What This Process Does

  • This process allows the user to Manage and Add Category Items.


Best Practices

  • A standard list of Category Items is provided by RDA.


Manage Catalogue: Category Items

  1. Modules → Procurement → Purchase Orders → Setup → Manage Catalogue → Category Items
  2. Highlight a Category Item and click select to view.
  3. To add a new Category Item, click the Add button.
  4. Populate applicable fields using the field description below as a guide.
  5. Click Save (Process wheel).


FIELDSOpt.Rec.Req.Description
Delete this Record♦——If true, then record is marked for deletion
Active Flag—♦—If true, the category item is active
Category ID——♦Used to group similar items together
Item Identification——♦Identifying number given to the Category Item
Item Name——♦Name of the Category Item
Long Description—♦—Detailed Description of the Category Item
Primary Vendor Identification—♦—Primary Vendor associated with the Item
Source User——♦Source User who created Category Item
Opt. = Optional  Rec. = Recommended  Req. = Required