Oracle Inventory – Purchasing Category: Purchasing category is nothing but an Oracle Inventory category which is attached to a category set mapped to Purchasing functional area. Following setup steps need to be performed to setup a Purchasing category.
Step-1: Define "Item Category" flexfield structure
Responsibility: "Inventory Superuser" or similar
Navigate to: Setup -> Flexfields -> Key -> Segments
Query for Application "Inventory" and Flexfield Title "Item Categories".
Navigate to: Setup -> Flexfields -> Key -> Segments
Query for Application "Inventory" and Flexfield Title "Item Categories".
There is already one seeded structure for the purchasing category as "PO_ITEM_CATEGORY" but if you want to define a custom one for your business please create it by entering the Structure code, title and description. Add the required category segments to the structure.
Step-2: Define Item Categories
Navigate to: Setup -> Items -> Categories -> Category Codes.
Enter the structure name and click on the "Find" button.
Define the Item category codes and description in the "Categories" form.
Enter the structure name and click on the "Find" button.
Define the Item category codes and description in the "Categories" form.
Step-3: Define Category Set
Navigate to: Setup -> Items -> Categories -> Category Sets
Enter the category set name, description, flex structure (the one you have setup in the Step-1), Controlled at and Default Category values.
Add the category codes defined in the previous step to the details section of the "Category Sets" form.
Enter the category set name, description, flex structure (the one you have setup in the Step-1), Controlled at and Default Category values.
Add the category codes defined in the previous step to the details section of the "Category Sets" form.
Step-4: Assign the category set to the functional area
Navigate to: Setup -> Items -> Categories -> Default Category Sets
Assign the category set name defined in the Step-3 to the "Purchasing" functional area.
Assign the category set name defined in the Step-3 to the "Purchasing" functional area.
Now the purchasing category setup is complete.
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