Is there a way to Import Category policy rule?

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Posted on by Clare45

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Hi,

I'm so sorry- I am a new user and I am trying to help set up the financial portion. Is there a way to import Category policy rule (two or three way matching)? I tried to look at the data management module, but I don't see an option for this. We have about 100 procurement categories, so it would be a real pain to do this manually. Thank you kindly for taking the time to read this and help!

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Administration and Setup

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Clare45 112 on at

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RE: Is there a way to Import Category policy rule?

Thank you, Satish!!
Clare45 112 on at

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RE: Is there a way to Import Category policy rule?

Thanks Satish! This is great!javascript:void(0);
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Satish Panwar 14,641 on at

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RE: Is there a way to Import Category policy rule?

Hi Clare45,

Use entity "PROCUREMENT CATEGORY POLICIES" in Data Management. Below is screenshot of export, you can try importing as well.

Thanks,
Satish Panwar
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