Skip to main content
Share / Export

Setting Up HQ Material Categories

HQ Material Categories group materials by type for reporting and inventory organization. Categories are shared among companies that use the same Material Codes group (assigned on HQ Company Setup Additional Info), not across all companies.

Before you start​

  • Decide how you want materials grouped (by commodity, part family, and so on).
  • Confirm which Material Codes group your company uses on HQ Company Setup Additional Info. Only companies sharing that group will see these categories.

Steps​

  1. Open HQ Material Categories.
  2. Add a category with a unique name and clear description.
  3. If the category includes materials not tracked in Inventory, assign a Non-Stocked GL Account. This account controls AP expense and JC-EM posting behavior for non-inventory materials.
  4. Assign materials to the category (see Managing HQ Materials).
  5. Save.

Notes​

  • Duplicate or inconsistent categories weaken inventory reports.
  • The Non-Stocked GL Account is required only when the category includes materials not kept in Inventory. It determines the general ledger account used when posting AP expenses or job-cost equipment/material entries for those non-stocked materials.