Working with Source Materials

The Materials tab on the Source Summary component lists all of the materials that the source is approved to distribute. Each row contains an Actions button and current values for the following fields:

• Material Code

• Material Name

• Material Category Code

• Material Category Name

• Remarks

• Approval Status

• Effective Date

• Expiration Date

• Status

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

To change the information for a source material, click the Material Code link in the list, or select Open from the Actions menu on the source material row. The system takes you to the Source Material Summary component. See Maintaining a Source Material.

To view the reference data for a source material, select Material from the Actions menu on the source material row. The system takes you to the Material Summary component. See Maintaining a Reference Material.

Adding a New Source Material

When you add a material to a source, you select the material from reference data already entered in the system. To add a new source material, perform the following steps:

1. Go to the Source Summary component, click the Materials tab, and then click the Select Source Materials button.
   
   The system displays the Select Materials modal window.

2. Locate the material you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists rows of materials that match your criteria.

3. Click a material row to select it.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting material rows as needed. You can click a row again to clear the selection.

4. When you are finished selecting materials, click the Add to Source button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved.

Copying Source Materials to Facilities

You can copy materials from a source to one or more facilities. When you copy materials, all information about the association between the source and material is copied to the facility, including active indication fields. If any of the materials are already associated with a selected facility, none of the materials are copied, and the system displays an error message indicating which materials are duplicates.

To copy source materials to one or more facilities, perform the following steps:

1. Go to the Source Summary component, click the Materials tab, and then select Copy Source Materials to Facilities from the Actions menu on the source material list.
   
   The system displays the Copy Source Materials to Facilities modal window.

2. Locate the facility you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists facilities that match your criteria.

3. Click a facility row to select it.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting facility rows as needed. You can click a row again to clear the selection.

4. When you are finished, click the Save button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved.

Copying Source Materials to Other Sources

You can copy materials from a source to one or more other sources. When you copy materials, all of the information about the association between the source and material are copied to the selected sources, including active indication fields. If any of the materials are already associated with a selected source, none of the materials are copied, and the system displays an error message indicating which materials are duplicates.

To copy source materials to sources, perform the following steps:

1. Go to the Source Summary component, click the Materials tab, and then select Copy Source Materials to Sources from the Actions menu on the Source Material list.
   
   The system displays the Copy Source Materials to Sources modal window.

2. Locate the source you want by typing criteria in the Quick Find search box, or by clicking Show First 10.
   
   The modal window lists sources that match your criteria.

3. Click a source row to select it.
   
   A check mark appears at the beginning of the row to indicate it is selected. Continue selecting source rows as needed. You can click a row again to clear the selection.

4. When you are finished selecting sources, click the Save button.
   
   The system closes the modal window and displays a message to confirm that your changes were saved.

Related topics:

Maintaining a Source

Maintaining a Reference Material