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 |
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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. |
|
Define fields for categorization rules. |
See Procurement Categorization, Customer Categorization or Training Categorization Page. |
Define 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. |
|
Create category hierarchies. |
|
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. |
|
Assign enterprise managers and grant privileges. |
|
Assign partners and grant privileges. |
|
Associate category hierarchies. |
|
Specify workflow options. |
The catalog administrator can register partners within PeopleSoft Catalog Management. The system automatically approves the registration and updates PeopleSoft Maintain Catalog Partners.
Step |
Reference |
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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. |
|
Register partners. |
|
Associate users with registered partners. |