Accessing PeopleSoft Catalog Management Functions

This chapter discusses how to navigate PeopleSoft Catalog Management.

Navigating PeopleSoft Catalog Management

This section provides an overview of Catalog Management navigation.

Understanding PeopleSoft Catalog Management Navigation

Catalog Management provides multiple levels of navigation. Activities that do not require you to select an existing catalog are available from the application homepage. These activities are also available from the menu navigation.

You also use the homepage to select a specific enterprise catalog and access the Enterprise Catalog Console page, where you can perform activities such as moving the catalog to production, rolling back the catalog to another version, and syndicating the catalog. On this page, you can select a partner catalog to access the Partner Catalog Console page and manage data for the partner catalog. Enterprise and partner catalog activities are not available from the menu navigation; you can only access them from the Enterprise Catalog Console and Partner Catalog Console pages.

From the homepage or menu navigation, you can:

• Create and maintain catalogs.

• Create and maintain catalog partners.

• Specify file formats for catalog source data.

• Import partner data.

• Define workflow preferences.

• Create and maintain categories and category hierarchies.

• Load the United Nations Standard Products and Services Classification (UNSPSC) scheme or a PeopleSoft tree into a category hierarchy.

• Create and maintain category rules and substitutions.

• Select an enterprise catalog to work with.

From the Enterprise Catalog Console page, you can:

• Move a staged catalog to production.

• Roll back the production catalog to a previous version.

• Syndicate the catalog to partners.

• Browse the staged or production catalog.

• Define a master catalog map.

• Manually enter or change catalog data.

• Archive, purge, or restore catalog data.

• Select a partner catalog to work with.

From the Partner Catalog Console page, you can:

• Map partner catalog structure to the catalog structure.

• Load partner data.

• Categorize partner data and review and approve the results.

• Stage the partner catalog.

• Browse the partner catalog.

• Manually enter or change catalog data.

• Compare partner catalog versions.

• Remove unused partner catalog versions.

Important! If a user has not been granted privileges for certain activities using PeopleTools Security Administration, the links to those activities are not displayed.

Pages Used to Navigate PeopleSoft Catalog Management