The document describes a test procedure to create a category set in inventory. It lists 26 steps to navigate to the category sets window, select an organization, enter information for a new "Clothing" category set including a description and default category, and save the new set. The purpose is to group inventory items for reports using categories and sets.
The document describes a test procedure to create a category set in inventory. It lists 26 steps to navigate to the category sets window, select an organization, enter information for a new "Clothing" category set including a description and default category, and save the new set. The purpose is to group inventory items for reports using categories and sets.
The document describes a test procedure to create a category set in inventory. It lists 26 steps to navigate to the category sets window, select an organization, enter information for a new "Clothing" category set including a description and default category, and save the new set. The purpose is to group inventory items for reports using categories and sets.
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1. Begin by navigating to the Category Sets window.
Click the vertical scrollbar.
2. Expand the Inventory folder.
Click the Inventory link.
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3. Expand the Setup folder.
Click the Setup link.
4. Expand the Items folder.
Click the Items link.
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5. Expand the Categories folder.
Click the Categories link.
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6. Click the Category Sets link.
7. Use the Organizations window to
select the appropriate organization.
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8. Click the vertical scrollbar. 9. Click the M1 - Seattle Manufacturing list item. 10. Click the OK button.
11. Use the Category Sets window to
create category sets. You can use categories and category sets to group items for various reports and programs.
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12. Click in the Name field. 13. Enter the desired information into the Name field. Enter a valid value e.g. "Clothing". 14. Click in the Description field. 15. Enter the desired information into the Description field. Enter a valid value e.g. "Apparel Category Set". 16. Click in the Flex Structure field. 17. The categories you assign to a category set must have the same flexfield structure as the category set. 18. Enter the desired information into the Flex Structure field. Enter a valid value e.g. "Inventory Class". 19. This is the default category that the system uses when you assign an item to the category set. After an item is assigned to the category set, you can override the default category and select another relevant category for the item. 20. Click in the Default Category field.
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21. Enter the desired information into the Default Category field. Enter a valid value e.g. "SALE". 22. This is the list of categories that belong to the category set. You can only add categories that belong to the same flexfield structure as the category set.
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23. Click in the Category field. 24. Enter the desired information into the Category field. Enter a valid value e.g. "SALE". 25. Click the Save button.