Map spend categories to product categories manually

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • You can manually map spend categories to product categories to organize and manage your organization’s expenses better by grouping similar goods or services into logical categories.

    Before you begin

    Role required: sn_spend_mgmt.category_manager_admin

    Procedure

    1. Navigate to All > Spend and Savings Management > Spend Categories.
    2. Select New.
    3. On the form, fill in the fields.
      Table 1. Spend category form
      Field Description
      Category name Name of the spend category.
      Category code Code of the spend category.
      Spend category manager Name of the spend category manager.
      Parent spend category Category that contains more specific child categories or subcategories of spend.
      Sourcing manager Name of the sourcing manager.
    4. Select Submit.
      The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear.The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear on the Spend Category page.
    5. Do the following:
      Table 2. Actions to be performed in Spend category
      To Do this
      Create child spend categories
      1. Select the Child Spend Categories related list, and select New.
      2. On the form, fill in the fields.

        The Parent spend category field is auto-populated.

        See step 3 for a description of the field values on the Spend category form.
      Create product categories
      1. Select the Product Categories related list and select Edit.
      2. In the collection list pop-up window, do one of the following to move the categories to the Product Categories List
        • Select a category and then select the right arrow icon (Right arrow icon.) icon.
        • Double-click a category.
        Note:
        In the Collection list, you can search for product categories by entering the category name or by using wild cards (*).
      3. Select Save.
      Create ledger assignment rules Select the Ledger Assignment Rules related list and select New. For more information, see Create ledger assignment rules.
      The child spend categories, product categories and ledger assignment rules are created.