How to create categories and subcategories for various document types?

1. Click "Category" under the master data window.

2. Select the document type from the drop down list.

3. For the selected document type, click on 'Add Category' icon.

4. Enter the category name, code and display order and click 'Save'

• The new category is added to the list.

5. Click on the 'Sub categories' icon against a category to add subcategories.

6. Enter the subcategory name, code and display order.  Records are auto saved.

• The same can be repeated for different categories.
• The data added here will then appear in the respective document as category/subcategory drop downs.