Defining Catalog Management Workbench

This section provides an overview of the Catalog Management Workbench.

Catalog Management uses the Catalog Management Workbench component (EOCM_CATWRKBCH_CMP) to execute the Quick Item Load process. Users can select a source file and click the Load Items button to initiate either a Full or an Incremental Load to move items into production and Purchasing. This process supports loading of a single partner’s source file at a time.

All rows in the item file can be processed through production only if there are no validation errors in any row, or all errors encountered have been corrected or removed.

A partner can initiate the Quick Load process to run the following consolidated processes: Upload/Import, Load Map, and Categorization; the partner also has the option to review the data loaded before approval processing can start.

For a catalog administrator, approval option can be setup to control whether or not the administrator can process the item file using the Quick Load process all the way into Purchasing.

  • If approval is required, clicking the Load Items button initiates the following consolidated processes: Upload/Import file, Load Map, and Categorization. The Pending Approval icon becomes active on the lifeline for the specific catalog on the workbench. An approver is required to review/approve the data loaded to initiate the remaining processes.

  • If approval is not required, clicking the Load Items button initiates the following consolidated processes: Upload/Import file, Load Map, Categorization, Approval (auto approval), Staging, Move to Production, and ePro CUP process to load items into Purchasing.

If a catalog is setup as an Express Catalog, Quick Item Load process runs through production only and is not moved into Purchasing’s item tables. Users should run the Search Framework indexing of eProcurment to index these express catalog items into the Search Framework repository for item searching in eProcurement Requisition.

Use the Catalog Workbench Page (EOCM_CAT_WRKBCH) to locate and execute the Quick Items Load process.

Navigation:

Catalog Management > Catalog Workbench

This example illustrates the fields and controls on the Catalog Workbench Page. You can find definitions for the fields and controls later on this page.

 Catalog Workbench page

Field or Control

Description

Search Catalogs

The workbench page displays all user authorized catalogs based on the search criteria:

  • SetID

  • Catalog ID

  • Partner ID

  • Partner Version

Trading Partner Load State

Select the trading partner load state from the options:

  • Created

  • Error

  • In Progress

  • Pending Approval

  • Production

  • Purchasing

  • Purchasing/Errors

  • Waiting Review

Catalog’s Load Process Type

Catalog identification is also based on Load Process Type:

  • Quick Load: Select to display catalogs that are of type Quick Load. This is the default selection.

  • Step by Step Load: Select to display catalogs that are of type Step by Step Load.

A blank selection results in a display of all user authorized catalogs. If there is no data available, a message displays stating the same.

Load Items button

Click to load items. If the catalog is setup to use the Step by Step load process, it displays a message with an option to access the Partner’s Console and proceed with the corresponding load process.

Note: There are only two options available in the Other Actions options, Catalog Console and Partner Console.

Icons

Click the Expand/Collapse Section on the catalogs setup to use the Quick Items Load process and display icons of progress in lifespan. Four icons are shown on the lifespan for a Master catalog, and three for an Express catalog (no Purchasing). The icons are active or inactive depending on the catalog/partner version load state.

Review Load-Results icon

Displays as active once a file is added. It also indicates if review is done, or if it is required. It changes to Review errors icon when a handled load error occurs. Click to go to Categorization Review page.

Pending Approvals icon

Displays as active if there are approvals pending. Click to browse the approval page, where items and/or categories can be rejected (all rows are approved by default).

In Production icon

Displays as active when loaded data is moved to production within Catalog Management, after the approval process is complete. Click to browse production data.

In Purchasing icon

Displays as active when production data within Catalog Management is moved to Purchasing via ePro CUP process after approval.

This icon does not appear in the lifeline if the catalog is defined as an Express Catalog. It changes to Review CUP-Errors when the CUP process encounters errors.

Clicking on Review CUP-Errors icon takes you to the Validate and Process Imported Items.

Navigation: eProcurement > Administer Procurement > Maintain Supplier Integration > Import Item Catalog File link Process Imported Items on the run control page.

Note: A catalog workbench row cannot be expanded if no item file is loaded through the Quick Item Load process.