Category hierarchy (form)

[アーティクル]
03/25/2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Product information management > Setup > Categories > Category hierarchies. On the Action Pane, click Category hierarchy. Enter a unique name and an optional description in the form, and then click Create.

Use this form to create a category hierarchy to classify products, vendors, or other data. You can import categories or commodity codes from a standard industry classification system, or you can manually create a category hierarchy to meet the business requirements for your organization.

Note

This topic has been updated to include information about features that were added or changed in the following hotfix for Microsoft Dynamics AX 2012 R3 Cumulative Update 8: KB3047235

Tasks that use this form

Key tasks: Set up a category hierarchy

Key tasks: Set up and maintain procurement category hierarchies

Set up a retail hierarchy

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	View the name, friendly name, status, and other details about the category.
Category attributes	Define characteristics of a category, such as the name of the person who is responsible for managing the category.
Commodity codes	Add imported commodity codes to the category. For more information about importing commodity codes, see Import categories (form).
Category pages	Create a page that contains information about the category, such as announcements and guidelines. You can display the category page in an internal procurement catalog on your employee self-service portal and on a purchase requisition line.
Assign project categories	Specify the default project category for the selected procurement category. Note The Assign project categories FastTab is available only for procurement and sales category hierarchy types. For more information about category hierarchy types, see Category hierarchy types (form).
Category attribute groups	Assign attribute groups to a selected category. This FastTab is available only if the category hierarchy is assigned to one of the following category hierarchy types: Retail product hierarchy Supplemental retail hierarchy Retail vendor product hierarchy Retail channel navigation hierarchy Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Buttons

Button	Description
Inactivate	Make the category unavailable for transactions.
Activate	Make the category available for transactions.
Delete	Delete the category from the hierarchy. You can delete a category only if there are no records that reference the category.
New category node	Add a subcategory to the category hierarchy. In the left pane, select a category to add subcategories to, and then click New category node. Important The first category that you create for a new category hierarchy is always the parent category of all other categories in the hierarchy.
Translations	Open the Text translation form, where you can translate the name and content of the category page into another language.
Categories from file	Open the Import categories form. For more information, see Import categories (form). Note All imported categories become subcategories immediately below the top level in the procurement category hierarchy.
Add	Add an attribute to a category.
Remove	Remove an attribute from a category.
Edit HTML content	Open the Editor form, where you can view or modify a category page.
Add (On the Category attribute groups FastTab)	Open the Category attribute groups form, where you can select the attribute groups to assign to the selected category. This button is displayed only if the category hierarchy is assigned to one of the following category hierarchy types: Retail product hierarchy Supplemental retail hierarchy Retail vendor product hierarchy Retail channel navigation hierarchy Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
View attributes	Open the Attribute groups form, where you can view the list of product attributes that are assigned to the selected attribute group. You can also add or remove attributes from the attribute group. This button is displayed only if the category hierarchy is assigned to one of the following category hierarchy types: Retail product hierarchy Supplemental retail hierarchy Retail vendor product hierarchy Retail channel navigation hierarchy Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Fields

Field	Description
Code	Assign an optional commodity code number to the category.
Active	Indicates whether the category is available for transactions.
Import status	Indicates whether the category was imported from a commodity code hierarchy.
Created date	The date on which the category was created.
Modified date	The most recent date on which the category was changed.
Classify as tangible product	Select this check box to indicate that products assigned to the category are for tangible products only, not for services.
Default category threshold	Enter the amount to use for new threshold keys for the selected category. This amount is entered as the default threshold amount when you create a purchasing policy by using the Spending thresholds by category policy rule. Note This control is available only if the following conditions are met: The Public Sector configuration key is selected. The French regulatory configuration subkey is selected. In Microsoft Dynamics AX 2012 R3 Cumulative Update 8, the Commitments (France) regulatory document type is selected in the Budget parameters form, when the following hotfix is installed: KB3047235 In cumulative update 7 for Microsoft Dynamics AX 2012, the Use French public sector accounting rules check box is selected in the Budget parameters form. In versions of Microsoft Dynamics AX 2012 prior to cumulative update 7, only the Public Sector configuration key must be selected, but the primary address of the legal entity must be in France.
Description	Enter a description of the category that helps other employees understand the purpose of the category.
Friendly name	Enter an optional name to use in your organization. The friendly name can be translated.
Keywords	Enter words to help identify this category in a search of category names in Enterprise Portal for Microsoft Dynamics AX.
Data type	The format of data for the selected attribute. For example, the data type for a name is Text.
Inherited from	The name of the category from which the category attributes are inherited.
Inherit category attributes from parent category:	Select this check box to assign the same attributes to a category that you assign to the parent of the category.
Hierarchy name	The name of the standard industry commodity code system from which you imported the commodity code.

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