Configure Category Mapping

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment

Category Mapping 

The Category Mapping configuration page can be used for the category mapping to be defined. To pre-configure the mappings before the operational activities are performed, the Add New configuration functionality can be used.

If a mapping configuration is already available for the selected Source and Destination category, then the values are auto-populated on the Destination category based on the mapping and the checkbox displays a green tick indicating that this configuration exists and is saved in the Category Mapping page. 

To know more information on Update Category, see Asset Movement Between Categories. 

Configure Category Mapping 

To configure Category Mapping, perform the following steps:

  1. Navigate to Asset > Configuration > Asset Masters > Category Mapping.
    The CATEGORY MAPPING CONFIGURATION page is displayed.

  2. Select the desired Tenant from the left panel, which is a mandatory field.
    The LIST page for the selected Tenant is displayed. To know more about the fields on the LIST page, see Field Description.

    Figure: Category Mapping Configuration page

  3. Click ADD NEW from the right ACTIONS panel.
    The CATEGORY MAPPING DETAILS page is displayed. To know more about the fields on the DETAILS page, see Field Description.

    Figure: Category Mapping Details page

  4. Click SUBMIT.
    The Category Mapping configuration is saved.


View the configured Category Mapping 

To view the configured Category Mapping, perform the following steps:

  1. Navigate to Asset > Configuration > Asset Masters > Category Mapping.
    The CATEGORY MAPPING CONFIGURATION page is displayed.

  2. Select the desired Tenant from the left panel, which is a mandatory field.
    The LIST page for the selected Tenant is displayed. To know more about the fields on the LIST page, see Field Description.

    Figure: Category Mapping Configuration page

  3. Click the desired Source Category hyperlink. 
    The CATEGORY MAPPING DETAILS page is displayed with the configured data. To know more about the fields on the DETAILS page, see Field Description. 

    Figure: Category Mapping Details page


Field Description 

The following table describes the fields on the CATEGORY MAPPING page:

FieldDescription
LIST
Asset TypeDisplays the configured Asset Type.
Source CategoryDisplays the configured Source Category.
Destination CategoryDisplays the configured Destination Category.
Created ByDisplays the username who created/configured the Category Mapping.
Created DateDisplays the date of the configuration created.
Updated By

Displays the username who updated/modified the Category Mapping configuration.

Updated Date

Displays the date of the updated/modified configuration.

ActiveSpecifies the state of the configuration.
DETAILS
Asset TypeSelect the desired Asset Type among Fixed Assets, Accessories, and Consumables.
Source CategorySelect the desired Asset Category as a Source category from the drop-down. The values displayed in this drop-down depends on the Asset Type selected.
Destination CategorySelect the desired Asset Category as a Destination category from the drop-down.
ActiveSelect the checkbox to keep the status as active.
Attributes (Source Category)The Attributes for the selected Source Category are displayed.
Data Types (Source Category)The Data Types for the selected Source Category are displayed.
Attributes (Destination Category)Select the desired Attributes for the Destination Category from the drop-down.
Data Types (Destination Category)The Data Types for the selected attributes are displayed.