To create a category
- Search for "Categories".
- From the Actions menu, select Create.
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Use the following guidelines to enter field values:
- Procurement Group
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Required. Select a procurement group to assign to the category.
- Category
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Required. Type the name for the new category.
- Description
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Required. Type a description for the new category.
- Require Approval Of Term And Condition Create
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Indicate if terms and conditions must be approved when they are created.
The approval process uses Infor Process Automation.
- Require Approval Of Term And Condition Update
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Indicate if terms and conditions must be approved when they are updated.
The approval process uses Infor Process Automation.
- Active
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Select this checkbox to make the category active.
Note:An inactive category cannot have an active subcategory.
- Click Save.