Categorization tab

The Categorization categorization tab tab is where you can view and assign categorization to an item.

Categorization is a classification system for items. It differs from item attributes in that it is only assigned to items as needed and does not necessarily apply to all items.

Once assigned, categorization can be used as search criteria in an Advanced search to narrow down your search results.

Note: Your Tenant Administrator must first create the categorization structure and attributes before it can be applied to items. Autodesk recommends creating categorization early in your Upchain journey so that you and your team can begin applying it to items as they are being created.

For example, you might have a category of "fasteners" with sub-categories such as bolts, nuts, screws, washers, and so on. Further, you might have categorization attributes that describe the length, width, thread count, and so on for each of these sub-categories.

Note: Categorization is not displayed in the eBOM table.

Add categorization to an item

Click Add .

The Add Category dialog opens.
Select the required categorization. You can select as many as is applicable.
Click Save.

The categories are listed in the Categorization section.

Add categorization attributes

Click a category applied to the item.

The categorization attributes (if any) appear at the bottom half of the Categorization tab.
Click Edit .
Fill out the categorization attributes as required.
Click Save .

The categorization attributes are applied.

Note: Click Cancel X to discard any changes to the categorization attributes you've made.

Remove categorization from an item

You can only remove one category at a time. Repeat these steps for each category you want to remove.

Click a category applied to the item.
Click remove .
Click Yes to confirm that you want to remove the selected categorization.