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How do I create a Category Hierarchy in Excel?
In the Category hierarchy form, in the left pane, click the name of the category to which you want to add a child category. On the Action Pane, click New category node. On the General FastTab, enter a name and optional commodity code for the category.
Can a category be assigned to more than one category?
You can assign more than one type to the same category hierarchy. For example, use the same category hierarchy for sales and procurement activities and for products. Click Product information management > Setup > Categories > Category hierarchy types. In the Category hierarchy types form, click New.
When to use subcategories in a database design?
If your UI is built in such a way that Marketing can control subcategories of Colors whereas Production can control subcategories of Fruits, this design will allow Marketing to work with their subcategories without stepping over Production’s subcategories. Not the answer you’re looking for?
How to create a category in Microsoft Dynamics AX?
In the Keywords field, enter words to help identify this category in a search of category names in Enterprise Portal for Microsoft Dynamics AX. You can enter multiple keywords separated by a colon or semicolon. On the Category attributes FastTab, click Add to assign attributes to the category.
How are Category Hierarchy used in an organization?
Category hierarchies are used to classify products, vendors, and other data for reporting and analysis. Each hierarchy consists of a parent category and a structure of subcategories, which are also named the child categories. An organization may have more than one category hierarchy.
How does Category Hierarchy work in Dynamics AX?
The type that you assign determines how the category hierarchy appears in Microsoft Dynamics AX. For example, if you assign the procurement category type to a hierarchy, the products from this procurement category hierarchy are displayed in procurement forms such as requests for quotations and purchase requisitions.