Defining capital request categorization codes

Define capital request categorization codes for use on the Capital Planning Request form. See Creating Capital Planning Requests Chapter 5 Work Management of the Infor EAM User's Guide.

Note: The system will be pre-populated with data from the ASTM UNIFORMAT II Classification for Building Elements (E1557-97).

To define capital request categorization codes:

  1. Select Administration > Setup > Capital Request Categorization Codes.
  2. Click Add Categorization Code.
  3. Specify this information:
    Description
    Enter the description of the capital request categorization code.
    Major Group Element
    Enter the major group element.
    Note: Major Group Element, Group Element, and Individual Element cannot contain periods (.).
    Group Element
    Enter the group element.
    Note: In order to create a new Group Element, you must first create a new Major Group Element.
    Individual Element
    Enter the individual element.
    Note: In order to create a new Individual Element, you must first create a new Major Group Element and a new Group Element combination.
  4. Click Submit.