Update the category of a standard material

Update the category of a standard material to either standard stock material or project specific material. For a standard material, if the value in the Material Category field is 1,2, or 3, then the standard material is controlled and reserved for a specific project. If the value in the Material Category field is 4, 5, or 6, then the standard material is used across all projects as a standard stock material.

Prerequisites

Before you begin, complete the following:

• Ensure the company-wide stock holding for the selected standard material is 0.

• In the 20011 Standard Materials screen, in the Site tab, ensure the AVMS checkbox is cleared for the selected standard material.

To update the category of a standard material

1. Navigate to the s20014 Change Standard Material Category screen.

2. To refresh the screen, select the F5 key.

3. In the Standard Material grid, select a row.

4. On the s20014 menu, perform one of the following:

   • To update the standard material category to standard stock material, in the Standard stock group, perform one of the following:

     • To update the standard material category to stocked standard stock material, select SMC to Stocked article. The value in the Material Category field is updated to 4.

     • To update the standard material category to non-stocked standard stock material, select SMC to Non-Stocked article. The value in the Material Category field is updated to 5.

     • To update the standard material category to free-stocked standard stock material, select SMC to Free-Stocked article. The value in the Material Category field is updated to 6.

   • To update the standard material category to project specific material, in the Project Material group, perform one of the following:

     • To update the standard material category to first project specific standard material, select SMC to First (1) project specific. The value in the Material Category field is updated to 1.

     • To update the standard material category to second project specific standard material, select SMC to Second (2) project specific. The value in the Material Category field is updated to 2.

     • To update the standard material category to third project specific standard material, select SMC to Third (3) project specific. The value in the Material Category field is updated to 3.

5. To save the changes, on the Home menu, in the Record group, select Save.