Create Materials

You can create new materials in the Materials module. It's a comprehensive tool that helps organizations manage their inventory more effectively, reduce costs, and ensure accurate tracking of materials used in various operations.

Create includes tabs with sections of information. Collapse or expand sections to show more content. Hiding detailed information helps keep the page uncluttered, making it easier to view other sections as needed. To expand or collapse a section, click the section heading.

Create a new contracts by entering details on one or multiple tabs. After inputting the information, click Create. The system creates the contract and opens the Update page.

Your organization's administrator sets up a default form within the Classic TMS modules, which varies its display of tabs, field groupings, and fields, depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

Create mode displays the contract form assigned to you based on the current data segment within the Classic TMS database in which you are operating, along with the group to which you are assigned.

1. Go to Materials > Create.

2. On the Main tab, enter the details within each section.

3. General:

   • Item number: User-assigned ID.

   • Description: Brief summary or details about the material.

   • Segment: Specific segment of data the material belongs to.

   • Material type: Describes the type of item. For example, general, hazardous, or rebuilt.

   • Category: Provides another way to further classify a material, for example Bearing, Belt, Fan, or Filter.

   • Sub category: A second level of category to further classify the material. . For example, if you have a category code of Belt, you might have Sub Category codes for Drive, Fan, and Timing.

   • Material class: Further classify materials.

   • Manufacturer code: Select the material manufacturer.

   • Manufacturer description: Information about the manufacturer of the material.

   • Manufacturer number: If part or model numbers were added to the manufacturer's record, select it.

   • Substitute: Designate an alternate material if the original material is not available.

   • Maintenance item: Select if you use this item for maintenance of an asset.

4. Unit of measure

   • Issue UOM: Indicates how this material is issued, for example EACH, BOX, or CASE.

   • Issue factor: Number of Issue UOM contained in the Order UOM.

   • Order UOM: How this material is ordered, for example EACH, BOX, or CASE.

   • Order factor: Number of issue units contained in the order unit and is used to calculate the cost of each item. For example, for pencils, you set the Issue UOM as EACH and the Order UOM as BOX. If you order a box of pencils at a cost of $1.10 and there are 10 pencils per box, then, when you issue them, the cost is $0.11 each.

5. Control

   • Quantity on hand: Shows the current amount of the material available in inventory

   • Min order quantity: Minimum amount of the material you can order.

   • Lead time: Amount of lead time necessary to get the material.

   • Average cost: Enter a value. Once you save the material, this field becomes read-only unless you enable the Allow Direct Editing of Average Cost option.

   • Order to: Select maximum, minimum, or other.

   • Order to quantity: Refers to the quantity of materials that should be ordered or maintained in inventory to meet demand.

6. Navigate through the tabs and enter additional details.

7. Click Create.

The system creates the material and the Update page displays, where you can add further details.