Integrate Purchase Category

Article • 4/10/2026 • 1 min read

When you create a new tenant, you must also create a purchasing category in the M2M application.

To create a category, perform the following:

  1. Open the M2M ERP Application.

    • Navigate to All Apps, click M2M ERP application tile.
      The Aptean Discrete Manufacturing ERP opens in a new tab.

  2. Access Purchasing Categories.

    • In the application’s navigation bar, enter Purchasing category or navigate to Utilities > Company Setup > Production and click Purchasing Categories.
      The Purchasing Categories window appears.

  3. Create a New Purchasing Category.

    • In the Purchasing window, click + New, and enter the following details:
      - Click the search icon in GL Account No field, choose appropriate account number and click Select.
      - In the Purchase Category text field, enter EAM
      - In the Description text field enter an appropriate description and then click Save.