Direct-P2P Admins: DP2P Categories

A Cost Category defines specific goods, services, or works that can be purchased under a contract or from an approved supplier list. 

Cost Categories will be shown on the Catalogue, where Buyers can select them for purchases. Access to Cost Categories in the Catalogue is limited to the organization(s), department(s), or team(s) designated as Buyers in associated Requirements, and purchases can only be made from Suppliers who are approved for the cost category. Cost Categories need to be linked to a Requirement via a Category in order to be used (please see here for how to do so).

Cost Categories can be viewed and managed via Direct-P2P > DP2P Categories. 

• Cost Categories are organised into Cost Groups. These act as a way to help buyers easily find the appropriate cost category on the catalogue for their purchases.
• A Cost Category is linked to a General Ledger Code from your finance system.

Adding a new Cost Category 

• Select the relevant Cost Group you wish to add a Cost Category to
  • If you need to add a new Cost Group, click the '+Add Group' button and input a Name and Short Description
• Click the '+Add Category' button on the top-right side
• Input the Name and Description and select the GL Code to link (if you need to add a new GL Code, please see below on how to do so)
• Tick the Settings checkbox(s) if relevant:
  • Enabled (by default) - makes the Cost Category available to be selected in the Catalogue
  • Delivery Requires Evidence - suppliers must provide a delivery note or file as evidence when they confirm delivery
  • Pre-set Supplier's Unit Price - allows you to fix a unit price for approved suppliers or give the suppliers the option to set their own price for approval
• Click 'Save'

Adding and editing GL codes

• Click the 'General Ledger Codes' button in the top right-hand corner
• Here you can find a list of all General Ledger Codes on the software. You can use the Excel and PDF icons to pull off a report of all your GL Codes
• To add a new GL Code, at the top type in the Code and add a Label, then click '+Add'
• To disable a GL Code, click on the 'Edit' button next to it, untick the Enabled checkbox and click 'Save'.