Item Wizard

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Maintain Categories Mode

 
You can define an unlimited number of categories and group subsets of your categories into category sets in this mode.
 
This mode has two sections:
 
1. The ‘Categories’ section is used to designate the categories you are creating or updating.
 
2. The ‘Item Categories’ section will be used for descriptive flexfields.
 
Categories Form
 
The Categories user form in this mode is used to enter information into the worksheet and validate the information.
 
To open the user form, double-click in a cell in the Categories section, on the row you wish to populate the category data (must be below row 10).
 
 
The following is an example of the Categories form:
 
 
The fields displayed are the columns that were on the active sheet when the Wizard was initialized.  You can enter data directly into the form and use the list of values supplied.  Upload Action, Structure Name and Category fields are mandatory.
 
Categories DFF Form
 
As mentioned in the section above, to open the Categories DFF form, double-click in a cell in the Categories DFF section on the row you wish to populate the Categories data (must be below row 10), or click on the ‘Item Categories’ tab in the ‘Categories’ form.
 
This form is used to enter the Categories DFF information for the item.  An example of the form can be seen below:
 
 
If previously you downloaded your Categories first (see the Download Categories section), and there are some DFFs you wish to load, enter the DFF for upload.
 
When these are populated along with the categories the record can be uploaded.
 
Refer to section: