![\"TenthPlanet-iDempiere-PartnerRelations-PositionCategory-ProcessFlow\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-PositionCategory-ProcessFlow.png\" "\\"\\"")
<\/figure>\n\n\n\nBusiness Rules<\/strong><\/h2>\n\n\n\n\n- Every Position Category belongs to a Tenant.<\/li>\n\n\n\n
- Each Position Category is created under an Organization.<\/li>\n\n\n\n
- Name is mandatory; the record cannot be saved without it.<\/li>\n\n\n\n
- Active is enabled by default and controls availability for Position selection.<\/li>\n\n\n\n
- Position Category is a master record referenced by Position records.<\/li>\n\n\n\n
- Creating a Position Category does not automatically create Position records.<\/li>\n\n\n\n
- Position Category does not support document actions, approvals, or workflow.<\/li>\n<\/ul>\n\n\n\n
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Start a New Position Category Record<\/strong><\/h3>\n\n\n\nThis begins a new functional classification that job positions can later reference.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Position Category, click New, and select the Organization.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Organization<\/td> CDC<\/td> Organization the Position Category belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Define Name and Description<\/strong><\/h3>\n\n\n\nName and Description identify the category and the business function it represents.<\/p>\n\n\n\n
Enter a business-oriented Name, and a Description explaining the scope of positions the category covers.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Name<\/td> Information Technology<\/td> Identifies the Position Category<\/td><\/tr> Description<\/td> Positions responsible for ERP implementation, software development, infrastructure, and technical support.<\/td> Explains the scope of the category<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Add Comment\/Help and Confirm Active Status<\/strong><\/h3>\n\n\n\nComment\/Help provides implementation guidance, and Active determines whether the category can be selected on a Position record.<\/p>\n\n\n\n
Optionally enter Comment\/Help, verify Active is checked, then save the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Comment\/Help<\/td> Used to classify all Information Technology-related positions.<\/td> Provides supplementary notes for administrators<\/td><\/tr> Active<\/td> Yes<\/td> Makes the category available for Position selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Save and Verify<\/strong><\/h3>\n\n\n\nSaving confirms the category is ready for use when creating Position records.<\/p>\n\n\n\n
Save the record, then open the Position window and confirm the new category appears in the Position Category lookup.<\/p>\n\n\n\n![\"TenthPlanet-iDempiere-PartnerRelations-PositionCategory\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-PositionCategory.png\" "\\"\\"")
<\/figure>\n\n\n\n![\"TenthPlanet-iDempiere-PartnerRelations-PositionCategory-1\"](\"https:\/\/tenthplanet.in\/idempiere\/wp-content\/uploads\/sites\/13\/2026\/07\/TenthPlanet-iDempiere-PartnerRelations-PositionCategory1.png\" "\\"\\"")
<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Unable to save the record<\/td> Organization or Name field left blank<\/td> Verify that the Organization and Name fields are populated<\/td><\/tr> Position Category does not appear in the Position window<\/td> Category is inactive or in an inaccessible Organization<\/td> Ensure the category is Active and belongs to an accessible Organization<\/td><\/tr> Duplicate Position Categories<\/td> Similar or generic names reused across records<\/td> Use unique business-oriented names to avoid confusion during Position creation<\/td><\/tr> Category purpose unclear later<\/td> Description left blank when the record was created<\/td> Add a Description explaining the scope of the category<\/td><\/tr> Category assigned to wrong Position<\/td> Incorrect category selected on the Position record<\/td> Correct the Position Category assignment on the Position window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Open the Position window to create Position master records.<\/li>\n\n\n\n
- Assign each Position to the appropriate Position Category and save.<\/li>\n\n\n\n
- Use the Position in Position Assignment and Business Partner Contact configuration.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Position Category is the iDempiere window that defines functional classifications for job positions, such as Finance & Accounting or Information […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21323","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21323"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions"}],"predecessor-version":[{"id":28135,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions\/28135"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Configuration Steps<\/strong><\/h2>\n\n\n\nStep 1: Start a New Position Category Record<\/strong><\/h3>\n\n\n\nThis begins a new functional classification that job positions can later reference.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Position Category, click New, and select the Organization.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Organization<\/td> CDC<\/td> Organization the Position Category belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 2: Define Name and Description<\/strong><\/h3>\n\n\n\nName and Description identify the category and the business function it represents.<\/p>\n\n\n\n
Enter a business-oriented Name, and a Description explaining the scope of positions the category covers.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Name<\/td> Information Technology<\/td> Identifies the Position Category<\/td><\/tr> Description<\/td> Positions responsible for ERP implementation, software development, infrastructure, and technical support.<\/td> Explains the scope of the category<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 3: Add Comment\/Help and Confirm Active Status<\/strong><\/h3>\n\n\n\nComment\/Help provides implementation guidance, and Active determines whether the category can be selected on a Position record.<\/p>\n\n\n\n
Optionally enter Comment\/Help, verify Active is checked, then save the record.<\/p>\n\n\n\nField<\/strong><\/td>Sample Value<\/strong><\/td>Purpose<\/strong><\/td><\/tr><\/thead>Comment\/Help<\/td> Used to classify all Information Technology-related positions.<\/td> Provides supplementary notes for administrators<\/td><\/tr> Active<\/td> Yes<\/td> Makes the category available for Position selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nStep 4: Save and Verify<\/strong><\/h3>\n\n\n\nSaving confirms the category is ready for use when creating Position records.<\/p>\n\n\n\n
Save the record, then open the Position window and confirm the new category appears in the Position Category lookup.<\/p>\n\n\n\n<\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\nIssue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>Unable to save the record<\/td> Organization or Name field left blank<\/td> Verify that the Organization and Name fields are populated<\/td><\/tr> Position Category does not appear in the Position window<\/td> Category is inactive or in an inaccessible Organization<\/td> Ensure the category is Active and belongs to an accessible Organization<\/td><\/tr> Duplicate Position Categories<\/td> Similar or generic names reused across records<\/td> Use unique business-oriented names to avoid confusion during Position creation<\/td><\/tr> Category purpose unclear later<\/td> Description left blank when the record was created<\/td> Add a Description explaining the scope of the category<\/td><\/tr> Category assigned to wrong Position<\/td> Incorrect category selected on the Position record<\/td> Correct the Position Category assignment on the Position window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nNext Steps<\/strong><\/h2>\n\n\n\n\n- Open the Position window to create Position master records.<\/li>\n\n\n\n
- Assign each Position to the appropriate Position Category and save.<\/li>\n\n\n\n
- Use the Position in Position Assignment and Business Partner Contact configuration.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Position Category is the iDempiere window that defines functional classifications for job positions, such as Finance & Accounting or Information […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21323","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21323"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions"}],"predecessor-version":[{"id":28135,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions\/28135"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
This begins a new functional classification that job positions can later reference.<\/p>\n\n\n\n
Navigate to Partner Relations \u2192 Position Category, click New, and select the Organization.<\/p>\n\n\n\n Name and Description identify the category and the business function it represents.<\/p>\n\n\n\n Enter a business-oriented Name, and a Description explaining the scope of positions the category covers.<\/p>\n\n\n\n Comment\/Help provides implementation guidance, and Active determines whether the category can be selected on a Position record.<\/p>\n\n\n\n Optionally enter Comment\/Help, verify Active is checked, then save the record.<\/p>\n\n\n\n Saving confirms the category is ready for use when creating Position records.<\/p>\n\n\n\n Save the record, then open the Position window and confirm the new category appears in the Position Category lookup.<\/p>\n\n\n\n Position Category is the iDempiere window that defines functional classifications for job positions, such as Finance & Accounting or Information […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,87],"tags":[],"class_list":["post-21323","post","type-post","status-publish","format-standard","hentry","category-idempiere-product","category-idempiere-partner-relations"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=21323"}],"version-history":[{"count":1,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions"}],"predecessor-version":[{"id":28135,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/21323\/revisions\/28135"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=21323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=21323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=21323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Organization<\/td> CDC<\/td> Organization the Position Category belongs to<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 2: Define Name and Description<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Name<\/td> Information Technology<\/td> Identifies the Position Category<\/td><\/tr> Description<\/td> Positions responsible for ERP implementation, software development, infrastructure, and technical support.<\/td> Explains the scope of the category<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 3: Add Comment\/Help and Confirm Active Status<\/strong><\/h3>\n\n\n\n
Field<\/strong><\/td> Sample Value<\/strong><\/td> Purpose<\/strong><\/td><\/tr><\/thead> Comment\/Help<\/td> Used to classify all Information Technology-related positions.<\/td> Provides supplementary notes for administrators<\/td><\/tr> Active<\/td> Yes<\/td> Makes the category available for Position selection<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Step 4: Save and Verify<\/strong><\/h3>\n\n\n\n
<\/figure>\n\n\n\n<\/figure>\n\n\n\nCommon Issues and Resolutions<\/strong><\/h2>\n\n\n\n
Issue<\/strong><\/td> Cause<\/strong><\/td> Resolution<\/strong><\/td><\/tr><\/thead> Unable to save the record<\/td> Organization or Name field left blank<\/td> Verify that the Organization and Name fields are populated<\/td><\/tr> Position Category does not appear in the Position window<\/td> Category is inactive or in an inaccessible Organization<\/td> Ensure the category is Active and belongs to an accessible Organization<\/td><\/tr> Duplicate Position Categories<\/td> Similar or generic names reused across records<\/td> Use unique business-oriented names to avoid confusion during Position creation<\/td><\/tr> Category purpose unclear later<\/td> Description left blank when the record was created<\/td> Add a Description explaining the scope of the category<\/td><\/tr> Category assigned to wrong Position<\/td> Incorrect category selected on the Position record<\/td> Correct the Position Category assignment on the Position window<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n Next Steps<\/strong><\/h2>\n\n\n\n
\n