Navigating PeopleSoft Catalog Management

This topic discusses Catalog Management navigation.

Page Name

Definition Name

Usage

Catalog Management Home page

EOCM_MAIN_PAGE

Create and maintain catalogs, partners, and categories. Select an enterprise catalog to work with.

Enterprise Catalog Console page

EOCM_CATALOG_DASH

Produce, roll back, syndicate, and browse the selected catalog. Update catalog data. Select a partner catalog to work with.

Partner Catalog Console page

EOCM_PARTNER_DASH

Manage and view partner submissions to the selected enterprise catalog.

Catalog Workbench Page

EOCM_CAT_WRKBCH

View and load catalog items based on a load process type.

Catalog Management provides multiple levels of navigation. Activities that do not require you to select an existing catalog are available from the application homepage. These activities are also available from the menu navigation.

You also use the homepage to select a specific enterprise catalog and access the Enterprise Catalog Console page, where you can perform activities such as moving the catalog to production, rolling back the catalog to another version, and syndicating the catalog. On this page, you can select a partner catalog to access the Partner Catalog Console page and manage data for the partner catalog. Enterprise and partner catalog activities are not available from the menu navigation; you can only access them from the Enterprise Catalog Console and Partner Catalog Console pages.

Catalog Management allows to use the Catalog Workbench for catalogs, where apart from having several Catalog actions, it is the main place to monitor and execute catalog items load processes using the Quick Items Load Process

From the homepage or menu navigation, you can:

  • Create and maintain catalogs.

  • Create and maintain catalog partners.

  • Specify file formats for catalog source data.

  • Import partner data.

  • Define workflow preferences.

  • Create and maintain categories and category hierarchies.

  • Load the United Nations Standard Products and Services Classification (UNSPSC) scheme or a PeopleSoft tree into a category hierarchy.

  • Create and maintain category rules and substitutions.

  • Select an enterprise catalog to work with.

From the Enterprise Catalog Console page, you can:

  • Move a staged catalog to production.

  • Roll back the production catalog to a previous version.

  • Syndicate the catalog to partners.

  • Browse the staged or production catalog.

  • Define a master catalog map.

  • Manually enter or change catalog data.

  • Archive, purge, or restore catalog data.

  • Select a partner catalog to work with.

From the Partner Catalog Console page, you can:

  • Map partner catalog structure to the catalog structure.

  • Load partner data.

  • Categorize partner data and review and approve the results.

  • Stage the partner catalog.

  • Browse the partner catalog.

  • Manually enter or change catalog data.

  • Compare partner catalog versions.

  • Remove unused partner catalog versions.

From the Catalog Workbench page, you can:

  • Search for Quick Load and Step by Step Catalogs.

  • Initiate/Continue the Load Items process.

  • Correct Errors.

  • View Lifeline.

  • Review Offerings.

  • Approve Offerings.

  • View Purchasing Tree.

  • Access Process Monitor.

  • Archive/Purge Catalog data.

  • Compare Versions.

  • Define Master Catalog map.

  • Load Items History.

  • Maintain Ent Catalog Data.

  • Maintain Partner Data.

  • Remove Unused Versions.

  • Rollback Catalog.

  • Syndicate Catalog.

Important! If a user has not been granted privileges for certain activities using PeopleTools Security Administration, the links to those activities are not displayed.

This section provides an overview of Catalog Management setup and discusses how to:

  • Store attachment files.

  • Define installation options.

  • Define default workflow notifications.

  • Create categories and category hierarchies.

  • Register catalog partners.

  • Define Quick Item Load Process

  • Define Catalog Management Workbench