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HQ Materials

Company Tracker action: implementation-setup-hq-materials Milestone: Headquarters / Module Setup (core_milestone_id=2) Order: 13 Estimated duration: 0.5 hours Typical owner: Controller

Purpose​

Establish material masters for inventory tracking and materials used on AP invoices and purchase orders, including vendor-specific costs.

Prerequisites​

  • Material Codes group set on HQ Company Setup.
  • HQ Material Categories created first (every material requires a Category).
  • HQ Units of Measure reviewed; standard UOM chosen before processing (especially if Inventory enabled; history is not converted).
  • Material IDs, descriptions, categories, vendor costs, stocked-vs-not, and locations prepared.

Vista configuration article​

See the detailed Vista guide:

Managing HQ Materials

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

Implementation guidance​

  • Materials are group-based (Material Codes group), used across requisitions, purchase orders, Material Sales, and Inventory.
  • Critical: do not change the standard UOM after processing starts, especially with Inventory enabled. History is not converted.
  • Enter vendor-specific costs on each material; they feed PO commitments.
  • Additional purchase/sales units and conversions belong on the Additional Units of Measure tab when needed.
  • Stocked materials need location/inventory initialization (HQ Material Insert Locations / Initialize Inventory as applicable).
  • Gotcha: bad material or cost data produces wrong PO commitments and incorrect inventory values. Validate before processing begins.

Done when​

  • Agreed day-one material masters exist with category, standard UOM, and vendor-specific costs as needed.
  • Stocked materials have location/inventory initialization plan executed or scheduled.