Define Procurement Category Dimensions

Explanation

A procurement category is used to bundle procured products and services with the same characteristics into the same group. This activity is used to define the dimensions that decides which products and services that belongs to each category. Dependent of the source and type of procurement, different dimensions can be used used to classify the products and services into the categorization. This is for instance used when categorizing the spend transactions into categories.

The dimensions available are: Part Numbers, Purchase Groups, Suppliers Assortments, Charge Groups, Sub Contract Types, Sub Contract Category 1, Sub Contract Category 2, Expense Codes, Code Part Values and Cross-references to another Category Assortment.

For purchase order lines the dimensions, in priority order, are:

  1. Parts
  2. Purchase Groups
  3. Suppliers Assortments
  4. Code Part Values
  5. Cross-reference to another Category Assortment

For purchase order charge lines the dimensions, in priority order, are:

  1. Charge Groups
  2. Code Part Values
  3. Cross-reference to another Category Assortment

For sub contracts the dimensions, in priority order, are:

  1. Sub Contract Types
  2. Sub Contract Category 1
  3. Sub Contract Category 2
  4. Code Part Values

For manually posted invoices the only dimension used is the Code Part Values.

For expenses the dimensions, in priority order, are:

  1. Expense Codes
  2. Code Part Values

Prerequisites

System Effects

As a result of this activity the defined dimensions will be used to categorize purchase order lines, self-service catalog lines, hosted supplier catalog lines and spend transactions into the different procurement categories.