You can use this task to make changes to existing materials.
To maintain selected material, follow these steps:
1. Go to System Administration > Maintenance Setup.
2. From the Choose Item field, select Materials.
3. On the Materials table, highlight the material that you want to maintain.
4. Go to Tasks > Maintain Selected Material.
5. On the Maintain Material tab, review or modify the fields:
▪ Description—Enter a brief description of the material.
▪ Material Type—Select the material type under which you want to categorize the material.
Note
Material types are used to categorize materials for location items.
You can add and maintain material types in System Administration > Maintenance Setup - Material Type.
▪ Default Vendor—Select the vendor from which the material was purchased.
Note
While processing materials purchases when creating a new work order or when purchasing materials, the default vendor is automatically selected when adding the material line item. However, the default selection can be changed.
▪ Manufacturer—Enter the name of the manufacturer of the material.
▪ Make—Enter the make of the material.
▪ Model—Enter the model name or number of the material.
▪ Color—Enter or select the color of the material.
Note
If you enter a new color when adding material, the new color subsequently becomes available in the Color field when adding material.
▪ Size—Enter or select the size of the material.
Note
If you enter a new size when adding material, the new size subsequently becomes available in the Size field when adding material.
▪ Unit Cost—Enter the price you paid to the supplier that is not an in-house vendor.
Note
If a community purchased the material from an outside supplier, the unit cost should match the amount of the AP invoice.
If the material is not purchased from an outside vendor, you can leave this field blank.
▪ Unit Price—Enter the cost plus any markup you pay to the supplier that is an in-house vendor.
Note
The markup is considered handling for in-house vendors to obtain the material and provide it to the community.
If an in-house vendor, such as a maintenance company or IOI company, provides the material to a community, the unit price is the unit cost plus a markup for handling the material.
If the material is never purchased from an in-house vendor, you can leave this field blank.
▪ Materials Income Account—Select the GL account used by a maintenance company or in-house vendor to record the material sales income when a community purchases the material.
Note
For more information about material sales income, refer to the Maintenance Company Detail topic.
The Materials Income Account field displays the accounts that are set up on the System Administration Detail > Maintenance Setup - Construction Company Materials Accounting table.
▪ Default GL Account—Select the GL account used to record the material expense for the community that purchases the material from an in-house vendor or outside supplier.
Note
The Default GL Account field displays the accounts that are set up at System Administration > Accounting Setup - GL Account Setup.
▪ Warranty Length—Enter the length of the warranty provided by the manufacturer.
▪ Warranty Period—Select the period of time represented by the warranty length.
▪ Sort Order—Enter the order in which you want the materials to be sorted. You can leave this field blank if you want the materials to be arranged alphabetically.
▪ Active—Select this check box if you want to set the material to active, making it available for use in the system.
6. Click Next.
7. On the Related Items tab, you can select the location items that are related to the material you are adding. To link the material to a location item, select the check box in the Selected column for the location item.
8. Once you select the check box in the Selected column, the options in the Component Relationship column for the location item become available. In the Component Relationship column for the location item, select one of the following options:
▪ The item—Select if the location item represents the complete material that you are adding.
▪ A component—Select if the location item is a component of the complete material that you are adding.
9. Click Finished.