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sourceDocument: Australia Finance and Supply Chain
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/source-to-pay-operations

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ft:locale :

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ft:publication_title :

    - Australia Finance and Supply Chain

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# Map spend categories to product categories manually

# Map spend categories to product categories manually {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

You can manually map spend categories to product categories to better organize and manage your organization's expenses by grouping similar goods or services into logical categories.

## Antes de Iniciar

Role required: sn_spend_mgmt.category_manager_admin

## Procedimento

1. Navigate to AllSpend and Savings ManagementSpend Categories.
2. Select New.
3. On the form, fill in the fields.  
   {#map-spend-product-categories__table_djm_jzb_y2c__entry__2}

   | Field | Description |
   |-|-|
   | Category name | Name of the spend category. |
   | Category code | Code of the spend category. |
   | Spend category manager | Name of the spend category manager. |
   | Parent spend category | Category that contains more specific child categories or subcategories of spend. |
   | Sourcing manager | Name of the sourcing manager. |
   [Tabela 1. Spend category form]

   {#map-spend-product-categories__table_djm_jzb_y2c} {#map-spend-product-categories__spend-category-form}
{#map-spend-product-categories__spend-category-form}
4. Select Submit.  
   The Child Spend Categories, Product Categories, and Ledger Assignment Rules related lists appear.
5. Do the following:  
   {#map-spend-product-categories__table_vxz_42c_y2c__entry__2}

   | To | Do this |
   |-|-|
   | Create child spend categories | 1. Select the Child Spend Categories related list, and select New. 2. On the form, fill in the fields.The Parent spend category field is auto-populated. See [step 3](https://servicenow-prod.fluidtopics.net/o2~hAozsusG1CZCAduAK3Q#map-spend-product-categories__spend-category-form) for a description of the field values on the Spend category form. {#map-spend-product-categories__ol_mth_y3c_y2c} |
   | Create product categories | 1. Select the Product Categories related list and select Edit. 2. In the collection list pop up window, do one of the following to move the categories to the Product Categories List * Select a category and then click the right arrow icon (![Right arrow icon.]()) icon. * Double-click a category. {#map-spend-product-categories__ul_uym_ngc_y2c} Nota: In the Collection list, you can search for product categories by entering the category name or by using wild cards (\*). 3. Select Save. {#map-spend-product-categories__ol_ufv_jgc_y2c} |
   | Create ledger assignment rules | Select the Ledger Assignment Rules related list and select New. For more information, see [Create ledger assignment rules](https://servicenow-prod.fluidtopics.net/ltu6XFXLSkXZQuvpKfht9A "Automate ledger account assignment for a purchase line by relating ledger accounts to a supplier product, product model, product category, spend category, and cost center."). |
   [Tabela 2. Actions to be performed in Spend category]

   {#map-spend-product-categories__table_vxz_42c_y2c}
{#map-spend-product-categories__steps_v1s_hzb_y2c}
**Conceitos relacionados**   

* [Map spend categories to product categories using an Excel file](https://servicenow-prod.fluidtopics.net/FvbNuMoTytjoA1SvqpdGTg "You can map spend categories to product categories using an Excel file to better organize and manage your organization’s expenses by grouping similar goods or services into logical categories.")

