Editing a Material
Editing a Material in the system can be done by following the steps in this guide
Navigate to the Reference Data -> Materials view
Click on the View button in the Actions column
After, you should be redirected to the Edit Material Form
Header Panel
The Header panel will display basic information about the Material and allow you to Download an Export, and Change the Visibility of a Material
Name, Classification, and Type
The Name, Classification, and Type of the Material are displayed in the Header panel.
Name
Located in the left of the Header panel
(e.g. SARS-COV-2 (COVID-19) vaccine, UNSPECIFIED)
Classification
Located in the left coloured box, after the Name
(e.g. Material)
Type
Located in the right coloured box
(e.g. SARS-COV-2 (COVID-19) vaccine, UNSPECIFIED)
Status
Status allows the ability to flag a Material as
Active,Inactive,Obsolete,Nullify
Active
The Material is flagged active to be used in the system
Inactive
The Material is flagged inactive. This Material will no longer be used with this status.
Obsolete
The Material is flagged as retired or no longer exists
Nullify
The Material is flagged as ignore
✏️Updating Status of a Material
The Status of a Material can be updated at any time
🚧To update the Status of a Material, please follow the steps below:
Tabs
In the Edit Material view, there are a few tabs to become familiar with. Below is a few pages describing each tab thoroughly
Core Properties Tab
The Core Properties tab displays panels such as Material Properties, Bundle Items, Notes, Components & Hierarchy, Stock Policy, and Relationships
Products Tab
The Products Tab displays and manages Products that are associated with a Material
Lot Numbers Tab
The Lot Numbers tab displays and manages Lot Numbers associated with Products of a Material
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