A category is a logical classification of items that have similar characteristics. Grouping the items into item categories helps in running various reports and programs. A category set is a distinct grouping scheme and consists of categories.
Item
Category is a mandatory Key Flexfield for Oracle applications. You must set up the flexfield with at least
one category as the default Item Category.
Value
Sets, Values, and Item Category Key Flexfield Segments and Structures must be
set up prior to setting up Categories and Category Sets.
1.0 Define Categories
Select a flexfield structure, enter
the category values for each structure segment, and a description for the
category. You can define an unlimited
number of categories and group subsets of your categories into category
sets. A category can belong to multiple
category sets.
2.0 Define Category Set
Create a new Category Set, or query up
a Category Set for your Flexfield structure. You can assign a category to a
category set either at the time you define a category set or at the time you
assign an item to the category. The
flexibility of category sets allows you to report and inquire on items in a way
that best suits your needs.
Ensure that you have a default category.
3.0 Define Default Category Sets
When inventory is installed, a default
category set must be assigned to each of the
functional areas (Inventory, Purchasing, Order Entry, Costing, Engineering, and
Planning). When an item is enabled for a
functional area, it is assigned the default category set. You cannot delete the items default category
set assignment. has defined one
category set, Inventory, to be the default category set for all functional
areas. If you disable the category set, you will impact this form and
you must create new category sets to assign as the default to each functional
area.
4.0 Assign
items to Category Sets
You can assign items to a Category
Set(s) on the Category Sets form, or the Item, Master Item form.
