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Administrator Guide
Last Updated: 2023-06-23
Change Spend Categories in Hierarchies

Change Spend Categories in Hierarchies

Add or remove spend categories in spend category hierarchies and update details when necessary.
  • Access the
    Maintain Spend Categories
     task and select
    Maintain Spend Categories for existing Hierarchy
     to:
    • Select
      Add
       and complete the details to create a new spend category that is added to the hierarchy.
    • Remove unused spend categories.
  • Access the
    Edit Spend Category Hierarchy
     task to:
    • Select a spend category from the
      Spend Categories to Include
       prompt to add a spend category to the hierarchy.
    • Remove unused spend categories from business documents.
    • Select the
      Enable for External Website
       check box to use this spend category hierarchy on the
      Goods and Services
       page on external supplier sites.
  • Access the
    Find Spend Categories
    report to search for spend category hierarchies and identify the spend categories within them.
  • Use the
    Navigate Spend Category Hierarchy
     report to review your hierarchical configuration and take action on the spend category hierarchy.
  • Inactivate spend category hierarchies you no longer use.