Setting Up Categories

The Categories table contains definitions of data categories (containers into which data can be loaded).

The image shows the Categories grid of the Control Tables screen.

The values in the table identify the categories that can be selected from the category POV link. Each FDM category is associated with a target system category. Changing the FDM category changes where data is loaded in the target system.

Category Key—Numeric keys that are stored during the trial-balance load process and generated by FDM (each value identifies a set of trial-balance records)
Category—The FDM category name
Description—Description of the FDM category
Target Category—The target system category to where the data is loaded
Frequency—The category frequency

To insert categories into tables:

From within the Web client, select Metadata > Control Tables.
The Control Tables screen is displayed.
From Control Table, select Categories.
Select Add.
Select the cell to which to add or update information.
In the Category column, select a target category from the drop-down list.
is displayed left of the row to indicate a pending change.
Click Update Grid.
The change-pending icon is removed.

To delete categories from tables :

Select a row.
Click Delete.
is displayed left of the row, indicating that a deletion is pending.
Click Update Grid.
The deleted rows are removed.

To cancel pending changes:

Left of the row, click or .
Select Cancel Row Changes.