Defining categories (optional)

The Categories task is designed to use the United Nations Standard Products and Service Codes (UNSPSC).

Note: Categories use a hierarchical structure called the segment tree. The hierarchy helps you manage the categories list.

Categories enable you to search for items by category. After importing the UNSPSC codes, you can assign them to items using Item Master (IC11.1).

Requisitions will utilize three levels: segment, family, and class. These levels create an item hierarchy and enables you to search each level for items in the Item Master file. These codes are attached to items on IC11.

After you define categories, you can click a top-level category to open the segment tree to the product, family, and class. You can select items at any of the levels.

Use this procedure to define categories.

Access these forms to define the information listed.


Form	Setup
Load UNSPSC Product Codes (IC516) (optional)	Load UNSPSC codes to use in the application. UNSPSC codes enable you to search by category. You must attach the UNSPSC code to an item in the Item Master file to be active. Note: Standard UNSPSC codes are available for download from the UNSPSC website.
UNSPSC Product Codes (IC16.1)	A standardized way to categorize items. Note: This is designed for use with UNSPSC codes, but you can also define your own four-tier structure.
Item Master (IC11.1)	You can assign UNSPSC codes to each item in a class.

See the information about setting up categories in the Inventory Control User Guide.