ESM - Set Cost or Price when Creating Install Materials
We've improved the Add Material experience by allowing users to choose whether a new material should be saved as a Cost or Price item during creation. Previously, all newly created materials had to be updated afterward because this option was not available on the Add Material screen, adding unnecessary extra steps to the workflow. With this enhancement, users can make the correct selection upfront, reducing manual edits and making material setup more efficient. This improvement is available in both the Manage Install Materials page and the Installation Details page, providing a consistent experience across ESM material management.
Adding Materials from Manage Install Materials Page:
Go to Settings
Under ESM Setup, click on Installation Details
Click on Add Material button
Enter in the details
Save
Adding Materials from Manage Install Materials Page:
Go to Settings
Under ESM Equipment, click on Manage Install Materials
Find a System Type or Individual Equipment Type then click to Expand
Click Add Material
Click Add New Material
Enter in the details
Save
Screenshots
Adding Materials from Manage Install Materials Page
Adding Materials from Manage Install Materials Page
Notes:
No special permission needed to use the functionality but access to the said pages is required.
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