Select and Assign Catalogs to Configured Items

You can specify the item catalogs that the configure-to-order process assigns to a configured item at run time when the user configures the item.

To use more catalogs, you can add them to a supply orchestration lookup.

You use an item catalog to categorize each configured item into a meaningful group to help manage the item and to summarize data to meet a variety of needs. For example, group data in a report, for tax purposes, to display sales details, or in a downstream system to manage fulfillment. You add an item catalog to a supply orchestration lookup, then use the lookup in processing that runs in the background to assign the catalog.

Assume you need to add the Configured Item catalog to your configured items.

  1. Identify the catalogs that you can use with the item.

    • Go to the Setup and Maintenance work area, then go to the task.

      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Catalogs

      • Task: Manage Functional Area Catalogs

    • On the Manage Catalogs page, notice the value in the Catalog Name attribute. You can reference any catalog that the Manage Catalogs page displays.

  2. For this example, create a new catalog.
    • Click Create.

    • In the Create Catalog dialog, set values.

      Attribute

      Value

      Functional Area

      Supply Chain Orchestration

      Catalog Name

      Configured Item

      Catalog Code

      Configured_Item

      Description

      Catalog that we can use to arrange configured items into a group.

      Controlled At

      Master Level

      Start Date

      Anytime before the current date.

      Category Name

      Configured Item

      Category Code

      Configured_Item

      Description

      Category we can use to arrange configured items into a group.

      Start Date

      Anytime before the current date.

      End Date

      Leave empty.

    • Click Save and Continue > Save and Close.

  3. Manage the item.
    • Go to the Product Information Management work area.

    • On the Product Information Management page, click Tasks > Manage Items.

    • On the Manage Items page, search for BJ-VIK_STV_BURNER, then open it for editing.

    • On the Edit Item page, click Categories.

    • In the list that displays, notice the values in the Catalog column.

      If the list doesn't contain the catalog you need, then click Actions > Add Row, and add it.

      Assume the BJ-VIK_STV_BURNER already has a catalog named Product, and that's the catalog you need.

  4. Manage the lookup.
    • Go to the Setup and Maintenance work area, then go to the task.
      • Offering: Manufacturing and Supply Chain Materials Management

      • Functional Area: Supply Chain Orchestration

      • Task: Manage Supply Orchestration Lookups

    • On the Manage Supply Orchestration Lookups page, search for lookup type ORA_CTO_CATALOG_COPY_REQUEST.

    • In the Lookup Codes area, click Actions > New, then set values.

      Attribute

      Value

      Lookup Code

      Enter one of the names that you noticed on the Manage Catalogs page.

      For this example, enter Configured Item.

      Enabled

      Contains a check mark.

      Start Date and End Date

      Optional. Specify dates when the code is available.

Note

  • At run time, Supply Chain Orchestration automatically adds the catalog to the configured item according to the lookup code you specify. For example, when the user clicks Submit while creating a sales order. The add is transparent to the user.

  • Adding too many item catalogs to a configured item might affect performance at run time.

For more, see Overview of Configure-to-Order.