11.1.2 MASTER CATEGORY:
Before You Begin:
To get started, make sure you have your username and password ready.
Once you have logged in, you will land on the welcome screen.
Add a Master Category - Step-by-Step:
Note: On the Master Category screen, it's important to understand that there is no option to add new categories. Users have the ability to solely edit the existing master categories. This means that you can modify the existing entries, you cannot introduce entirely new categories from this screen.
1.1 SEARCH MASTER CATEGORY:
Search a Category - Step-by-Step:
Step 1: Start Searching:
On the Master Category Search page, you can search in different ways:
By Category: Type the category.
By Picklist Y/N: Type the picklist y/n.
For All: If you don't have a specific category or picklist, just click "Search" to see all categories.
To ensure precise retrieval of the category you're searching for, you have the option to check the 'Exact Match OFF' box. This setting assists in finding the exact category match by allowing for slight variations in the search query. Unchecking this box may provide broader search results.
Step 2: See the Results:
After clicking "Search", you'll see results:
If you search by category or picklist, you'll find the matching customer(s).
If you didn't search, you'll see a list of all categories.
At the lower right corner of the search results, you'll find a download button. This button serves the purpose of providing you with an extensive list of category details in the form of an Excel file. By clicking on this button, you have the option to download the entire collection of category information, making it easily accessible for your records or further analysis.
1.2 EDIT MASTER CATEGORY:
Edit a Master Category - Step-by-Step:
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: Edit Details:
After searching, you'll see the Master Category you want to edit.
Click "View/Edit" next to that Category to reach the Edit Master Category page.
You can edit the following details in Master Category:
Category: In this field, input the specific category you want to assign. It's important to note that the category you enter must be in uppercase letters. Additionally, if there's a space in the category name, use an underscore ("_") instead. This field is required, meaning you must provide a category entry.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list.
Important Note: Prior to submitting Master Data, ensure that all mandatory (*) fields have been filled.
Step 3: Save or Clear:
Once you have entered the details, you have three choices:
Submit: To retain the information, select "Submit". This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode ->Refer 11.1.2.1.1 (Edit Master Data)
To Start Over: Click the "Clear" button if you wish to erase all information and begin a new. Please note that once this button is clicked, the entered information will not be saved.
Going Back: Click "Cancel". This takes you back to the Master Category Search page.
1.1.1 SUB TABS (Master Data):
Once you have submitted the category, the Edit Master Category sub-tab will open. Here, provide the following:
Code: Under each category, provide a brief and distinct abbreviation or unique code for each dropdown option. It's crucial to ensure that no code is repeated within the same category. These codes will be stored in the codes table and utilized to retrieve the corresponding descriptions. Remember that this field is mandatory for every entry within the category, guaranteeing both uniqueness and accurate reference.
Description: In the Description field, give the content or value that is to be displayed in the dropdown. It is a mandatory field.
Effective Date: This is a date field that signifies the start date of the specified event or contract.
Expiry Date: This is a date field that indicates the conclusion or termination date of a specified event, contract, or initiative.
Notes: This is a text field where you can provide additional comments, explanations, or relevant information related to the subject matter.
Display Sequence: The "Display Sequence" field empowers users to organize the description values within a dropdown menu according to their preferences.
To modify or add new values to the dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options or introduce new ones within the dropdown list.
Important Note: Prior to submitting Master Data, ensure that all mandatory (*) fields have been filled.
Step 2: Save Changes:
After editing, review your changes.
When you're ready, click "Submit" to save the updates.
That's it! You have learned how to SEARCH, EDIT a category using the DMeX app. If you need help, contact the support team.