Marking Product Groups as Categories for Indirect Procurement

Marking a product group as a category adds the product group to the list of categories available for selection when you create a purchase order line item of type Category.

Note: To mark product groups as categories you must have the SCM - Manage Items permission set assigned.

To mark a product group as a category:

1. Click the Codes tab.
2. Click the Product tab.
3. Click Edit on the product that you want to mark as a category.
4. On the window that opens to edit the product, select the Category checkbox.
5. Click Save.

Note:

If you use the Accounting Connector to export AP vouchers to Accounting, ensure an account has been specified in the Purchase Analysis Account for Category field of the product group that you are using as a category, otherwise you will get an export error. Any account that you might define in the General Ledger Account field of a category purchase order line item is ignored and only the account specified in the Purchase Analysis Account for Category field is considered in the export.