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Categories Question Unit — Configurations › Reference List Settings › Categories Question Unit
Overview
Categories Question Unit is a reference list used to review and maintain category-question-unit records within Reference List Settings. Sales, PM, Purchasing, Warehouse, and Finance users can use this list when they need to locate an existing reference entry, begin a new entry, update a listed entry, attach supporting files, or export the displayed information.
Use this feature when working with reference records related to category questions and their units. The available screen also provides access to a related Serial Status view.
Settings
Open the reference list from Configurations > Reference List Settings > Categories Question Unit. The page provides a settings action, icn icn-settings, but the captured screen does not show individual configuration parameters or setting fields.
Use the settings action only when you have been instructed to adjust reference-list settings. The visible list itself includes the following controls:
Control
Use
Search
Enter text to locate records in the list.
Apply filter
Apply the selected or entered filter criteria to the list.
Cancel
Cancel the current filter action.
files[]
Displays files associated with the current record or action.
New
Start the creation of a new reference-list record.
icn-update
Update a record from the list.
icn icn-settings
Open the available settings action.
Export
Export the displayed list information.
Attach
Attach files to the applicable record or action.
Ok
Confirm the current action or dialog.
Tickets
Open the available ticket-related action.
Reference List Settings
Categories Question Unit — Configurations › Reference List Settings › Categories Question Unit
The reference list settings tab contains category-question-unit reference records. Use this tab to search the list, identify the record you need, start a new record, or update an existing record. Records in this area represent reference-list entries rather than operational transactions such as RFQs, Direct Orders, Buyouts, or Warehouse Stock movements.
The captured controls do not identify an action that moves a record into or out of this tab. Use the tab to view and maintain the records available in the reference-list area.
Serial Status
Categories Question Unit — Configurations › Reference List Settings › Categories Question Unit
The serial status tab provides a related view for Serial Status. Use this tab when your work requires reviewing the available serial-status information alongside category question unit reference data, such as when a Product Serial Combination requires status review.
No transition control between reference list settings and serial status is provided in the captured actions. Select the appropriate tab to work in the required view.
Workflow
Open Categories Question Unit from Configurations > Reference List Settings > Categories Question Unit. Start in the tab that matches your task: use reference list settings for category-question-unit reference records, or serial status for the related serial-status view.
Categories Question Unit — Configurations › Reference List Settings › Categories Question Unit
OK
Decide whether you need to locate an existing record or begin a new one.
To locate a record, enter a relevant name or keyword in Search, then select Apply filter.
If you decide not to continue with the filter action, select Cancel.
To begin a new reference entry, select New. Complete the record-entry action in the view that opens; the captured list screen does not show the fields or final save action for the new-record form.
When you find the record that requires maintenance, select icn-update to begin the available update action. Review the information presented in the update view before confirming it. The captured screen does not provide the editable fields or a separate save control, so do not assume that a change is saved until the system presents a confirmation action.
Note: Use icn-update only after confirming that you are working with the intended reference record. Reference-list changes can affect how users identify category-question-unit information elsewhere in the business.
Decide whether supporting documentation is required.
If files are required, select Attach.
Review the available files[] area for attached files.
When the attachment action presents a confirmation dialog, select Ok to confirm the action.
Decide whether you need a reusable copy of the currently displayed list information. If so, apply the required search or filter first, then select Export. This ensures that the export is based on the list currently shown on screen.
If your work includes ticket-related follow-up, select Tickets and continue in the ticket action that opens. The captured screen does not provide ticket fields, ticket statuses, or a ticket-completion action.
Examples
A Project Manager needs to review the reference-list entry used for a pump-related category question before using the information in PM work.
The Project Manager opens Configurations > Reference List Settings > Categories Question Unit.
On the reference list settings tab, the Project Manager enters
pump
in Search and selects Apply filter.
The filtered list displays the matching category-question-unit records. The Project Manager reviews the result and selects icn-update for the applicable record.
If supporting documentation is required for the review, the Project Manager selects Attach, verifies the file in files[], and selects Ok when confirmation is available.
The Project Manager selects Export to retain a copy of the filtered results for project records or internal review.
If serial information must also be checked, the Project Manager selects the serial status tab and reviews the related serial-status view.
This workflow ends with the required reference record located or updated, supporting files attached where applicable, and an exported list available when needed.
Tips
Tip: Use a specific search term before selecting Apply filter. A focused search makes it easier to identify the correct reference-list record before using icn-update.
Warning: Do not treat Export as a replacement for updating the reference record. Export produces list information; use icn-update when the record itself requires maintenance.
Troubleshooting
Symptom
Likely cause
Fix
The expected record is not visible.
The list has not been filtered using an appropriate search term.
Enter a more specific value in Search and select Apply filter. If a filter action is open but no longer required, select Cancel and try again.
You need to attach supporting documentation, but no file is displayed.
No file has been attached through the current action.
Select Attach, complete the attachment action, then review files[] and select Ok when confirmation is presented.
You need serial-related information rather than category-question-unit list data.
You are viewing the reference-list tab instead of the related serial view.
Select the serial status tab and review the available Serial Status information.
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