Default Category screen

Use the Default Category screen to set up the default item category. ProContractor uses these default category values when you create a new category and when you import data from Excel or QuickBooks.

For example, suppose you entered a value of FIFO in the Inventory Valuation field for your default category. When you get external data for an import, ProContractor inserts a value of FIFO in the Inventory Valuation field of any item category that has a null value (that is, no value) for that field.

You can enter one default category in ProContractor.

Note: To open the Default Category screen, click Materials > Setup > Default Category in the All Tasks pane.
The Default Category screen is a step in the material setup process. The next step can vary:
  • If you want to import item data from Excel or QuickBooks, the Unit of Measure screen is the next step.
  • If you don't want to import item data (and will be entering catalog items manually), the Item Category screen is the next step.