Maintaining 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.

The Source Management Level Summary contains all the information currently recorded about the source management level, including sources, facilities, and address information. To access the Source Management Level Summary, click the Name link on the Source Management Level Overview.

The component opens on the General tab, which allows you to view or change information in these fields:

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

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 add a new source management level, select Add New from the Actions menu on the Source Management Level Summary component header. See Adding a Source Management Level.

To access additional information about the source management level, click the following tabs:

Sources	Click this tab to view or maintain a list of sources that can be managed by this source management level. For more information, see Maintaining Source Management Level Sources.
Facilities	Click this tab to view or maintain a list of facilities that can be managed by this source management level. For more information, see Maintaining Source Management Level Facilities.
Addresses	Click this tab to view or maintain all the addresses for this source management level, including the default address. For more information, see Maintaining Source Management Level Addresses.