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material_management

Material Management

The purpose of the Material Management module is to maintain and organize a list of all materials. Details include material type and category.

Example of the List View

For details on how to navigate the list view homepage, refer to List View Functionality

Note: The Material Management module and the Material Section of the Aggregate Sources module share a common data source and changes in status will show in both places.

Create a New Material Category and Material Type

  • Open the Material Management module.
  • If you intend to create a new type using a new category, create the material category before creating the material type, first click the Add Material Category button (1)
  • Then type a name for the material category (2) and click save (3).
  • To add a new material type, first click the Add Material Type button (1)
  • Then select the category from the drop down (2), type a name for the material type (3), select the status from the drop down (4), select the link to entry from the drop down(5) and click save (6).

Edit or Delete a Material Category and Material Type

  • Click the Edit button (1) then change any of the material type or material category information (2) and click save (3).

  • Click the Delete button (1) to remove a material type and material category.
material_management.txt ยท Last modified: 2021/11/11 00:00 (external edit)

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