Purchasing Category Creation

 Now we will create one new item in Inventory module with new Purchasing Category and then will map that Purchasing Category into our Shopping Category in iProcurement.

Lets create a new Purchasing Category called "Marketing Materials" in Inventory Module. To create the new category, we need to add these new values into Value set. To find out that KFF and Value Set, follow the below steps.

 Step 1:Find out the "Default Category Set" for Purchasing

Navigation: Inventory > Setup > Items > Categories > Default Category Sets

Note down the Category Set Name for the functional area "Purchasing"

Default Category Set for Purchasing =Purchasing

Step 2 :  Open the Category Set and note down the "Flex Structure"

Navigation: Inventory > Setup > Items > Categories > Category Sets

Flex Structure = PO ITEM CATEGORY

STEP 3 : Find out the "KFF Segments"

Query by

Application: Inventory    Title : Item Categories

Once query retrieves the result, find out the Purchasing Flex Structure name "PO Item Category"

Navigation : Inventory : Flexfields : Key : Segments

Click on "Segments"

Note down the Value Set Names for both the Segments

Segment1 = Major (Value Set = Major PO Item Category)

Segment2 = Minor (Value Set = Minor PO Item Category)

Click on "Value Set" for the SEGMENT1 "Major" and check the Validation Type

Note down the Validation Type. It's Independent.

Now, click the another segment "Minor" and check for Value Set Validation Type.

It's "Dependent"

Step 4: Add the "values" into Value Set

Navigation: Inventory : Setup: Flexfields : Key:Values

Click "Find"

Add the new Value "TPS"

Note:  Major PO Item Category value set Validation Type is "Independent". So, what ever the values we are adding into this value set, all values will display. But, the "Minor PO Item Category" value set is "Dependent" value set. So, We need to define the Dependent value from previous value set and then we need to add the new value.

While adding the new value in the Dependent Value Set, we need to mention the Independent Value of the previous value set. In our case, the previous value set is Major PO Item Category. So, we need to enter the value from that value set .

Enter the Independent value and query

Add the value "MEDIA"

Now, create the Purchasing category "TPS.MEDIA" and assign it to Purchasing Category Set

Step 5: Create Purchasing "Category Code"

Navigation: Inventory : Setup: Items : Categories : Category Code

Click on "New"

Create a new category code like "TPS.MEDIA"

Click ok and save.

Step 6: Assign Category into Category Set

Navigation: Inventory:Setup: Items: Categories: Category Sets

Query the default "Purchasing" Category Set and add the Category "TPS.MEDIA" into that Purchasing Category Set

Save