Inactivate Spend Category Hierarchies

Administrator Guide

Inactivate spend category hierarchies you no longer use.

You can enter inactive spend category hierarchies into spend category fields, but they aren't available to select from prompts. Inactivating a spend category hierarchy doesn't change any historical data or affect preceding transactions.

Access the

View Spend Category Hierarchy

report.

From the related actions menu of the spend category hierarchy, select

Spend Category Hierarchy

Inactivate

Spend category hierarchies with active children must remain active.

As you complete the

Child Spend Category Hierarchies

tab, consider:

Option	Description
Move all to Spend Category Hierarchy	Select a spend category or hierarchy to move all spend categories or hierarchies and their children.
Move to Spend Category Hierarchy	Select a spend category hierarchy for individual spend categories and hierarchies to move to.

(Optional) As you complete the

Roles

tab, consider the role assignments to retain in the inactive spend category.

Inactive spend category hierarchies don't display in spend category prompts.

To check for transactions with inactive spend category hierarchies, you can create custom validations and business process rules .

Create custom reports for inactive spend category hierarchies.

Use the

Reactivate

related action on an inactive spend category hierarchy to reactivate it.