Create a Local Catalog

This topic describes how to create a local catalog.

In this scenario, you want to create a local catalog and configure its agreements and categories. To create a local catalog:

1. From the Navigator, under Procurement, click Catalogs.

2. On the Catalogs work area's Overview page, click the Tasks tab.

3. The Tasks panel shows all the catalog management tasks that you can perform. Click the Manage Catalogs task.

4. On the Manage Catalogs page, in the Search Results section, click Create Local Catalog.

5. On the Create Local Catalog page, the procurement business unit (BU) is provided for you in the Procurement BU field.

6. Enter the catalog name in the Catalog field, and a description of the catalog in the Description field.

7. For this scenario, in the Agreements section, select the Include items from all agreements option.

8. Also select the Include all master items check box. Master items not included in any blanket purchase agreement will be included in your catalog.

9. You want to specify which categories to include in your catalog, so in the Categories section select the Include items from specific categories option.

10. From the Actions menu, click Select and Add.

11. On the Select and Add: Categories dialog box, you can search for categories to be added, or add them directly from the list.

    Select a category such as Computers, and click Apply to add it to the catalog. Repeat this to add other categories, such as Peripherals and Printers, to add them as well.

    Browsing categories include all descendant item categories.

12. When all categories have been added, click Done.

    The catalog definition now includes all items in the selected categories.

13. Click Save and Close to create the catalog.

14. Click OK on the Confirmation dialog box.

15. On the Manage Catalogs page, your new local catalog is added to the catalog list.