PURCHASING > Master Files > Item Categories > Add/Modify/Delete
Item category codes are used to group items together for report sorting and filtering. You can also search for items by category when using Lookup.
Item Category Codes can be assigned to items in the Item Master File.
There are two user-definable Category fields, Category A and Category B, which can be used independently or in combination with one another. That is, item searches can be based on either field or on both fields simultaneously.
While the title of these fields can be renamed, common examples include Category, Commodity, Order Type, Use, Purpose, etc.
•The terms "Category A" and "Category B" are user-definable and can be renamed on screens and reports.
•You can either 1) force users to select from the Category Master File when populating this field throughout the system or 2) you can allow entry of free-form Item Categories that are not in the Master File. See User Defined Field Settings for details. |
Unlike when filtering reports on all other fields (which offer left-to-right filtering only), when filtering reports on the category fields, you can filter on each character position of Category Field using wildcard characters.
If you want to match a group of categories, then the asterisk (“*”) wildcard character can be used. The "*" will represent any character in that position.
For example, if the category that you want to limit to is "A-1000-X", then enter A-1000-X for the filter limit. However, to list all items with a category that starts with "A-1000" with any other combination of characters to the right, you would enter the category filter as A-1000**. Similarly, if you wanted to list all items that had "1000" as the middle four characters of the Category Field, you would enter the category filter as **1000**.
|
To reduce data entry, the Category can default on POs and other documents based on the item being purchased.
|
Item Categories Master File Screen
