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External categories represent an alternate, optional classification hierarchy for expenditures. They are used in the same manner as product categories and can help ease the transition from a proprietary or legacy codification to an emerging standard such as UN/SPSC. External categories are used in association with documents such as RFXs, auctions, and master agreements and with other enterprise data. Typically, the set of external categories for your enterprise is imported from the ERP system of record. You can also create and edit external categories manually. External categories are custom optional data. This section describes how to create and edit an external category

To create an external category

  1. Choose Setup in the toolbar at the top of the page.

  2. In the Master Data section, select External Categories.

  3. On the External Category List page, choose Create.

  4. On the External Category page, fill in the fields with information about the product category.

  5. Choose Save in the toolbar.

To edit an external category

  1. Choose Setup in the toolbar at the top of the page.

  2. In the Master Data section, select External Categories.

  3. On the External Category List page, do one of the following:

    • from the dropdown list, select Search External Category by Name

    • search External Category by Code, search for the category to edit, and choose the category.

  4. From the dropdown list, select All External Categories or All Inactive External Categories and choose the category to edit. On the External Category page, choose Edit in the toolbar.

  5. Edit any fields. Choose Save in the toolbar.