Category Sets
A tree with a purpose. Several sets per entity is what stops classification collapsing into one tree nobody can agree on.
Where to find it
- Module: Platform
- Group: Configuration
- Section: Classification
- Screen: Category Sets
Address in the console: /mdm/category-sets
List · 8 columns · 9 fields on its form · 3 of them required
Administrators only. This screen is absent for everybody else — including from search and from the reporting catalogue.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Classifies | Status | entity |
| Purpose | Status | purpose |
| Several | Yes or no | allows_multiple |
| Leaves only | Yes or no | leaf_only |
| Mandatory | Yes or no | is_mandatory |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Description | Text | ||
| What it classifies required | Choice | item, customer, supplier, worker, asset, account | |
| Purpose | Choice | general, purchasing, planning, sales, costing, inventory, quality, engineering, tax, reporting, compliance, service | |
| A record may be in several of its categories | Yes or no | ||
| Only leaves may be assigned | Yes or no | What stops half the catalog being filed under the root. | |
| Mandatory | Yes or no | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.