Manage Item Categories

You can view, assign, edit, and delete item categories on the Categories tab of an item.

You can search for different categories using the Search field. Use the suggested filters to view a specific item category.

Assign Item Categories

To assign a category to an item:

1. On the Categories tab for an item, click the Add icon.

   The Add category drawer is displayed.

2. Search and select the category that you want to assign the item to and click Select and Next.

   The Assign effective dates drawer is displayed.

3. Specify the Start Date and End Date, and then click Assign.
   Note: Categories assigned to a functional area catalog don't use the Start Date and End Date.

   The selected item category is assigned and displayed in the table on the Categories tab.

Edit Assigned Item Category

To edit an assigned category to an item:

1. On the Categories tab, click the Edit icon in the Action column for the category that you want to edit.

   The Edit item category assignment drawer is displayed.

2. You can change the category that you’ve assigned, start date, and end date.
3. Click Update and then click Update and Close to save the changes and close the drawer. You can also click Update and Next to edit the next category that you’ve assigned.

Delete Assigned Item Category

To delete an assigned item category, on the Categories tab, select the category that you want to delete and click the Delete icon. Deletion of categories assigned to a functional catalog may not be allowed depending on the rules for the functional area.

Download Assigned Categories

To download the assigned categories to an Excel file, select the assigned categories and click the Download icon.