A category is a logical classification of items that have similar characteristics. Before creating a catalog, you must have first created the appropriate category.
Use a catalog category to classify items within a catalog. You can define unlimited catalog categories and reuse catalog categories in more than one catalog. Before creating catalog categories, consider all the catalogs you need to define throughout your enterprise (for example, Product catalog, Purchasing catalog, Service catalog). Then create a list of all the catalog categories and sub-categories you will need to correctly classify each item within your catalogs. For example, you may have a catalog category for Hard Drives in each of your catalogs since you sell hard drives to customers, purchase hard drives from your supplier, and service hard drives. You should use the same flex structure for catalog categories so you can reuse them in different catalogs.
Additional Information: You can automatically trigger actions based on creating, updating, or deleting a category. See: Item Business Events and Managing Business Events.
On the Search: Item Catalog Categories page, click the Catalogs tab.
On the Search: Catalogs page, click the Categories tab.
On the Search: Categories page, click the "Create Category" link.
On the Create Category page, select a Flex Structure and click Continue.
You must enter a flexfield structure. You can define multiple segment structures for the item categories flexfield structure. Each segment in the structure can have its own display name and its own prompt.
If you choose a multi-segment flexfield structure you can assign a specific meaning to each segment. For example, if you want to group items according to product line and product information, then you can use the first segment to represent product line and the second segment to represent the product.
Note that the categories that you assign to a catalog must have the same flexfield structure as the catalog itself. This is true even if you choose not to validate the category list.
The "Category" section of the Create Category page is refreshed and populated with fields defined by the flexfield structure you have chosen. Provide the information in the remaining fields of the "Category" section.
In the "Category Details" section, provide the following information:
Description
Enter a meaningful description of the category.
Inactive on
Select an inactive date for this category. As of the inactive date, you can no longer assign this category:
As the default category of a new catalog.
As a valid category of a catalog.
To an item.
As a valid category of an item catalog category.
You cannot set the inactive date to a date in the past. However, you can change the inactive date to one that is in the future. You cannot assign an inactive date to a category that is the default for a mandatory catalog set.
Iprocurement
The default is disabled (unchecked); this field cannot be modified unless the category is the default category for the purchasing functional area.
Viewable By Supplier
The default is enabled (checked); this field cannot be modified unless it is the default category for the purchasing functional area.
Click Apply