Maintaining a Reference Material

The Material Summary contains all the information currently recorded for the reference material. To access the Material Summary component, go to the Material Overview, locate the material you want to view, and then click the Material Code link in the material row.

The summary opens on the General tab, which allows you to view or change the following information:

• Material Code

• Material Full Name

• Material Category Code

• Specification Reference

• English Unit

• Recycled

• Brand Name Required

• Effective Date

• Status

• Research

• Remarks

• Material Short Name

• Material Category Full Name

• Metric Unit

• Control Number Required

• Source Facility Required

• Print Label Copies

• Expiration Date

• Active

Click in a field and add, change, or delete information as required.

• Note: You can change the Effective Date and Expiration Date, but the new dates must fall within the boundaries of the effective/expiration dates of the associated material category.

To record a remark, first select the type of remark from the Type field, then enter explanatory text in the Remarks text box. To delete a newly added remark, click the Delete button to the right of the remark. You can delete a saved remark by clicking the Mark for Deletion button. You can undo the mark for deletion by clicking the Undo button.

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.

To maintain additional information about the material, click the following tabs:

Qualifications	Click this tab to maintain qualifications for this material (see Maintaining Material Qualifications).
Component Materials	Click this tab to view or maintain the component materials in this reference material (see Maintaining Component Materials).
Acceptable Alternates	Click this tab to view or maintain the acceptable alternates for this material (see Maintaining Material Acceptable Alternates).
Associated Sources	Click this tab to view the approved sources for this material (see Viewing Sources Associated with a Material).
Associated Facilities	Click this tab to view the approved facilities for this material (see Viewing Facilities Associated with a Material).
Action Relationships	Click this tab to view or maintain the action relationships recorded for this material (see Maintaining Action Relationships for a Material).
Acceptance Actions	Click this tab to view or maintain the list of acceptance actions for this material (see Maintaining Acceptance Actions for a Material).
Cost Sheet Rates	Click this tab to view or maintain material rates for cost-based estimation (see Maintaining Cost Sheet Rates for a Material).

New reference materials are added to the system through the Material Category components. For more information, see Adding a Reference Material.

Related topics:

Maintaining Material Information