How to Configure Position Category in iDempiere

Position Category is the iDempiere window that defines functional classifications for job positions, such as Finance & Accounting or Information Technology.

HR teams use it to group store and corporate roles into consistent business functions before creating individual Position records.

Assigning the right category keeps position management organized and simplifies later use in Position Assignment and Business Partner Contact setup.

Process Flow

Business Rules

• Every Position Category belongs to a Tenant.
• Each Position Category is created under an Organization.
• Name is mandatory; the record cannot be saved without it.
• Active is enabled by default and controls availability for Position selection.
• Position Category is a master record referenced by Position records.
• Creating a Position Category does not automatically create Position records.
• Position Category does not support document actions, approvals, or workflow.

Configuration Steps

Step 1: Start a New Position Category Record

This begins a new functional classification that job positions can later reference.

Navigate to Partner Relations → Position Category, click New, and select the Organization.

Field	Sample Value	Purpose
Organization	CDC	Organization the Position Category belongs to

Step 2: Define Name and Description

Name and Description identify the category and the business function it represents.

Enter a business-oriented Name, and a Description explaining the scope of positions the category covers.

Field	Sample Value	Purpose
Name	Information Technology	Identifies the Position Category
Description	Positions responsible for ERP implementation, software development, infrastructure, and technical support.	Explains the scope of the category

Step 3: Add Comment/Help and Confirm Active Status

Comment/Help provides implementation guidance, and Active determines whether the category can be selected on a Position record.

Optionally enter Comment/Help, verify Active is checked, then save the record.

Field	Sample Value	Purpose
Comment/Help	Used to classify all Information Technology-related positions.	Provides supplementary notes for administrators
Active	Yes	Makes the category available for Position selection

Step 4: Save and Verify

Saving confirms the category is ready for use when creating Position records.

Save the record, then open the Position window and confirm the new category appears in the Position Category lookup.

Common Issues and Resolutions

Issue	Cause	Resolution
Unable to save the record	Organization or Name field left blank	Verify that the Organization and Name fields are populated
Position Category does not appear in the Position window	Category is inactive or in an inaccessible Organization	Ensure the category is Active and belongs to an accessible Organization
Duplicate Position Categories	Similar or generic names reused across records	Use unique business-oriented names to avoid confusion during Position creation
Category purpose unclear later	Description left blank when the record was created	Add a Description explaining the scope of the category
Category assigned to wrong Position	Incorrect category selected on the Position record	Correct the Position Category assignment on the Position window

Next Steps

• Open the Position window to create Position master records.
• Assign each Position to the appropriate Position Category and save.
• Use the Position in Position Assignment and Business Partner Contact configuration.