Other Materials Lists

Adding an other materials list allows you to define a list of items that can be added to a work request, but are not tracked by the Inventory module. To add an other materials list:

1. In the Add Materials List field, enter the name of the other materials list.

2. Click ADD.

   A dialog box opens asking you to confirm your choice.

3. Click OK.

Once you have created an other materials list, you can edit it. To edit an other materials list:

1. In the Materials List field, select the other materials list to edit.

2. To change the name of the other materials list, enter a value in the Rename field.

   All historical information will reflect the new value.

3. Click UPDATE.

Once you have created a materials list, you can add material items to it. To add a material item:

1. In the Materials List field, select the materials list you want to add the material item to.

   All material items in the selected list appear in the yellow pane.

2. In the Add Material Item pane, in the Description field, enter a description of the material item.

   This is the value that will appear to users.

3. In the Material Unit Cost field, enter the cost of one unit of the item.

   Enter a numeric value without monetary symbols.

4. In the Contra Account field, enter the account number of any external account where the item is credited.

5. In the Material Class field, select the material class this item should be associated with.

   Material classes categorize the type of item.

6. Click ADD.

Once you have created a material item, you can further define it or edit it. To edit a material item:

1. In the Materials List field, select the materials list containing the item you want to modify.

   All material items in the selected list appear in the yellow pane.

2. In the Filter By field, select a material class to only display items associated with the selected material class.

3. Click the EDIT button to the right of the item you want to modify.

   The Edit Material dialog box opens allowing you to modify the item.

4. Modify any of the following values:

   • Material Description – the description of the item
   • Unit Cost – the cost of the item
   • GL Account – the general ledger account associated with the item
   • Material Class – the material class associated with the item
   • Contra Account – the contra account associated with the item
   • Response Code – any additional code required for the item by an external system
   • Status – Active if the item is active; Inactive items remain in the system but are not available to users

5. Click UPDATE.

Material items that have not been used can be deleted from the system. If a material item has been associated with a work request, it cannot be deleted. Material items that cannot be deleted can be inactivated to prevent users from accessing them.

To delete material item:

1. In the Materials List field, select the labor rate schedule containing the billing rate you want to modify.

   All material items in the selected list appear in the yellow pane.

2. In the Filter By field, select a material class to only display items associated with the selected material class.

3. Click the DELETE button to the right of the item you want to delete.

   A dialog box opens asking you to confirm your choice.

4. Click OK.

Other materials lists that have not been used can be deleted from the system. If an other materials list has items associated with it, the items must first be deleted before the list can be deleted. If the items have been used by a work request, they cannot be deleted.

To delete an other materials list:

1. In the Materials List field, select the other materials list to delete.

2. Click DELETE.

   A dialog box opens asking you to confirm your choice.

3. Click OK.