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Note: Category sets may be used as a means to develop custom lists of items on which to report and sort. You can also create other category sets such as John's Priority or Jane's Priority, with categories like high, medium, and low.

When you install Oracle Inventory or Oracle Purchasing Oracle provides the category set Standard.

When you install or upgrade Inventory, Oracle provides the category set Inventory by default and assigns existing inventory categories to this set. If you plan to use Order Entry/Shipping's group pricing functionality with item categories, you must add the categories to this set.

When you upgrade Oracle Purchasing from a previous version, Oracle provides the category set Class by default and assigns your existing purchasing categories to this set.

Attention: You must use this window to define valid categories for each purchasing category set before you can use Oracle Purchasing.

   To define a category set:

1. Navigate to the Category Set window.

2. Enter a unique category set name.

3. Enter a flexfield structure.

Note: The categories you assign to a category set must have the same flexfield structure as the set itself. This is true even if you choose not to validate the category list.

4. Select a control level.

Master Level: Item assigned to this category set has the same category value in all organizations where it is assigned.

Org Level: Item assigned to this category set may have a different category value in each organization where it is assigned.

5. Select a default category.

This is the default category used when assigning an item to the category set. For example, a category set may have a default category called New. After an item is assigned to New, you can override the default category and choose another relevant category for each item.

6. Indicate whether to enforce the list of valid categories.

If you do not turn this feature on you can assign an item to any category defined that uses the same flexfield structure as this category set.

If you turn this feature on you can assign an item only to those categories defined as valid categories for this category set.

7. Select a list of valid categories.

You can enter categories here only if you choose to enforce the list of valid categories.

The list contains categories that use the same flexfield structure as the category set you are defining.

8. Save your work.

   To assign items to categories:

• Choose the Assign button. See: Assigning Items to Categories.

See Also

Overview of Item Categories