Map spend categories to product categories manually
You can manually map spend categories to product categories to better organize and manage your organization’s expenses by grouping similar goods or services into logical categories.
Before you begin
Role required: sn_spend_mgmt.category_manager_admin
Procedure
Navigate to All > Spend and Savings Management > Spend Categories.
Select New.
On the form, fill in the fields.
Field Description Category name Name of the spend category. Category code Code of the spend category. Spend category manager Name of the spend category manager. Parent spend category Category that contains more specific child categories or subcategories of spend. Sourcing manager Name of the sourcing manager. Select Submit.
The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear.
The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear on the Spend Category page.
- Do the following:
| To | Do this |
|---|---|
| Create child spend categories |
The Parent spend category field is auto-populated. See step 3 for a description of the field values on the Spend category form. |
| Create product categories |
|
| Create ledger assignment rules | Select the Ledger Assignment Rules related list and select New. For more information, see Create ledger assignment rules. |
Parent Topic:Using Spend and Savings Management
Related topics
Map spend categories to product categories using an Excel file