43.1.1 Spend Category - View

This topic describes the systematic instruction to Spend Category - View option.

Using spend category view option, the System Administrator can view the spend categories and sub categories.

To view a spend category:

1. Navigate to one of the above paths.
   The Spend Category Maintenance screen appears.
2. Enter the search criteria, click Search.
   The search results appear on the Spend Category screen based on the search parameters.
3. Click the Category Name link of the record for which you want to view the spend category.
   The Spend Category - View screen appears.

   Figure 43-3 Spend Category - View

   
   

   
   Description of "Figure 43-3 Spend Category - View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 43-2 Spend Category - View - Field Description

   Field Name	Description
   Category Code	Unique ID maintained for the spend category
   Category Name	Name of the category. Transactions are mapped to the category name to classify spending under each category.
   Sub Category Details	Information specified in below fields are related to sub category details.
   Sub Category Code	Unique ID maintained for the spend sub-category.
   Sub Category Name	Name of the subcategory based on the category name. Transactions can be further classified under the sub categories available under a category. For e.g. Spend category name could be Household Expenses and under that, sub categories could be Grocery, Rent etc.

4. Perform anyone of the following actions:
   • Click Edit to if you want to edit the spend category.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.