Item Category Master Data Template File Description

The fields in the item_category_template.csv file and the conditions to be maintained when updating this file are described.

Header Field Description
ITEM_CATEGORY Indicates the title of the entity type. Do not modify this row and its contents.
RECORDID (ACTRID) Indicates the identifier of the record for action to be performed. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed.
ACTION Specify the action to be performed on this record. The valid values are Manage, Create, Modify and Delete. The default value is Manage.
RECORDID (ITMCATRID1) Indicates the identifier of the record for item category. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed.
CATEGORYPATH Specify the path of the category. This is a mandatory field. The master data upload will fail if you do not provide a value in this field.
RECORDID (ITMCATRID2) Indicates the identifier of the record for item category details. Do not modify the order of this field in the master data file. When adding a new row, you must copy the value in this column to the new row. Any row that does not contain the RECORDID value will be considered as an invalid record and this record will not be processed.

You can add multiple additional attributes to the ITMCATRID2 record in the master data file. You can provide these recurring values in the master data file by copying the recurring group (ITMCATRID2 and its corresponding fields) one after the other in the master data file.

The ITMCATRID2 recurring group includes ITEMID and UOM fields.

ITEMID Enter the identifier of the item. This is a mandatory field. The master data upload will fail if you do not provide a value in this field.
UOM Enter the unit of measure of the item.
Notes:
  • Before uploading an Item Category master data file, ensure that the corresponding item and item category exists in the organization.
  • Do not reuse the values of the RECORDID provided in the template file such as ACTRID, ITMCATRID1, and so on in the other fields such as CATEGORYPATH, ITEMID, and so on. The master data upload will fail if you provide the same values as that of the RECORDID
  • Do not add multiple values for a non-recurring group against a single record. This will cause the record to fail as the record will be considered as an invalid record.
  • Ensure that none of the fields contain blank values. If you do not want to use a field in the master data file, you must enter an asterisk as the value in that field such that the unused field is disregarded during the master data file upload.
  • All rows from the third row to the sixth row of the item_category_template.csv file contain sample data.
  • Do not add a line break in a field.
  • Do not localize the master data file.