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Administrator Guide
Last Updated: 2023-06-23
Create Spend Category Hierarchies

Create Spend Category Hierarchies

Organize spend categories into logical groups to simplify procurement and expense searches and to use for reporting and analytics. Optionally, you can use model spend category hierarchies using an industry-based standard taxonomy. Examples:
  • National Institute of Governmental Purchasing Commodity Services Code (NIGP)
  • United Nations Standard Products and Services Code (UN/SPSC)
  1. Access the
    Create Spend Category Hierarchy
     task.
  2. As you complete the task, consider:
    Option Description
    Commodity Detail
    Enter an alternate reference name, which users can use to search for the spend category.
    When you already associate spend categories to commodity codes on the
    Create Commodity Code
     and
    Edit Commodity Code
     tasks, leave this field blank.
    Enable for External Website
    Select to enable prospective suppliers to select this spend category hierarchy on the
    Goods and Services
     page on external supplier sites.
Spend category hierarchies are available from
Spend Category
 prompts in supplier and procurement tasks and business documents.
  • Add or remove spend categories.
  • Include additional spend categories in this hierarchy. Use the
    Maintain Spend Categories for existing Hierarchy
     option in the
    Maintain Spend Category
     task.
  • Inactivate spend category hierarchy you no longer use.