Master data: Material Classes

Components and materials of a product parts list can be classified by material classes to make it easier to find them in the warehouse.

Material classes with any number of subclasses can be created and edited in Master data > Material classes.

This information can be specified when creating and editing product parts lists for individual materials and components so that the effort involved is minimized during production. The material class is retrieved from the Order Management module. This contains additional data on the locations of the relevant material classes.

psm_master_data_material_classes_overview

Element/icon Description

psm_refresh

Refresh page.

delete_blue

Deleting a material class that has been selected.

Only the Administrator has the right to delete.

edit_blue

Editing a material class that has been selected.

add

Create new material classes.

Create new material classes

Material classes can be created to classify components and materials of a product parts list.

The material class of each component and each material is retrieved from the Order Management module. This contains additional data on the locations of the relevant material classes.

Prerequisite

Expert or Administrator role

Procedure

Open the Master data > Material classes menu.
Master data: Material Classes

Use add in the header to open the Add material class dialog window.

If a material class is selected in the list of material classes and a material class is then added, the selected material class is automatically entered as the parent material class. The parent material class can be changed at the time of creation.

psm_master_data_material_classes_add_window

Enter the following details:
- Parent material class
  If necessary, select an existing material class from the drop-down list.
  
  If no parent material class is selected, the new material class is a standalone class.
- Technical name
- Description
Use Add to create the new material class.

The new material class appears in the list of material classes. Where applicable, it is displayed under the parent material class that it is subordinate to. When creating a product parts list, the material class for a component or a material can be selected from a drop-down list.
Create product parts list

Continue with Editing a material class to change a material class.
Continue with Deleting a material class to delete a material class.

Editing a material class

Requirements

At least one material class has been created.
Create new material classes
Expert or Administrator role

Procedure

Open the Master data > Material class menu.
Master data: Material Classes
Select the material class to be edited in the list of material classes.
Use in the header to open the Edit material class dialog window.
If necessary, edit the following information:
- Parent material class
  If necessary, select an existing material class from the drop-down list.
- Technical name
- Description
Click Edit to accept the changes to the material class.

The material class appears in the list of material classes. Where applicable, it is displayed under the parent material class that it is subordinate to. When creating a product parts list, the material class for a component or a material can be selected from a drop-down list.
Create product parts list

Continue with Deleting a material class to delete a material class.

Deleting a material class

Requirements

At least one material class has been created.
Create new material classes
Administrator role

Procedure

Open the Master data > Material class menu.
Master data: Material Classes
Select the material class to be deleted from the list of material classes.
Click in the header to open the Remove material class dialog window.
Click Yes in the dialog window to delete the material class.

If the material class has subordinate material classes, these are also deleted.

The material class no longer appears in the list of material classes. When creating a product parts list, the material class can no longer be selected for a component or a material.