Internal Topic

The Material Setup module enables agencies to create a record for each type of consumable item (e.g., duct tape, gravel, grass seed, road salt) that it uses to complete its work. This information is then carried over to any Work Orders or PMs/Templates that list the Material as a Resource.

Note: Lucity users can also link Material records to records in the Warehouse > Parts inventory module. When these records are linked adding a quantity of a Material to a Work Order will automatically deduct that quantity from the linked Part record. This lets organizations automatically keep Part quantities up to date.

To access the Material Setup module, select Work > Administration > Work Flow Setup > Material Setup.

In the Work > Administration > Work Flow Setup > Material Setup module, click the button.
Enter a Material code (required). This value must be unique.
Identify the item by name in the Material Text field (required).
Indicate whether this item is currently an Active Material in the Work program.
Enter or select the Purpose of the material.
Enter the Department, if any, that is associated with this Material by default.
Enter the Unit of Measure and Unit Cost.
Complete other fields as desired.
Click the button to save the record. The new Material now appears in the Material Setup grid.

In the Work > Administration > Work Flow Setup > Material Setup module, open the Material record that you want to deactivate.
Uncheck the Active Material box to indicate the Material is no longer active in the Work program.
Change the Material Status, if desired.
Click the button to save the record. The item will no longer appear in the Material pick-list on new Work Orders, PMs and Templates.
Important Final Step: Check PMs, Crew Setup, and Task Setup records for this Material and remove it where found. This step ensures that the inactive Material is not automatically added to a PM or Work Order.

Warnings

Users can delete a Material from a Work Flow Setup module. Doing so does not affect existing data (i.e., the deleted Material still appears in existing PMs and existing Work Orders (completed or incomplete); however, if users attempt to edit the Material on the PMs or Work Orders, they will be forced to pick a valid Material.
Lucity will not generate a PM that includes a Material that has either been deactivated or deleted from the Material Setup module.

Open the Work > Administration > Work Flow Setup > Material Setup module.
Click to expand the Material record to which you want to add a Category.
Select the Categories grid and click Add . The Categories form appears.
Use the Category pick-list to select a category. This is a required field and must be unique to the Material.
Click Select.
Click Save to save the record. The new Category now appears in the grid.