Maintaining Source Information

A source is anyone who handles materials literally or by paper transaction. This can include manufacturers, jobbers, the middle person, fabricators, wholesalers, retailers, quarries, pits, mines, deposits, and brokers. When you click the Sources link in the Reference Data component, the system takes you to the Source Overview component. Here you can view a list of sources and suppliers of materials.

Scroll through the list to locate the source you want to maintain, or type criteria in the Quick Find search box. The system displays a list of all the source rows that meet your search criteria. Each row contains an Actions button and current values for the following fields:

• Source ID

• Source Name

• Source Type

• Status

• Remarks

To add a new source to the system, select Add from the Actions menu on the Source Overview component header. See Adding a Source.

To view or change information about a source in the list, select Open from the Actions menu on the source row. See Maintaining a Source.

• Note: You can access detailed information about a source only if your user account has been assigned the appropriate permission. See Maintaining Source Authorities.

To delete a material source, select Delete from the Actions menu on the source row. When you are finished, click the Save button. The system displays a message to confirm that your changes were saved.

Related topics:

Maintaining a Source

Adding a Source