Set up a procurement category hierarchy

This procedure shows you how to create new nodes in a procurement category hierarchy and how to configure a procurement category to be used in a procurement process. These tasks would typically be carried out by a Purchasing manager. Before you can start this procedure, there must be a category hierarchy of type Procurement.

Add a new procurement category

1. Go to Procurement and sourcing > Procurement categories.
2. On the Action Pane, select Edit category hierarchy. The current procurement category hierarchy is displayed in the left side of the page. You're about to modify the hierarchy.
3. On the Action Pane, select New category node. The system selects the top node by default.
4. In the Name field, type a value.
5. In the Description field, type a value.
6. In the Friendly name field, type a value. The friendly name is optional. It is displayed in category lookups together with the category name.
7. Select Save.

Add products to your new procurement category

1. Go to Procurement and sourcing > Procurement categories. Select the node you just added.
2. Toggle the expansion of the Products section.
3. Select Add to associate products with the procurement category.
4. Select the products you want to add to the procurement category.
5. Select the arrow to add the products to the Selected table.
6. Select OK.