Configuring Installed Items Categories
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Navigating to Installed Item Categories
CONFIGURATION > FOUNDATION APPLICATION > INVENTORY MANAGEMENT > SET UP INSTALLED ITEM CATEGORIES
What are Installed Item Categories?
Installed Item Categories are used to classify Installed Items into generic groups based on common attributes. Installed Item Categories follow a hierarchical tree structure. Each Installed Item can be classified only in one Category.
- 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.
Validations
Action | Validations |
---|---|
General |
|
Create |
|
Delete |
|
Attributes
An * indicates a field is mandatory.
Name | Description |
---|---|
Name* | The name of the Category. |
Code* | A code for the Category. |
Description | A description for the Category. |
Parent | The 'parent' of the Category, unless if the category is a 'root'. |
View Understanding Inventory Management for business examples related to Installed Item Categories.
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