Important: Materials are associated with Products. If a Product has any related products, the Materials associated with those related products will also be added to the list of materials as the original product is selected during case entry.

Cases:

Users now have the ability to scan a Material ID barcode when adding material to a case. The barcode that can be used is generated for materials that are configured as inventory items via the Inventory report called: Inventory Item Barcode.

1.First step is add a Product to the case.

2.On the Case form select Materials tab and click .

3.Add Material form is displayed.

Add Material form

4.Select the Product. Only the products added to the selected case are available.

5.Click on to select the Material.

Please Note: Users have the ability to scan a Material ID barcode when adding material to a case. The barcode that can be used is generated for materials that are configured as inventory items via the Inventory report called: Inventory Item Barcode.

6.Quantity is 1 as default, but you may change it.

7.Enter Lot Number.

8.Enter Part Number.

9.Enter Notes.

10.Click .

11.Save the Case.

Case Number is saved on the 4.Cases form. Details of the case number are displayed on the lower part of the form. To see the materials that were added to a case, select the case by clicking on it and then click on Materials tab. All added materials and details for each one are displayed in the grid.

Materials tab on Case form

1.Open Case for edit

2.On the Case form select Materials tab and click the record you want to update.

3.Click , or just double click on the Material in the grid.

4.Make the changes on Edit Material form.

5.Click

1.Open Case for edit

2.Select the Material you want to remove by clicking on it

3.Click

4.Click on Yes when confirmation is asked