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Contract Categories in Contract Management

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Dave F
New Member
Posts: 1
New Member
5/25/2018 12:08 PM

    Hi All,

     

    I'm a fairly novice Contract Management user.  I noticed that we can create "Categories" via Contract Administrator-General Setup-Categories.

     

    I'm looking to create a category for each of our product categories and then tag each individual contract to its category.  The goal is to be able to run a quick and easy report based on category in order to see where standardization opportunities arise.  While creating the category is easy, I cannot locate anywhere on the contract itself to associate a category to it.  Can anyone assist? 

     

    If I am off base here and there is a much better way to do this, please let me know.  Thank you for your time in advance.

    RussMul
    Basic Member
    Posts: 8
    Basic Member
    6/1/2018 12:57 PM
      You could use the PO25. Populate user field 3 with your categories. You can then extract info via say Crystal Reports tying in your PO activity to capture volumes.
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