Define Procurement Category Assortment

Explanation

A procurement category assortment will be used to, in a tree structure, group similar products and services into categories. The categories will have responsible persons and will be used as a basis to follow up the historical spend within the organization as well as setting strategies and targets for the procurement within the category going forward.

This activity is used to define the header part of the category assortment that will be used as a hierarchic structure of procurement categories.

Note that a procurement category assortment is based on a regular part assortment and can also be defined in the regular assortment pages. The category assortment can be used as any other assortment including all related features, but it also includes some procurement specific dimensions that can only be defined on the procurement side.

The category assortment can be used by one or several companies.

If you want to base the procurement category assortment on an existing taxonomy, it is possible to define a classification standard for the assortment. There can only be one active assortment per classification standard.

Prerequisites

• To define which companies that should use the category assortment, the company needs to be set up.
• If the assortment should represent an existing classification standard, the classification standard must have been defined in the basic data.

System Effects

As a result of this activity:

• You can proceed to define a category assortment structure consisting of multiple levels.
• The category assortment can be used in the spend analysis for the defined companies.
• If the category assortment is set as default for a company, it will be used as a basis for the procurement categories stored on the purchase order lines.

Pages

Procurement Category Assortment

Activity Diagrams

Define Procurement Category Assortment