Configuring Goods or Service Category

You can view and create Goods/Service Categories for a Procurement Tenant.

To view Goods/Service Categories:

  1. Select Procurement > Configuration > Configure Service.
  2. On the SERVICE CATEGORY page, select the Tenant. You can view the configured Goods/Service Categories.

    SERVICE CATEGORY page
    Figure: SERVICE CATEGORY page

    You can perform following actions on the nodes:

     Creating new Parent Goods/Service Categories
    1. Right-click a node and click Create Root Node.
    2. Type in a name for the new Parent Goods/Service Category.

      Creating Root Node
      Figure: Creating Root Node
     Creating new Child Goods/Service Categories
    1. Right-click a node and click Create Child Node.
    2. Type in a name for the new Child Goods/Service Category.

      Creating Child Node
      Figure: Creating Child Node
     Renaming Goods/Service Categories
    1. Right-click a node and click Rename.
    2. Type in a new name for the Goods/Service Category.


      Figure: Renaming Goods/Service Category
     Deactivating Goods/Service Categories
    1. Right-click a Goods/Service Category that you want to deactivate.
    2. Click Deactive. The inactive Goods/Service Category is displayed with a red color code.


      Figure: Deactivating Goods/Service Category

      Note:

      You cannot deactivate a new node.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SERVICE CATEGORY page.

EXPAND ALL

Click EXPAND ALL to expand all the Goods/Service Category nodes.

COLLAPSE ALL

Click COLLAPSE ALL to collapse all the Goods/Service Category nodes.