For Direct P2P users, Category Management simplifies purchasing with an intuitive catalogue system.

Key Features:

• Cost Categories:
  • Assign one or more Cost Categories to each Category or Lot.
  • Cost Categories represent specific goods, services, or works available for purchase.
  • Cost Categories are linked to:
    • General Ledger (GL) Codes for financial tracking.
    • CPV Codes (if configured for your site).
• Direct P2P Catalogue:
  • Cost Categories are grouped by Cost Group and appear in the Direct P2P Catalogue.
  • Users from organisations, departments, or sections designated as Buyers in the Requirement can make purchases.

View Complete Category Management at a glance

The Category Management screen, found under the Sourcing menu, is a dashboard that provides high-level visibility across all Requirements, allowing you to quickly view key information such as buyers, people, and associated categories on a single page — all at a glance. 

See here for more information.

Bulk Adding/Managing Categories

The Direct P2P Category Management Screen has a list of Cost categories displayed for a given Cost Group, displayed in a column which provides the REQ Number as a link for each category that has been applied to a requirement.

Please see here for more information on Category Management on Panacea Software