Defining Categories

You can define an unlimited number of categories and group subsets of your categories into category sets. A category can belong to multiple category sets. You can assign a category to a category set either at the time you define a category set or at the time you assign an item to the category.

arrow icon   To define a category:

  1. Navigate to the Categories window.

  2. The Find Categories window appears. Choose New.

  3. Enter a structure name.

    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. See: Item Category Flexfield Structures.

    Attention: The categories assigned to a category set must have the same flexfield structure as the set itself. This is true even if you choose not to validate the category list.

  4. If you have set up your flexfield segment as No Validation required, you can enter a unique category name.

  5. Optionally, enter a category Description.

  6. Select Enabled to enable the category.

  7. Select Viewable by Supplier to allow suppliers to see the category in iSupplier Portal.

  8. Save your work.

arrow icon   To make a category inactive:

  1. Enter the date on which the category becomes inactive.

    As of this date, you can no longer assign the category:

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