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Managing HQ Materials

HQ Materials maintains materials for the group defined by the Material Codes setting on HQ Company Setup (not a single all-company master). These materials are used across material requisitions, purchases, sales (Material Sales), and Inventory. Vendor-specific costs on the material can flow into PO commitments.

Before you start​

  • Have material IDs, descriptions, categories, and vendor costs ready.
  • Know which materials should be stocked in inventory and at which locations.

Steps​

  1. Open HQ Materials.
  2. Add each material. Category is required.
  3. Set the standard unit of measure carefully—do not change it after you start processing (especially with Inventory enabled); history is not converted.
  4. Enter vendor-specific costs so purchase orders can pull accurate commitment amounts.
  5. If you need additional purchase or sales units of measure, add them on the Additional Units of Measure tab with their conversion factors.
  6. To assign inventory locations: File menu → HQ Material Insert Locations. Use Stocked in Inventory and Initialize Inventory as needed.

Notes​

  • Bad material or cost data feeds wrong PO commitments and inventory values.
  • Do not change the standard UOM after you have started processing, especially if you use Inventory. History is not converted, and reports will be inconsistent.

Tips​