Property Materials

The Property Materials page allows you to define a list of materials that can be used by a particular property and added to a work order, but are not tracked using the Inventory module. A property can have use both a property materials list and an other materials list associated with it; the property materials are added to the items in the other materials list.

Note:

If a property wants to use materials lists instead of the Inventory module, you must set the Inventory flag to No in the Work Order Options pane of the Edit Property page. We recommend using the Inventory module.

To open the Property Materials page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMIN heading, click Property Materials.

  3. Click the SELECT PROPERTY button to select the property you want to define a materials list for.

    A dialog box opens allowing you to select a property. Once selected, information about the property appears in the gray pane at the top of the page and all material items defined for that property are displayed at the bottom of the page.

ClosedAdd a Material Item

To add a material item to the property:

  1. 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.

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

    Enter a numeric value without monetary symbols.

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

    Material classes categorize the type of item.

  4. Click ADD.

ClosedEdit a Material Item

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

  1. 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.

  2. Modify any of the following values:

    • Material Description – the description of the item
    • Unit Cost – the cost of the item
    • Material Class – the material class 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

  3. Click UPDATE.

ClosedDelete a Material Item

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. Click the DELETE button to the right of the item you want to modify.

    A dialog box opens asking you to confirm your choice.

  2. Click OK.

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