Reviewing Categorization Results
This topic discusses how to review categorization results, update partner offering details, update proposed offering categories, update catalog offering categories, and revalidate partner offerings.
Important! Changes made to partner offerings should also be made in the partner's catalog source file. This prevents the same errors, rejections, and so forth from occurring again.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
EOCM_REPAIR2 |
Review and update offerings and their associated categories. |
|
|
EOM_GENDTL_SEC |
Manually update the partner offering detail record. |
|
|
EOCM_NEWOFF_DTLS |
Assign proposed new offerings to categories. |
|
|
EOCM_OFFER_DTLS |
Assign catalog offerings to categories. |
|
|
EOCM_CHOOSECAT |
Assign proposed new catalog offerings to categories using the category hierarchy tree. |
Field or Control |
Description |
|---|---|
Offering ID |
The enterprise catalog's offering ID for the selected offering. The offering description is displayed to the right. |
Primary Category |
Select the check box associated with the category that you want as the primary category. If only one category exists, the check box is automatically selected. Note: For procurement catalogs, the primary category is the category used with Supply Chain Management. |
Use the Review Categorization Results page (EOCM_REPAIR2) to review and update offerings and their associated categories.
Navigation:
Select an enterprise catalog.
Select a partner catalog.
This example illustrates the fields and controls on the Review Categorization Results: View by Status page.
View By Status
Click View by Status link to display status types as links. When you select a status, the number of partner offerings associated with that status appears to the right of the View by Status link.
The following table lists the different status types and the action that can be taken:
|
Status |
Description |
Action |
|---|---|---|
|
All |
Shows all partner offerings. |
Review categorization summary results. |
|
New |
Incremental Load: Offerings that are new for this partner. Full Load: Previous load version is overwritten so all offerings will be considered new. |
Review the category and catalog offering association. Associate partner offerings to existing catalog offerings as necessary. |
|
Updated |
Offerings that have been changed since the previous load version. |
Review partner offering updates and associations. |
|
Unchanged |
Offerings that have no changes between this load and the previous load version. |
Review partner offerings associations. |
|
Deleted |
Offerings that are marked Inactive in the current load, but existed in a previous load version. |
Verify that these partner offerings are no longer offered. |
|
Uncategorized |
Offerings with no category assigned. |
Assign partner offerings to existing catalog categories. |
|
Error |
Offerings that contain errors. |
Determine and correct errors. |
|
Rejected |
Proposed catalog offerings that were rejected during the approval process. |
Reassign partner offerings to existing catalog offerings. |
The following three grids are displayed in a collapsed state below the status links. Only the partner offerings associated with the selected status appear in the grids:
Partner Offerings.
Proposed Offerings.
Catalog Offerings.
View By Status: Partner Offerings Grid
The Partner Offerings grid contains information about the partner offerings after categorization. The Offering Info section includes a Detail link for each partner offering listed. This link is used to update offering information.
To assign one or more partner offerings to a proposed or enterprise catalog offering:
Select the check box for each partner offering to assign.
Go to either the Catalog Offerings grid or the Proposed Offerings grid and select the check box associated with the catalog offering to associate to the selected partner offerings.
Note: To prevent the selection of more than one catalog offering, the check boxes associated with the remaining catalog offerings are inactive.
Click the Assign Partner Offerings to Offerings button.
Note: Refresh the page to view assignments.
You can also review the message text generated by the categorization process for all partner offerings. The following table lists the messages that can be generated:
|
Message Text |
Description |
|---|---|
|
Partner Offering Found. |
Matches the existing partner offering. |
|
Catalog Offering Found. |
Matches the catalog offering. |
|
Catalog Offering Name/Partner Offering Name Missing. |
Error: Catalog and partner offering names are required. |
|
Category Found |
Partner offering category matches the catalog category. |
|
New Offering/Category |
Either the partner offering, the category it is assigned to, or both, do not exist in the enterprise catalog. Note: Although an offering may be new for this partner, it still exists in the enterprise catalog if it is offered by another partner. |
|
Duplicate Offering ID/Unit of Measure/EFFDT |
Error: Duplicate partner offerings in this load. |
|
No Offering ID |
Error: Catalog offering ID is missing. |
|
Duplicate Offering ID |
Error: Duplicate Catalog offering ID. |
View By Status: Proposed Catalog Offerings Grid
The Proposed Catalog Offerings grid is not populated until a status is selected and one of these links, located above the title bar, is selected:
Proposed Offerings.
The grid is populated with proposed catalog offerings that currently do not exist in the catalog for the selected status. For example, no other partner offers this offering.
For each offering listed, the system automatically generates an offering ID and copies the supplier description to the offering description.
Uncategorized Offerings.
The grid is populated with proposed catalog offerings that have no category provided.
Click the Detail link associated with each proposed catalog offering to access the Proposed Offering Details page and assign a category.
Rejected Offerings.
The grid is populated with proposed new catalog offerings that were rejected during the approval process.
Move the associated partner offerings to catalog offerings.
Note: When the Stage Partner Offerings (EOCM_STAGE) process is run, only approved partner offerings are staged.
View By Status: Catalog Offerings Grid
The Catalog Offerings grid is not populated until a status is selected and the Catalog Offerings link, located above the title bar, is selected. The grid is populated with all catalog offerings currently in the catalog.
Click the Detail link associated with each catalog offering to access the Catalog Offering Details page and review or remove assigned categories, and assign additional categories.
Results By Category
Navigation:
Click the View by Category link.
View categorization results by category to verify if partner offerings have been assigned to the correct categories. As each category within a group is highlighted, the number of partner offerings, catalog offerings, and proposed catalog offerings contained in that category are displayed to the right. You can use the Find Category feature to search for a specific category within the hierarchy.
See Maintain Category Hierarchies Page.
You can review offerings by these groups:
Catalog categories.
Use the folder icons to navigate through the enterprise catalog's category hierarchy. The number of offerings contained in each category appears as the category is selected.
Note: Only the number of offerings contained in the highlighted category are counted. For instance, the number of offerings displayed for a parent category does not include the number contained in its child categories.
Proposed categories.
Review offerings that are assigned categories that do not exist in the enterprise catalog and are proposed to be included.
Unknown category.
Review all offerings that have no category assigned.
Rejected categories.
Review offerings that are assigned to categories that were rejected during the approval process.
Use the Partner Offering Detail page (EOM_GENDTL_SEC) to manually update the partner offering detail record.
Navigation:
Select an enterprise catalog.
Select a partner catalog.
Select Partner Offerings.
This example illustrates the fields and controls on the Partner Offering Details page.
Update detail information for the selected partner offering. All field values, except the offering ID and description, can be updated.
The fields that appear are based on the enterprise catalog type.
Click OK to save changes and return to the Review Categorization Results page.
Note: Remember to update the partner source file with any changes made to offering detail information.
Use the Proposed Offering Details page (EOCM_NEWOFF_DTLS) to assign proposed new offerings to categories.
Navigation:
Select an enterprise catalog.
Select a partner catalog.
Select Proposed Offerings
This page is used to:
Propose a new category.
Remove a proposed new category and assign an existing category.
Add additional categories.
Change the primary category.
Field or Control |
Description |
|---|---|
Category ID, Category Name and Category Code |
Displays one or more of these options:
|
Use the Catalog Offering Details page (EOCM_OFFER_DTLS) to assign catalog offerings to categories.
Navigation:
Select an enterprise catalog.
Select a partner catalog.
Select Catalog Offerings.
This example illustrates the fields and controls on the Catalog Offering Details page.
Associate an existing catalog category with the selected catalog offering.
Use the Choose Category page (EOCM_CHOOSECAT) to assign proposed new catalog offerings to categories using the category hierarchy tree.
Navigation:
Select an enterprise catalog.
Select a partner catalog.
Click Assign Offerings to Category.
This example illustrates the fields and controls on the Choose Category page.
Select the appropriate category group and navigate to the category you want to assign to the selected offering. Click OK.
When you revalidate partner offerings, you run the validation (EOCM_REVALID) process to detect any errors that may have resulted from updating partner data. Review the initial categorization results completely before revalidating.
Once you have completed the review and all the required adjustments are made, click Revalidate Partner Offerings. A process request is submitted. Click the Process Monitor link to monitor the status of the request. When it has the process has completed successfully, return to the Review Categorization Results page to once again review results. When you are satisfied, the partner offerings are ready for approval.
See the product documentation for PeopleTools: Process Scheduler