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Is there a way to Import Category policy rule?

Posted on by 112

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!

 

  • Clare45 Profile Picture
    Clare45 112 on at
    RE: Is there a way to Import Category policy rule?

    Thank you, Satish!!

  • Clare45 Profile Picture
    Clare45 112 on at
    RE: Is there a way to Import Category policy rule?

    Thanks Satish!  This is great!javascript:void(0);

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,641 on at
    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.

    pastedimage1565739863092v1.png

    Thanks,
    Satish Panwar
    Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.

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