Category Sets

Category Sets:

Category Sets are used to categorize items in used in different functional areas as per the functional requirements

Category Sets can be used in planning methods, picking rules, defining buyers, ASL, sourcing rules, Price List, shipping activities, approval adjustments, modifiers, counting etc.

Start with defining item in item master. Navigate to Items > Master Items

As soon we assign some parameters in any of the above tab, we can see that some categories are assigned by default. Like in Inventory tab, check the Inventory Item check box, save the record & then go to Tools > Categories

We can see that a category NEW.MISC has been assigned to the item. Similarly when we assign some parameters in Purchasing Tab, we can see that some more categories are assigned to the item

& so on.

In order to define category sets for Inventory, Navigate to Setups > Flexfields > Key > Segments

Add a row & give details as shown below

Now click on Segments Tab & give details as shown below

Click on Value Set for the first item category. Give details as shown below

Similarly create a value set for 2^nd field also. This value set will be dependent on first value set

Give details as shown below

Here validation type is Dependent. Now click on Edit Information. Give details as shown below

Add value set names in the Segment Summary form

Navigate to Flexfields > Key > Values

Give details as shown below & click on Find

Give details as

Save the record & again open the form with different search criteria

Provide the value set values as shown below

Next is to define Category codes. For defining that Navigate to Setup > Items > Category > Category Codes & click on New

Give details as shown below

& then navigate to Setup > Items > Category > Category Sets

& click on Assign

In Assign form, we need to assign all items in all organizations which is not possible here. As we have not assigned all items, so the category codes won’t be defaulted but still we can use them manually

In case we are able to assign all items then next step is to Navigate to Setup > Items > Categories > Default Category Sets

And assign Category Set. But as we have not assigned all items so we’ll get an error saying

But still we can check the functionality. For that create an item in Item Master, go to Inventory tab & enable Inventory Item

Go to Tools > Categories