This How To demonstrates how to set up Material Commodity Codes. Material Commodity Codes are purchasing codes that will be used on the purchase order.
Begin by going to Procurement > Commodity, Trade, Equipment Workbench > Materials. Select the Add button.
Figure 1: Add a Material Code
Enter desired Commodity Code and Description. Click Header if you wish to break up the code list. You can group the detailed codes (individual commodities, trades, etc.) under Headings (which can be used when sourcing commodities). Click Retired if the code is retired.
Figure 2: Add Code and Description Name
Click the drop down lists Units of Quantity and Units of Price to choose a relevant measurement. These are mandatory fields. If desired, enter an Extended Description in the field. Tip: It is recommend to choose "EA-Each" for both quantity and price has been the standard used for the codes that already exist in the system.
Figure 3: Enter Quantity and Price
Click the Cost Types Tab to open the Cost Types entry page.
Enter all appropriate Construction, Service, Workshop and Asset Cost Types from the drop down menus, as well as any Cost Category information. Service is the cost type that will be used if this item is ordered to a service order (the "NAB" code is used as a catch-all for most costs on service orders. Enter the appropriate GL Account information from the drop down and click the Save button.
Figure 4: Enter Cost Type and Category
The newly created Material Code will now be on the Material Code Workbench
Figure 5: Finished Material Code
