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Customer Supplied Material Module

The Customer-Supplied Material module tracks the inventory on hand for customer-supplied product. It includes data on the date of the inventory, the individual performing the inventory, the client and project, if applicable. Product descriptions as well as serial numbers and quantity on hand are listed for each client. This module has a variety of reports including customer summary, CSM match criteria, and select customer summary.

Depending on your level of access, you will be able to view and/or maintain the Customer-Supplied Material data.

Reports

There are three standards reports available in the Customer Supplied Material module. These reports can be accessed from the Reports link on the Customer Supplied Material menu. One of the reports, CSM Match Criteria, displays a popup dialog box which enables the user to enter any combination of criteria. When submitted, a group of customer supplied material records, that match the criteria, are displayed.

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