Setting Up and Using the Express Catalog

This section provides an overview of express catalogs and discusses the pages used to set up and utilize express catalogs.

Page Name

Definition Name

Usage

eProcurement Installation Options Page

PV_INSTALLATION_PV

Use the Item Source Option field to identify whether the system should use items from the item master tables, the express catalog, or both when browsing or searching for items using PeopleSoft eProcurement.

eProcurement Business Unit Options Page

PV_BUS_UNIT_PM

Use the Item Source field to identify whether the system should use items from the item master tables, the express catalog, or both when browsing or searching for items within a business unit.

You will only be able to utilize express items if you selected either the Express Items Only or the Master and Express Items option from the eProcurement Installation Options page.

Procurement Catalog Load Page

PV_CP_IMPORT_RUN

Use the Source field to add CUP File (Access Database) or xCBL3.0XML File as a load type and then select Express in the Catalog Destination field to load the data in the express catalog.

The express catalog enables you to index items that were loaded from a marketplace into the PeopleSoft EOCM_GEN_TBL table. These express items are not added to the master item tables. This precludes the requirement of running the Item Load process, making it easier to configure PeopleSoft eProcurement. This is particularly valuable to customers who do not use PeopleSoft Inventory or rely on Purchasing item attributes.

To set up the express catalog, an administrator:

  • Extracts data from the CUP file into eProcurement.

  • Sets up requesters to browse, search, and select items from the express catalog.

  • Uses express catalog items in rule-based security.

Express Catalog Load Processing

This diagram illustrates the flow for loading express catalog files:

The process flow for loading express catalog items

The process flow for loading express catalog items