Copy and select a new date in the Enter New Start Date dialog box. Click OK to save your changes. The previous effective date now has an end date that is the day before the new effective date you created.
  9. In Starting Date, select the date when the material can first be used. By default, it is set to the current date when you create a new material.
  10. In Amount per Unit, type the dollar amount of the material per unit of measure. For example, if a material is $3 per gallon, then the value should be 3.
  1. Click Save to save the material in the system. Click Save/New to save the material and create another material.

While editing a material, click Reset at any time to return to the previous state the page was in before you made changes.

At the bottom of the saved page, a Rate History by Customer Category grid displays the rate histories based on the Effective Date selected.

For more information on using the Material Maintenance page, expand a category below:

The ability to delete is based on user authority and may not be available.

  1. Click Delete. A confirmation window displays.
  2. Click OK to confirm and delete the material.

See Also

Materials List

Add or Edit Equipment

Work Order Setup