How_do_I_set_up_the_interface_to_Materials_Management_

How do I set up the interface to Materials Management?

Configure the Project Accounting application to retrieve account information from the Caselle Materials Management. The interface supports Caselle Materials Management, Clarity (version 4).

You would set up the interface to Caselle Materials Management to automatically share inventory, materials, and purchasing information between systems. This interface helps ensure material costs and inventory usage are accurately tracked on jobs and projects without duplicate data entry. Setting up the interface also improves inventory control, cost tracking, and overall efficiency in project and materials management.


Do this...

1. Open Connect Project Accounting > Organization > Organization > Interfaces tab.

2. Click on the Materials Management subtab.

3. Use the Interface menu to select Caselle 4.x.

4. Click Save (CTRL+S).

The interface to the Caselle Materials Management  is set up and saved.

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