Adding a Source Management Level

Source management levels are used to control user access to source and facility information. A source is any business or organization that handles construction materials literally or by paper transaction. This can include manufacturers, jobbers, the middle person, fabricators, wholesalers, retailers, quarries, pits, mines, deposits and brokers. A facility is a business or location that handles materials for a source.

To create a new source management level, select Add from the Actions menu on the Source Management Level Overview component. On the Add Source Management Level component, enter information in these fields:

If you do not select a Parent Source Management Level Name, the new source management level is created with the Level set to 1.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database. For more information, see Maintaining a Source Management Level.

Related topics:

Maintaining Source Management Level Information

 

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