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.

INSTALLED ITEM CATEGORIES

Validations

Action
Validations
General
  • Not applicable
Create
  • Multiple Installed Item Categories can exist in the System but each one should have a unique Name and Alternative Code.
Delete
  • Installed Item Categories cannot be deleted if they are already used by Installed Items.

 

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'.

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