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HQ Material Categories

Company Tracker action: implementation-setup-hq-material-categories Milestone: Headquarters / Module Setup (core_milestone_id=2) Order: 12 Estimated duration: 0.25 hours Typical owner: Controller

Purpose​

Define material categories to group materials for reporting and organization. Categories are shared among companies that use the same Material Codes group. They are not Inventory-only: categories also support PO, reference, and unit-cost use without Inventory stocking.

Prerequisites​

  • Material Codes group assigned on HQ Company Setup Additional Info (categories shared only among companies on that group).
  • Grouping approach decided (commodity, part family, etc.) before creating many categories.
  • Know which categories will include non-stocked materials (those need Non-Stocked GL Account; stocked-only categories do not). Do not invent COA lists here.

Vista configuration article​

See the detailed Vista guide:

Setting Up HQ Material Categories

Field meanings and form steps live there. Do not restate them on this page.

Implementation guidance​

  • Categories are group-controlled via the Material Codes group, not all-company.
  • Decide grouping approach before creating many records. Duplicate or inconsistent categories weaken materials and inventory reports.
  • Non-Stocked GL Account: set only when the category will include materials not tracked in Inventory. That account drives AP expense and JC-EM posting for those non-stocked materials. Do not assign it for typical stocked-only categories.
  • Next consumer: assign materials to categories on HQ Materials.

Done when​

  • Agreed material categories exist in the Material Codes group with clear names/descriptions.
  • Non-Stocked GL Account set only where the category will include materials not tracked in Inventory.