In this Article is for organizations using the Products and Materials Add-On Package, or organizations with the Supportworks* Package. Below we will review the steps when troubleshooting missing Materials on a Project.
Materials are directly related to each Product that was sold. When Troubleshooting Products and Materials there are two common causes when a Project does not include any Materials. The two main causes are:
- The Product sold on the Sale does not have any related Material records*.
- The Sale Items have not been Assigned to a Project, or are Assigned to the wrong Project.
*NOTE: If your company uses SolutionView for quoting, be sure to modify the mapping of your SolutionView product. Be sure SolutionView is linking to the Product in improveit 360 which has related Material records. See also, Link SolutionView Products to improveit 360 Products (available to Supportworks and Contractor Nation Admins only)
1. Check the Product which was sold, and look for related Material records. If there are no related Materials, you may have a duplicate Product. Check your List View of All Active Products and look check for any duplicates.
2. If the Product sold does include Materials records, check the Sale Items' Assignment on the Sale. Each Item sold must be assigned to a Project. If the Sale Items are not Assigned to a Project, or Assigned to the wrong Project, the Materials will not be visible on the Project record.
Follow along with this video when Troubleshooting:
See also: Creating Materials on each Product