PeopleSoft Catalog Management Implementation

PeopleSoft Catalog Management implementation can be divided into the following activities:

  • Store attachment files.

  • Define installation options.

  • Create categories and category hierarchies.

  • Create enterprise catalog definitions.

  • Register partners.

In the planning phase of the implementation, take advantage of all PeopleSoft sources of information, including the installation guides and business process maps.

PeopleSoft Catalog Management allows you to capture, store, and utilize attributes related to an offering.

Step

Reference

Define the URL identifier for the file server where you are storing attachments.

See PeopleTools: System and Server Administration

PeopleSoft Catalog Management installation options are entered at the time of implementation:

Step

Reference

Define PeopleSoft Catalog Management installation options.

See Defining Installation Options.

Define fields for categorization rules.

See Procurement Categorization, Customer Categorization or Training Categorization Page.

Define default workflow notifications.

See Defining Default Workflow Notifications.

With PeopleSoft Catalog Management, you can either create categories and category hierarchies, or you can use the United Nations Standard Products and Services Classification Code (UNSPSC).

Step

Reference

Create categories.

See Maintain Categories Page.

Create category hierarchies.

See Maintain Category Hierarchies Page.

Load UNSPSC.

See Load Hierarchy Page.

The following table describes the steps required to create an enterprise catalog definition of a given type.

Step

Reference

Define general catalog information.

See Maintain Catalogs - General Page.

Assign enterprise managers and grant privileges.

See Maintain Catalogs - Enterprise Managers Page.

Assign partners and grant privileges.

See Maintain Catalogs - Partners Page.

Associate category hierarchies.

See Maintain Catalogs - Categories Page.

Specify workflow options.

See Maintain Catalogs - Workflow Options Page.

The catalog administrator can register partners within PeopleSoft Catalog Management. The system automatically approves the registration and updates PeopleSoft Maintain Catalog Partners.

Step

Reference

Create Provide Catalog Information and View Catalog Information services within PeopleSoft Maintain Catalog Partners. In order to register partners in PeopleSoft Catalog Management the provide and view catalog information services must be created within the PeopleSoft Maintain Catalog Partners component.

See Creating Enterprise Catalog Definitions.

Register partners.

See Registering Catalog Partners.

Associate users with registered partners.

See Maintain Catalog Partners - Information Page.