Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Back to  Inventory Management Main Page

Excerpt
hiddentrue

Learn how you can to configure Installed Items Item Categories

Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Installed Item Categories

What are Installed Items Categories
Info

CONFIGURATION > FOUNDATION APPLICATION > INVENTORY MANAGEMENT > SET UP INSTALLED ITEM CATEGORIES

What are Installed Item Categories?

Installed item categories are used to classify installed items Item Categories are used to classify Installed Items into generic groups based on specific similar common attributes that they share. Installed item categories are following Item Categories follow a hierarchical tree structure. Each installed item an Installed Item can be classified only in one categoryCategory.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
  • Navigate to Installed Item Categories and explore existing records via the Summary page. Installed Item Categories follow a hierarchical structure, with 'parent' rows linked to multiple 'children' rows directly beneath them.
  • Click on the link (Name or Number) of the record of your interest to open a modal with the related details. Select an existing Category for the 'parent' to make the specific Category a 'child' or erase the 'parent' name to make the specific Category a 'parent' itself.
  • Either SAVE the changes or cancel (X) and go back to the Summary page. 
  • Create a new Category (ADD) or delete an existing one (REMOVE)
  • Use EXPAND ALL  to view 'parents' and children and COLLAPSE ALL to only view 'parents'.

Check the Validations Table below for a list of available Actions when working with Installed Item Categories including each Action's related validations.  View the Attributes Table for a comprehensive description of Installed Item Categories fields.

INSTALLED ITEM CATEGORIESImage Added

Anchor
validations
validations
Validations

Action
Validations
General
  • Not applicable
  • Not applicable
Create
  • Multiple installed item categories Multiple Installed Item Categories can exist in the system System but each one should have a unique name and alternative codeNot applicableName and Alternative Code.
Delete
  • Installed item categories Item Categories cannot be deleted if they are already used by installed itemsDeleted Installed Item categories are still visible on Installed Items which were created using those categories

 

Include PageConfiguring Categories - GlobalConfiguring Categories - Global 
  • Items.

 

Anchor
attributes
attributes
Attributes

An * indicates a field is mandatory.

Name

Description

Name*The name of the Category.
Code*A code for the Category.
DescriptionA description for the Category.

Parent

The 'parent' of the Category, unless if the category is a 'root'.

Note

View Understanding Inventory Management for business examples related to Installed Item Categories.

Panel
namegrey

Related Areas

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsinventory-management-basics-r7,inventory-management-advanced-r7,inventory-management-admin-r7

Panel
namegrey

Helpful Links

Filter by label (Content by label)
showLabelsfalse
spacesV4Manual
showSpacefalse
labelsglobal