Item setup with respect to Procurement category and Project Category.

Item to Procurement category relation

Many items can be a part of single Procurement category. This relation can be obtained by attaching each item with the procurement category from the 'Product categories' option on the 'Setup' tab on the action pane.

When the PO is to be created for all the items related to one procurement category, then on the PO header, the click on the 'Add products'.

This will display the below window, wherein the user will have to select the appropriate procurement category and then the items related to it to be included in the purchase order and then click OK.

This will create relevant lines in the PO with different items linked to the same procurement category.

Note:

1. PO created for Items linked to Procurement category - When the posting setup is done for item as well procurement category, then in the case where the PO is created for the different items but same procurement category, the posting setup against the individual 'Item' will be used.
2. PO created for Items  - Posting setup against the individual 'Item' will be used.
3. PO created for Procurement category - Posting setup against the individual 'Procurement category' will be used.

Item and Procurement category to Project category relation

Items and Procurement categories can be linked to the project categories, so that they can be used for postings in the projects.

Project category is setup on the Item at:

Project category is setup on the Procurement category at:

Product information management > Setup > Categories and attributes > Category hierarchies

Thanks
Sarang