Item Category User Manual

Overview

Item Category is the screen for managing categories used to classify items (for example, additional subcategories for raw materials, auxiliary materials, semi-finished products, and finished products).

Access

• Sidebar: Master Data Management → Item Category

Before you begin

• Select the parent category for the new category and check the current hierarchy first.
• Prepare the name to use for item classification and any required description.

Required information

• For new registration, Category Name is the required value checked when saving.
• Parent category and description are optional.
• Editing does not perform the same missing-value check as registration, so take care not to clear the existing category name.

Save and processing checks

• Categories can be added only to the defined hierarchy depth, so check the registration position.
• Check whether a name for the same purpose already exists, and after saving confirm that it appears in the tree.
• Before editing or deleting, check the effect on the classification of linked items.

Screen Layout

• View All: View registered parent and child categories in a list.
• Category Information: View the parent category name, category name, and description for the selected category.
• Register Category: Open a window for entering the parent category, category name, and category information.

Registration

1. Click Register Category.
2. To create a child category, select a Parent Category. If none is selected, the category you enter is registered as a parent category.
3. Enter the required Category Name.
4. Enter the classification criteria or intended scope in Category Information.
5. Click Register, then confirm that the new category appears in the list.

Editing

1. Select the category you want to edit from the list.
2. Click Edit (or the Edit icon).
3. Change the parent category, category name, or category information, then save.

Deletion

1. Select the category you want to delete from the list.
2. Click Delete and confirm.
3. Confirm that the category has been removed from the list.

Tips

• Categories can be used in item search/aggregation/permission policies, so names with clear meaning are recommended.