Classification Components

The classifications model provides a flexible tool to categorize entities such as parties, projects, tasks, and orders. Classifications enable you to classify an entity, such as a party, the way it's referenced within your organization.

The major components of classifications are:

• Classification categories

• Classification rules

• Classification codes

• Classification code hierarchy

• Entity assignment

Classification Categories

Classification categories provide the ability to classify entities under a broad subject area. For example, you can classify organizations based on the industries in which they operate. Classification categories are a logical grouping of one or more classification codes that define classification code rules.

Classification Rules

Classification categories can have rules that define how classifications are assigned to entities. When you set up classification categories, you can create specific rules. For example, allowing the parent classification code to be assigned to a party, and allowing multiple classification codes to be assigned to an entity.

Classification Codes

The individual values within the classification category are called classification codes. For example, the 1987 SIC classification category has a classification code of software that you can assign to a party in the software industry. You can organize classification codes into a hierarchical tree. The parent classification code appears as the highest level node of the tree and child classification codes branches off from the parent code or other classification codes.

Classification Code Hierarchy

You can create hierarchies of classification codes within a classification category. For example, you can set up IT as the classification category with hardware, keyboards, and printers as the classification codes. Then, you can set up hardware as the parent classification code at the highest level on the tree, with keyboards and printers as the child classification codes. You can create additional child classification codes, such as dot matrix, ink-jet, and laser under the printer classification code.

How You Manage Classification Codes and Classification Code Hierarchy

You can use the Manage Classification Categories task to create or update classification codes and to modify classification hierarchy.

Note: We recommend that you don't use the Manage Trees and Tree Versions or Manage Standard Lookups tasks to update the classification information. This may result in invalid classification data. Classification based trees would have only one tree version with Active status. Using the Manage Trees and Tree Versions could result in tree to be in Draft status. And this would prevent it from being used correctly by applications like Territory Management. Therefore, you must use Manage Classification Categories for managing classifications hierarchy. If for some reason, it was changed to DRAFT, then you must activate it using the Manage Trees and Tree Versions task. On the Manage Trees and Tree Versions page, select the required tree, and click Actions > Set Status > Active . This option resets the tree back to ACTIVE status.

To add or update the classification codes:

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Sales
   • Functional Area: Accounts and Contacts
   • Task: Manage Classification Categories
2. Search for a classification category and click Edit. For example, search for CUSTOMER_CATEGORY and click Edit.
3. Add a new category or modify an existing categroy.
4. Click Save and Close.

How You Export a Classification Category

You can export the following:

• Classification Code Description
• Classification Code
• Classification Code Meaning

To export the classification category:

1. Click Navigator > Tools > Reports and Analytics.
2. Click Browse Catalog.
3. Click Create > Data Model under Published Reporting.

   By default, the Diagram tab is displayed.

4. Click new and SQL Query.
5. Type a name and paste the following code in the SQL Query textbox.

   SELECT
    CC.CLASS_CATEGORY,
    LV.LOOKUP_CODE AS CLASS_CODE,
    LV.VIEW_APPLICATION_ID,
    LV.MEANING,
    LV.DESCRIPTION,
    LV.START_DATE_ACTIVE,
    LV.END_DATE_ACTIVE,
    LV.LAST_UPDATED_BY
   FROM
    HZ_CLASS_CATEGORIES CC,
    FND_LOOKUP_VALUES LV
   WHERE CC.CLASS_CATEGORY = LV.LOOKUP_TYPE
    AND CC.LKUP_TYPE_OWNER_ID = LV.VIEW_APPLICATION_ID
    AND LV.LANGUAGE = userenv('LANG')
    AND LV.ENABLED_FLAG = 'Y'
    AND TRUNC(SYSDATE) BETWEEN trunc(nvl(LV.START_DATE_ACTIVE, SYSDATE)) AND trunc(nvl(LV.END_DATE_ACTIVE, TO_DATE('4712-12-31','YYYY-MM-DD')))
    AND LV.SET_ID = 0
    AND CC.STATUS_FLAG = 'A'
    AND CLASS_CATEGORY = 'NACE';

6. Click OK.
7. Click the Save as button and save the file in the Shared folders.
8. Click the Data tab and click Save as Sample Data.
9. Click Create Report.
10. Follow the wizard, customize it as you want and, in the Create table section, drag and drop the columns that you want to have in the file.
11. Click Actions and then Export.