Master Category
MASTER CATEGORY​
The Master Category screen (menu path: IT > Masters > Master Category) manages the dropdown (picklist) values used across DMeX. Each Master Category (for example CURRENCY or ACTIVE_STATUS) holds a list of Master Data entries (Code + Description) that appear as options in dropdowns on other screens.
To go back to the Master Category Search screen, click Master Category next to Welcome at the top-right corner of the page.
1.1 Add a Master Category​
Add a Master Category - Step-by-Step
The Master Category Search screen has no "Add" button, so new categories cannot be created from the Master Category screen. Users can only open an existing Master Category and edit it, including adding new Master Data (dropdown values) under that category.
1.2 Search Master Category​
Search a Master Category - Step-by-Step
Step 1: Start Searching:
From the main side menu, click on "IT", then go to "Masters", and choose "Master Category". The Master Category Search page opens with these search fields:
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Category | Text | No | Category name to search for. Typed text is converted to uppercase automatically. |
| Description | Text | No | Description of the category to search for. |
| Picklist Y/N | Text with suggestions (Y / N) | No | Filters categories by whether they are picklists. Only Y or N is accepted; any other value shows the alert "Please enter Y or N" and the field is cleared. |
| Exact Match | Checkbox | No | Unchecked (label shows Exact Match OFF, the default): partial matches are returned. Checked (label shows Exact Match ON): only categories that exactly match the entered values are returned. |
- For All: Leave all fields empty and click "Search" to see all categories.
- Clear: Resets the search fields and hides the results.
Step 2: See the Master Category Search Results:
- When categories are found, the message "<count> Master Category(s) Retrieved." is shown. When nothing matches, the message "No Master Category(s) Retrieved for your Input" is shown.
- The results table shows these columns: S.No, View/Edit, Category, Description and User Access.
- User Access column: shows User Generate when users are allowed to add Master Data to the category (access
CRorCRU), and System Generate when the category is system maintained (accessR, read-only for users). - Search: A filter box above the results table filters the rows already shown.
- Export as Excel: Downloads the search results as an Excel file. The button is shown only to users who have the Export Excel permission.
1.3 Edit Master Category​
Edit a Master Category - Step-by-Step
Prior to submitting Master Data, ensure that all mandatory (*) fields have been filled.
Step 1: Reach the Master Category Section:
- From the main side menu, click on "IT", then go to "Masters", and finally choose "Master Category". This will open the Master Category Search page.
Step 2: Open the Edit Master Category page:
- Search for the category, then click "View/Edit" next to that Category to open the Edit Master Category page.
Edit Master Category fields:
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Category | Text (uppercase, max 23 characters) | Yes | The category name, in uppercase letters; use an underscore ("_") instead of a space. When an existing category is opened for editing, Category is read-only and cannot be changed. If the name already belongs to another category, the message "<Category> - Category already exists" is shown. |
| Used In Screens | Text (read-only) | No | Lists the screens in which this category's values are used. Shown only when an existing category is opened (Edit mode). It cannot be edited. |
| Description | Text (max 400 characters) | No | A description of the category. |
Step 3: Save or Cancel:
- Submit: Saves the Master Category. The message "Master Category updated successfully" is shown after an update (or "Master Category added successfully" for a new category). The Submit button is shown only to users with create access to Master Category (codes); it is disabled until the mandatory fields are filled.
- Clear: Clears the entered information. Cleared information is not saved.
- Cancel: Returns to the Master Category Search page.
1.3.1 Master Data Sub-Tab (Edit Master Category)​
When an existing Master Category is opened, the MasterData sub-tab is shown below the Edit Master Category form. The sub-tab contains the Create/Edit Master Data form and the List of MasterData table, which lists every dropdown value already stored under the category.
Prior to submitting Master Data, ensure that all mandatory (*) fields have been filled.
Master Data fields (MasterData sub-tab of Master Category):
| Field | Type | Mandatory | Description |
|---|---|---|---|
| Code | Text (uppercase, max 3 characters) | Yes | A short, unique code for the dropdown value. The code must not repeat within the same category; a repeated code shows the message "<Code>- Code name already exists". Code is read-only while an existing entry is being edited. For the CURRENCY category, entering a code other than INR, USD, EUR, GBP, OMR, KWD, YEN, SGD or CNY shows the warning "Currency conversion into words is unavailable for the selected currency type. Please contact the IT team for assistance." |
| Description | Text (max 1000 characters) | Yes | The text displayed as the option in the dropdown. |
| Effective Date | Date | Yes | The date from which the value is effective. Cannot be later than the Expiry Date. Shown as "No Current" in the list when empty. |
| Expiry Date | Date | No | The date on which the value expires. Cannot be earlier than the Effective Date. Shown as "No Expiry" in the list when empty. |
| Notes | Text (max 512 characters) | No | Additional comments about the value. Shown as "No Notes Given" in the list when empty. |
| Display Sequence | Number (max 9 digits) | No | Controls the order in which the values appear in the dropdown. |
| Is Default | Checkbox | No | Marks this value as the default option for the category's dropdown. |
Master Data buttons (MasterData sub-tab of Master Category):
- Submit: Saves the Master Data entry. The message "Master Data added successfully" (new) or "Master Data updated successfully" (edit) is shown and the List of MasterData refreshes. Submit is shown only when the category's User Access is User Generate (
CRorCRU) and the user has create access to Master Category. For a System Generate category, users with create access see the message "*This category only access for IT team." instead of the Submit button. - Clear: Clears the Master Data form and returns it to Create mode.
List of MasterData table (MasterData sub-tab of Master Category):
- Columns: S.No, View/Edit, Category, Code, Description, Effective Date, Expiry Date, Notes, Display Sequence.
- View/Edit loads the entry into the form for editing. The View/Edit button is disabled (shown with a block icon) for system-generated entries, and for entries in categories whose User Access is not
CRUunless the entry was user generated.
That's it! You have learned how to SEARCH and EDIT a Master Category, and add or edit its Master Data, using the DMeX app. If you need help, contact the support team.