This appendix covers the following topics:
The category set used in Quoting is determined as follows:
The category set specified in the profile option ASO: Category Set. For more information on the category set profile option, refer to Appendix A, "Profiles in Oracle Quoting".
The category set specified in Inventory as the default category set for the functional area Order Management.
All references to category set are based on this definition unless otherwise noted.
The following table lists the fields affected by the category set.
Search Context |
Description of category set usage |
---|---|
Search for Product in Product Catalog interMedia searches) |
|
Search for Trade-in product from the Installed Base |
|
Reconfiguration from Installed Base |
|
Specify Service Reference when searching the Installed Base for a Serviceable product |
|
Specify Service Reference when searching Pending Orders for a Serviceable product | The category set is not used in this search. |
Specify Service Reference when searching the Product catalog for a Serviceable product | The list of products is filtered based on the category set. |
Add Related Products | The category set is not used when searching for related products. |
The following table lists the fields affected by the category set.
Search Context |
Description of category set usage |
---|---|
Search for Product in Product Catalog (interMedia-based search) | The list of products is filtered based on the category set. |
Search for Product in Product Catalog (non-interMedia-based search) | The category set is not used for this search. |
Specify Service Reference when searching the Product Catalog for a Serviceable product |
|
Search for Trade-in product from the Installed Base |
|
Reconfiguration from Installed Base |
|
Specify Service Reference when searching the Installed Base for a Serviceable product |
|
Specify Service Reference when searching Pending Orders for a Serviceable product |
|
Add Related Products | The category set is not used when searching for related products. |
Product LOV in the Quote Search form | The product LOV is not filtered based on the category set |
Category set is also used in Quoting for functionality that is unrelated to searching. The following table displays the category set usage in other areas of Quoting.
Search Context |
Description of category set usage |
---|---|
Print Quote - Subtotal by product category | The subtotal by product category is based on categories that belong to the category set. |
Projected Commission - subtotal by product category | The subtotal by product category is based on categories that belong to the category set. |
Territory Management setup | The categories used for setup are based on the product category. |
Sales Credit Allocation Setup | The product LOV in the setup screen is based on the category set. |
Pricing Integration | Advanced Pricing uses the default category set for the Order Management functional area for all references to the product category. It does not use the profile option ASO: Category Set. |
Quote Approvals setup | The seeded product category attribute is based on the category set. |