Maintaining Source Management Level Information

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.

When you click the Source Management Level link in the Reference Data component, the system takes you to the Source Management Level Overview component, where you can access reference data for source management levels.

To locate the source management level row you want to maintain, type criteria in the Quick Find search box or click Show first 10.The system displays a rolling list of rows for all the source management levels in the system that meet your search criteria.

Each row contains an Actions button and current values for the following fields:

Name
Parent

Active

Level

To view or change the information in a source management level, click the Source Management Level Name link in the list. The system takes you to the Source Management Level Summary component. See Maintaining a Source Management Level.

To add a new source management level, select Add from the Actions menu on the Source Management Level Overview component header. The system takes you to the Add Source Management Level component. See Adding a Source Management Level.

To delete a source management level, select Delete from the Actions menu on the source management level row. To reverse the delete action, click the Undo button.

Note: After sources, facilities, or addresses have been added to a source management level, it can no longer be deleted. In addition, a source management level cannot be deleted if it has a child source management level in the same hierarchy.

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.