Category Set Usage in Quoting

This appendix covers the following topics:

• Overview of Category Set Usage
• Category Set Usage in the Pages User Interface
• Category Set Usage in the Windows User Interface
• Other Category Set Usages in Quoting

Overview of Category Set Usage

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.

Category Set Usage in the Pages User Interface

The following table lists the fields affected by the category set.

Page UI Fields Affected by Category Set

Search Context	Description of category set usage
Search for Product in Product Catalog interMedia searches	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Search for Trade-in product from the Install Base	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Reconfiguration from Install Base	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Specify Service Reference when searching the Install Base for a Serviceable product	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
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.

Category Set Usage in the Windows User Interface

The following table lists the fields affected by the category set.

Windows UI Fields Affected by 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	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Search for Trade-in product from the Install Base	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Reconfiguration from Install Base	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Specify Service Reference when searching the Install Base for a Serviceable product	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one product. The list of products is filtered based on the category set.
Specify Service Reference when searching Pending Orders for a Serviceable product	The product category LOV shows all categories belonging to the category set. The product category LOV only shows categories (for the category set) that contain at least one 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.
Product LOV in the Quote Search window	The product LOV is not filtered based on the category set

Other Category Set Usages in Quoting

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.

Category Set Usage

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 predefined product category attribute is based on the category set.