Redwood: Create and Edit Catalogs

You can now use the Redwood user experience to create and manage catalogs and item category assignments. On the Product Management page, in the Actions section, click View all actions, and then click Catalogs. The Catalogs page is displayed, where you can search and select catalogs. Also, you can click the Card option to view the catalogs in card view as shown in the following screenshot.

Catalogs Page - Card View

You can click the Table option to view the list of catalogs in a table view as shown in the following screenshot.

Catalogs Page - Table View

To create a catalog, click Add in the card or table view. The Create catalog drawer is displayed as shown in the following screenshot. Specify the common catalog attributes, catalog level control attributes, and additional attributes for extending the catalog. You can either create another catalog or create the catalog and then continue editing it. Optionally, you can assign the catalog to a functional area.

Create Catalog Drawer

When you click a card in the Card view or the catalog name link in the Table view, the catalog details page is displayed that shows the category hierarchy in the left panel and item category assignments or the selected category details in the right panel as shown in the following screenshot.

Category Hierarchy and Item Category Assignments

Manage Category Hierarchy

In the Category Hierarchy panel, you can do the following:

• Add category to catalog
• Duplicate category
• Share category
• Move category
• Expand catalog or category
• Expand all Catalogs and categories

Add Category to Catalog

You can create a category at the position of the cursor in the category hierarchy. If the cursor is at category level, the category is created as child of the category. To create a first level category, position the cursor to the root of the catalog. Click the Add icon to add a category. The Add category drawer is displayed as shown in the following screenshot. Specify the information and click Create.

Add Category to a Catalog

Duplicate Category

To duplicate a category, click on the category that you want to duplicate and click the Duplicate category icon. The Add category drawer is displayed. The category details are duplicated but not the item category assignment. Specify the details and click Create.

Duplicate Category

Share Category

You can share the category content from other catalogs in two ways:

• Share by reference: You can select a category or category hierarchy including the items assigned to the categories. The shared content in your catalog is read only and identified by a share icon. Any changes made to the content in the source catalog automatically appear in the shared content.

Share by Reference

The category content that’s shared is displayed with share icon in the category hierarchy.

Shared Category

• Copy: You can select a category content and specify if the copied content includes child categories or item categories assignments. The copied content is added to your catalog and you can edit it.

Share By Copy

Move Category

 You can move a category by selecting a new parent within your catalog.

Move Category

Expand  or  Collapse All Categories

You can select a parent category and expand the display of the child categories.

Expand or Collapse Category Hierarchy

You can use the expand and collapse icons to expand all or collapse all categories in the hierarchy.

Add and Manage Item Category Assignments

In the Item Category Assignment panel, the item category assignments are displayed based on views. The views allow you to control the attributes that are shown for the items. You can search for a specific item using the Search box and use filters to locate the item when many items are displayed.

Item Category Assignments

To add an item category assignment, click the Add icon. The Select and add drawer is displayed. Search and select multiple items across multiple searches and click Add.

Add Item Category Assignments

To delete an item category assignment, select the item that you want to delete and click the Delete icon.

After you finish, click Save to save the changes for the category.

Manage Category Details

You can select a category within the category hierarchy and then click Category to view and manage the category details such as:

• Category attributes: You can specify the common attributes for category, category level control attributes, and additional attributes for extending the category.

Category Details

• Category attachments: You can add, preview, edit, delete, and download attachments for a category.

Category Attachments

To add an attachment, click the Add icon to display the Attachment details drawer, where you can select the attachment type as a File, Text, or URL. You can drag and drop or use the local file upload application to add an attachment.

Add Attachment

Catalog and Category Data Security

You can control access to the catalog data using data security entered in the Product Information Management catalogs. The Redwood user interface uses this security to control access to catalogs and categories within the catalog. This interface doesn’t support the management of data security.

This feature benefits your business by providing the ability to model alternate classifications of items using catalogs for analytics and business processes across the enterprise.

Steps to Enable and Configure

Follow these steps to enable or disable this feature:

1. In the Setup and Maintenance work area, search for and select the Manage Administrator Profile Values task.
2. On the Manage Administrator Profile Values page, search for and select the ORA_EGP_CATALOGS_REDWOOD_PAGES_ENABLED profile option code.
3. In the Profile Values section, set the Site level to Y or N. The default value is N.

• Y = enables the feature
• N = disables the feature

4. Click Save and Close. Changes in the profile value will affect users the next time they sign in.

Tips And Considerations

• You can assign catalogs to one or more functional areas if the catalog adheres to the functional area rules.
• When creating catalog for functional area, select the functional area in the Create Catalog drawer. Any changes to the catalog are validated based on the functional area rules when the catalog is saved.
• A category name and category code are used to define a category for a catalog. You can reuse the category name in other catalogs and at various levels in the category hierarchy of the same catalog.
• Sharing a category or category hierarchy by reference allows you to reuse category content in multiple catalogs. The category content in the source catalog is always the master and the shared content in other catalogs is read only.

Key Resources

• Refer to Redwood: Create and Edit Items in the Oracle Fusion Cloud SCM: Using Product Master Data Management guide, available on the Oracle Help Center.

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

• Access Redwood Catalogs (EGP_RW_READ_ONLY_CATALOGS_PRIV): Give access to users that have read only access.
• Manage Redwood Catalogs (EGP_RW_MANAGE_CATALOGS_PRIV): Gives full access to users.

The duty role Redwood Item Catalogs (ORA_EGP_RW_ITEM_CATALOGS_DUTY) contains both the preceding privileges and can be used directly with Administration users or modified to use with other job roles.