What This Process Does

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


Best Practices

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


Manage Catalogue: Category Masters

  1. Procurement – Purchase Orders – Setup – Manage Catalogue – Category Masters
  2. Highlight a Category ID and click select to view.
  3. To add a new Category ID, 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
Category ID——♦Used to group similar items together
Category Name——♦Name of the Category
Default Method——♦Not Assigned, Purchase Order, or Inventory Control
Description of Category—♦—Description of the Category
Opt. = Optional  Rec. = Recommended  Req. = Required