Inactivating an Item Category - PS Financials
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Business Process: Inactivating an Item Category
It may be necessary to inactivate an Item Category so that it is no
longer viewable when creating a requisition or purchase order.
Item Categories:
- Items>Define
Controls>Item Categories
.jpg "Item Categories")
SetID:
NAU00
Category:
Enter the
category that needs to be inactivated
Search
.jpg "Category Definition")
“+”:
Choose to add and
effective dated row
.jpg "Effective Date")
Effective
Date: Enter the date this item category will no
longer be effective. Must be after the
date of the previous row.
Status:
Select ‘Inactive’
Save
Yes
.jpg "Updating a Catalog Tree")
OK
Notes:
- The
PUR catalog is not viewable when creating a DPT requisition.
- When
creating a DPT requisition there is code built in the allow ordering over $5K
if the item is in the Unrestricted catalog.
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Related Services
PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.