Material Groups - Detail

To create a new material group, follow these steps:

1. From the list view, click the "+" button in the toolbar. The application navigates to a blank Object Page form with the title "New Material Group".

2. Enter a unique Group code. This is the only field that is required. Choose the code carefully — it cannot be changed after the record is saved. The code must be unique across all material groups and can contain up to 20 characters.

3. Fill in the remaining fields as needed:

o4. Add a meaningful Additional Info description.

o5. Set the surcharge percentages if this group should apply cost markups.

o6. Assign G/L account numbers for cost postings.

o7. Optionally choose an icon and color for visual identification.

o8. Fill in any Custom Fields (UDFs) as needed by your organization.

9. Click Save. The system validates the input (checking required fields, length limits, and surcharge ranges), creates the record, and navigates to the newly created material group's detail view. A success notification confirms the creation.

Duplicate Code: If you attempt to create a material group with a code that already exists, the system will return an error and the record will not be saved. Choose a different, unique code.

1. Open the material group you want to edit by clicking its code in the list view. The detail view opens in display mode.

2. Click the Edit button in the page header to switch to edit mode. All editable fields become active.

3. Make your changes. Note that the Group code field remains read-only — it can only be set during creation.

4. Click Save in the right bottom part of the screen to keep your changes. The Modified and Modified By audit fields will be updated automatically.

Alternatively, click Cancel to discard all unsaved changes and return to display mode.

Unsaved Changes Protection: If you attempt to navigate away from the page while in edit mode with unsaved changes, the system will display a confirmation prompt asking whether you want to discard your changes or stay on the page. This prevents accidental loss of work.

Duplicating allows you to quickly create a new material group based on an existing one. This is useful when you need to set up a new group that shares most of its configuration with an existing group.

1. Open the material group you want to use as a template by navigating to its detail view. Make sure you are in display mode (the Duplicate button is not available in edit mode).

2. Click the Duplicate button in the action toolbar. The system navigates to a new creation form.

3. The form is pre-filled with all the data from the original group, except for the following fields which are cleared:

o4.Group code — you must provide a new, unique code.

o5. Audit fields (Created, Created By, Modified, Modified By) — these will be set by the system when you save.

6. Enter a new Group code and adjust any other fields as needed.

7. Click Save to create the new material group.

The Cross Reference feature provides a way to see which Items are currently assigned to a specific material group. This is invaluable for understanding the impact of changes to a group (such as modifying surcharge percentages) and for verifying that items are correctly categorized.
 

How to Use Cross Reference

1. Open the material group whose references you want to inspect by navigating to its detail view.

2. Make sure you are in display mode. The Cross Reference button is a toolbar action with a chain-link icon, and it only appears for existing (saved) records — not during creation of a new group.

3. Click the Cross Reference button. A dialog window opens, displaying a table of all Items that have this material group assigned.

 
The Cross Reference Dialog

The dialog is a read-only list that queries the Items endpoint, filtered to show only items whose Material Group field matches the current group's code. It displays the following columns:

You can search within the dialog by typing in the search bar — the search filters across both the item code and the item name columns. This is particularly useful when a material group is assigned to a large number of items and you need to find a specific one.

Real-time Data: The cross reference dialog queries the live Items data every time it is opened. If you have just assigned or removed a material group from an item (see Linking Items to a Material Group), the changes will be reflected immediately when you open the cross reference dialog.

Read-Only: The cross reference dialog is for viewing purposes only. You cannot edit items or change their material group assignment from within this dialog. To change an item's material group, open the item in the Items detail view (see Linking Items to a Material Group).

The connection between an Item and a Material Group is established on the Item side. Each item has a Material Group field (located in the Item's detail view under Production Data › Materials & Scrap) that stores the code of the material group it belongs to.

How to Assign a Material Group to an Item

1. Navigate to Master Data › Items and open the item you want to link to a material group.

2. Click the Edit button (pencil icon) to enter edit mode.

3. Scroll to the Production Data section and locate the Materials & Scrap subsection.

4. In the Material Group field, you have two options:

o5. Type directly — Enter the material group code manually if you know it.

o6. Use the Choose-from-List button — Click the browse button next to the field. A dialog opens showing all available material groups with their Code and Description columns. You can search and filter within this dialog to find the group you need. Click on a row to select it, and the group code will be populated into the field.

7. Click Save to persist the change. The item is now linked to the selected material group.

 
Choose-from-List Dialog for Material Groups

The Choose-from-List (CFL) dialog provides a convenient way to browse and select a material group without needing to remember exact codes. The dialog includes:

•A search bar that filters across both the Code and Description fields.

•Individual filter fields for Code and Description, accessible via the Adapt Filters area.

•Sorting by clicking column headers.

Simply click a row in the dialog to select the material group and close the dialog. The selected group's code will be filled into the Material Group field on the item form.

 
To Remove or Change the Assignment

To remove a material group from an item, open the item in edit mode, clear the Material Group field (delete the existing value), and save. To change it, simply select or type a different material group code and save.

 
Verifying the Link

After saving an item with a material group assignment, you can verify the link from either direction:

•From the Item — The Material Group field on the item's detail view displays the assigned group code.

•From the Material Group — Open the material group and click Cross Reference. The item you just saved should appear in the list. See Cross Reference for details.

Two-way Visibility: The link between Items and Material Groups is always visible from both sides. Changes made on the Item side (assigning, changing, or removing a material group) are immediately reflected in the Material Group's Cross Reference dialog. There is no delay or synchronization step required.

Material groups can be deleted from two places:

From the List View

1. Select one or more material groups by clicking the check boxes in the rows.

2. Click the Delete button in the toolbar.

3. A confirmation dialog appears:

o4. For a single selection, the dialog names the specific group being deleted.

o5. For multiple selections, the dialog shows how many groups will be deleted.

6. Click Confirm to proceed, or Cancel to abort.

 
From the Detail View

While viewing a material group's detail page, click the Delete button. A confirmation dialog appears before the deletion is executed.

 
IMPORTANT:
Deletion Restriction: Groups in Use A material group cannot be deleted if it is currently assigned to one or more Items or Raw Materials. If you attempt to delete a group that is in use, the system displays an error dialog explaining that the group is referenced and showing how many records depend on it.

To delete such a group, you must first reassign or remove the material group from all referencing items and raw materials. You can use the Cross Reference feature to identify which items are linked to the group, then edit each item to change or clear its Material Group field.

Deletion is Permanent Once a material group is deleted, it cannot be recovered. Make sure you have reviewed the cross references and are certain the group is no longer needed before confirming deletion.