# Categories Question Unit

_Applications › Configurations › Reference List Settings_

![Categories Question Unit](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/033152bfd2d2a09992ad65fafa80f5d9.png)
*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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/7b98ce99a419c9744bb97dd3b0cfb5eb.png)
*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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0d3c634ab2f8872c4ccc489bb5673870.png)
*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

1. 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](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/88a3c718b07fdda2e2fcf44fdf65f716.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A66.58%2C%22y%22%3A3.0%2C%22w%22%3A3.48%2C%22h%22%3A4.55%2C%22label%22%3A%224%20%20OK%22%7D%5D%7D)
*Categories Question Unit — Configurations › Reference List Settings › Categories Question Unit*

![OK](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3ab786c3c573015941b95bd4fca32b3e.png)

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

1. The Project Manager opens **Configurations** > **Reference List Settings** > **Categories Question Unit**.
2. On the **reference list settings** tab, the Project Manager enters `pump` in **Search** and selects **Apply filter**.
3. The filtered list displays the matching category-question-unit records. The Project Manager reviews the result and selects **icn-update** for the applicable record.
4. 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.
5. The Project Manager selects **Export** to retain a copy of the filtered results for project records or internal review.
6. 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. |

## Related pages

- [Categories Qustions](doc:categories-qustions)
- [Configurations — Overview](doc:configurations-overview)
- [Configurations — Learning Path](doc:workflows-configurations)
- [Serial Status](doc:serial-status)
- [2 Factor Authentication](doc:2-factor-authentication-guide)
- [Account Managers](doc:account-managers-guide)
- [Branches](doc:branches)
- [Flags](doc:flags)
- [Frequent Currencies](doc:frequent-currencies)
- [Products](doc:products-guide)
- [Custom Fields](doc:custom-fields-guide)
- [Dashboard Settings](doc:dashboard-settings-guide)
- [Dynamic Validation](doc:dynamic-validation-guide)
- [Banks](doc:banks)
- [Invoice Settings](doc:invoice-settings)