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animkhrj

Assigning items to categories 2013-04-26

Assigning items to categories

  1. animkhrj
    Assigning Items to Categories
    Prerequisites
    You must define default category sets for your functional areas. See: Defining Default Category Sets.
    When you enable an item in a functional area, the item is assigned to the default (mandatory) category set and default category of the functional area. You can override the category set's default category. In addition, you can manually assign your item to an unlimited number of category sets. You can assign an item to one category within each category set.

    To assign an item to a category from the Category Set window:
    1. Navigate to the Category Set window. See: Defining Category Sets.
    2. Enter a category set.
    3. Choose Assign. The Item Assignment window appears.
    4. Select the item from the current organization to assign to the category.
    5. Select a category.
    The list of values contains categories with the same flexfield structure as the category set you selected in the Category Set window. If Enforce the list of valid categories is selected the list is limited to those categories.
    6. Save your work.
    To assign an item to a category from the Item windows:
    1. Navigate to the Master Items Summary or Organization Items Summary window.
    2. Select an item.
    3. Choose Categories from the Special menu.
    The item you selected appears at the top of the Category Assignment window.
    4. Select a category set
    5. Select a category.
    The list of values contains categories with the same flexfield structure as the category set you selected. If Enforce the list of valid categories is selected the list is limited to those categories.
    6. Save your work.