Material categories

Purpose

Broadly classifies the materials that go into the parts that you buy and build.

Where used

Materials

Data fields

Name
This is the complete name for the material category.
Description
This describes the material category in more detail.
Active: users can select
Default member of collection
Permanent member of collection
For a description of these checkboxes, see the Collections reference > Managing collections help topic.

Setup suggestions

If your organization deals with a wide variety of materials, then you can keep the classifications broad (e.g., "steel") or, at the expense of manageability, more specific (e.g., "high carbon steel sheet"). If your organization only deals with limited types of materials - for instance, polymer resins - then you can have very specific categories.

Materials declaration reports will use these categories to group materials in your products.

2026

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Help Guide Contents [PDF]