Production Material Setup > Material Categories

Modified on Wed, Mar 11 at 6:39 PM

Overview

The Material Categories screen displays all material categories and material subcategories available in CV. These material categories are utilized to organize Material Items and Material Assemblies.

Accessing Material Categories Screen

The Material Categories screen can be accessed through Accounting menu > Production Material Setup > Material Categories (Figure 1).

Figure 1

Material Categories Screen

The Top-level categories are highlighted in blue (Figure 2). On the Material Categories screen, you can:

Add New category
Edit an existing category
Delete an existing category.
Export the material categories list as either a PDF or excel file.

Figure 2

Managing Material Categories

Creating a new Material Category

Click the Add New Record button (Green box, Figure 2).
Fill fields in popup window (Figure 3).
Click the Save button to create new record (Green box, Figure 3).

Field Descriptions

#	Field	Required	Notes
1	Parent		If the new category is a subcategory, select its parent category from the list.
2	Description	✓	Brief description of material category
3	Order By		Sets the ordering of the category for the drop down lists in CV
4	Is Assembly		Sets which screen (Material Assemblies or Material Items) this category will show up in
5	Is Rebar		Flags category as "Rebar" (used to filter down material in some reports).
6	Is Bent Bar		Flags category as "Bent Bar" (used to filter down material in some reports).
7	Active		Sets the active status of a category. Only active categories will show up in filters and when adding new items/assemblies.

Figure 3

Editing a Material Category

Click the Edit button of the corresponding Material Category (Yellow box, Figure 2).
Modify fields in popup window (Figure 3).
Click the Save button to apply your changes (Green box, Figure 3)

Deleting a Material Category

Click the X button next to the Material Category you wish to delete (Red box, Figure 2).
Confirm deletion in the pop up dialog by clicking OK (Figure 4).

Figure 4

Note: A category cannot be deleted if it's currently assigned to a material item, a material assembly or is a top-level category with subcategories assigned to it.

Exporting Material Categories

Export to PDF

Click the [Export to PDF] button to generate a complete list of Material Categories in PDF format (Purple box, Figure 2)

Export to Excel

Click the [Export to Excel] button to export all Material Categories to an Excel spreadsheet (Purple box, Figure 2)