Setting Up Category Codes

Category codes are a type of UDC that you customize to manage the tracking and reporting requirements of your business. You use category codes to organize address book information and standardize data entry.

The JD Edwards Address Book system is shipped with predefined category codes, but you can change and delete the predefined data if it is not hard-coded and add your own category codes. You use the User Defined Codes form to set up your category codes.

You can change the category code description, but you should not change the product code and type code. For example, you can change the description of UDC table 01/23 from A/B Selection Code 23 to Supplier Products. You can also change the characteristics for your category codes. For example, you can change the size (up to 10 characters) and type (numeric or alphanumeric). If you change the category code description or any of the characteristics for a category code, your system administrator must change the data dictionary edit rule and how the data dictionary is mapped so that the changes appear on your data entry forms.

See document 643221.1 (Impact of Changing the Size of a Standard Data Dictionary Item) on My Oracle Support: https://support.oracle.com/epmos/faces/DocumentDisplay?id=643221.1

Note: Making a change to a standard EnterpriseOne data dictionary item is not recommended or supported. Tables, business views, applications, and business functions are designed with the standard size of the data item, and making a change to this size can result in errors within the applications and data integrity issues. If a data item size is changed, all tables using the data item would need to be generated, any data entered would need to be manually converted, all business functions that use the data item in their data structures would need the header files updated and business functions rebuilt, all business functions that reference tables that contain this data item would need to be rebuilt, and so forth. This is a widespread change that impacts all objects across the system that use the data item. In addition, this type of change is not supported in an upgrade.

You use the Address Book Revision program (P01012) to assign category codes to address book records. If you assign a category code to your address book records and then decide to change the description or a characteristic of the category code, you must manually change the existing address book records.

If you use address book category codes (01/01-30) and then later decide to change the values in the user-defined tables, use the User Defined Codes form to change the values and then run the Global Category Code Update program (R01490) to update all of your existing address book records.

See document 1153684.1 (UDC Values, Code Length and its Impact on How UDC Values are Stored, Displayed and Retrieved) on My Oracle Support: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1153684.1

Note: When you set up address book category codes, you should create a blank record on the User Defined Codes form. This provides a default if you do not need to assign a category code to an address book record.

Category Code	Description
Address Book Category Codes (01/01-0)	You can define up to 30 address book category codes in UDC table 01/01-30 to organize your address book information. You might set up an address book category code so that you can track or report on specific information about a group of address book records. For example, if some of your records are for suppliers, the Address Book system already provides search type V for you to use when you enter or revise an address book record for a supplier. You might want to further categorize your suppliers by the types of products that they supply. For example, you decide to set up address book category code 23 to store supplier product information. Use the User Defined Codes form to set up category codes for HDW (hardware), SFT (software), ELC (electrical), and so on. Then, when you assign a category code to an address book record, you can assign HDW,SFT, or ELC for category code 23. Category code 07 is reserved for 1099 reporting in the JD Edwards EnterpriseOne Accounts Payable system. If you do not have 1099 reporting, you can use category code 07 for another purpose.
Who's Who Category Codes (01/W0-WT)	You can define up to 10 category codes for who's who in UDC table 01/WO-WT. Who's who is a list of individuals that you associate with an address book record. For example, when you enter an address book record for a customer company, you might want to identify individuals who work for the company. These individuals are not assigned an address book number, but they are associated with their company address book number through the who's who list. When you set up a who's who category code, you can assign the category code to all who's who entries, if applicable.
Contact Information Category Codes (01/N1-NA)	You can define up to 10 category codes for contact information in UDC table 01/N1-NA. Contact information is additional information that you can assign to a who's who entry. When you set up a category code for contact information, you can assign the category code to all contact entries, if applicable.
Related Person Category Codes (01/P1-P5)	You can define up to five category codes for related person information in UDC table 01/P1-P5. Related persons are individuals who are associated with an individual on a who's who list. For example, a related person might be the spouse of a who's who entry. When you set up a category code for a related person, you can assign the category code to all related person entries, if applicable.