Items to Categories Assignment

You can assign items to categories on the Edit Catalog page, category hierarchy tab, on the category detail item tab.

You can assign items only to active categories. In addition, you can configure catalogs to control item assignment to categories within the catalog by selecting the Allow multiple item category assignment check box on the Create Catalog page, which allows items to be added to all levels of the category hierarchy.

To begin, select the item class and enter search information in either the Item ID, Item description or Keyword fields and click the Search button. You select items from a choice list and add them to the category.

Controlling Item Assignment

You also control item assignment by selecting the value of the Controlled at check box on the Edit Catalog page. If you select the Master Level value and the organization context is a master organization, then the assigned items are automatically assigned to all child organizations that are associated with the master organization. The added items will also be assigned to any child organizations that might be created under the master organization, even after the items were assigned to the master-controlled catalog.

Select Category From a Hierarchy and Assign to an Item

You can select a category from a hierarchy and assign the category to an item. When creating or editing an item, on the Categories tab, add a row. In the search box, when you type the name of the catalog or category, it automatically matches the name with the available catalog and category names and displays them as suggestions. Category suggestion also displays the catalog name to help you know the catalog for the category. The format is (category name (catalog name)).

If you select a category from the displayed suggestions, the catalog and category names are populated in the respective fields in the user interface.

If you select a catalog from the displayed suggestions, the Search and Select: Category window shows a list of categories and their paths within the hierarchy for the selected catalog. The hierarchy path allows you to identify the correct category based on the position of the category within the hierarchy. After you select a category from this list, the catalog and category names are populated in the respective fields in the user interface.

If the suggestions don’t show the required category, you can use the Search icon to select or search a catalog and display the categories for the selected catalog.

When searching for categories within a catalog with a single level of hierarchy, the suggestions provide an easy way to find the category by typing all or part of the category name.

Duplicate category names will be displayed in the suggestions along with the catalog name. Duplicate category names in catalogs with a multilevel hierarchy will be displayed with their hierarchy path.

You can click the icon in the Hierarchy column to view the position of the category in the hierarchy.
Note: The Hierarchy icon is only active after you’ve selected a catalog and category.