Manage purchasing categories in Edge


Pre-requisites: You must have the "Manage purchasing categories" user right. 

  1. Navigate to gear icon > Data Management > Purchasing categories.  
  2. Navigate to the desired organization.
  3. Select a category to edit.
  4. Add Basic data, Supplier, Accounts, and Task Management details.
  5. When finished, click Save to save your changes.
  6. Click Activate or Deactivate to activate or deactivate a category. When deactivated, the category is not available in free-text forms or for use with external webshops or Marketplace items.