Creating a Local Catalog

In this demonstration you will define a local catalog, but exclude a specific agreement from the catalog.

Steps:

1. Navigate to the Manage Catalogs page.

    

   Click the Manage Catalogs link.

   Step 1

2. Click the Create Local Catalog menu bar.

   Step 2

3. Select the appropriate BU for the catalog.

    

   Click the Procurement BU list item.

   Step 3

4. Click the Vision Operations list item.

   Step 4

5. Enter the desired information into the Catalog field. Enter

    a valid value
    e.g.
    "HQ Local Catalog"
   .
   Step 5

6. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Local catalog for US employees."
   .
   Step 6

7. Click the Exclude items from specific agreements option.

   Step 7

8. Click the Select and Add button.

   Step 8

9. On the Select and Add: Agreements window you will specify the agreements that should be included or excluded in the catalog.

    

   For this catalog you will exclude items from agreement 1001139.

   Step 9

10. Enter the desired information into the Agreement field. Enter

     a valid value
     e.g.
     "1001139"
    .
    Step 10

11. Click the Search button.

    Step 11

12. Click the 1001139 row header.

    Step 12

13. Click the Apply button.

    Step 13

14. Click the Done button.

    Step 14

15. For this example, you will make sure items not included in any agreement will be included in this catalog. Only the items for the categories you choose to include in this catalog will be available.

     

    Click the Include all master items option.

    Step 15

16. In this topic, only the items for the categories you choose will be included in the catalog.

     

    Click the Include items from specific categories option.

    Step 16

17. Click the Select and Add button.

    Step 17

18. The categories Mobile Phones was added for you. Add the category office supplies.

     

    Enter the desired information into the Category Name field. Enter

     a valid value
     e.g.
     "office supplies"
    .
    Step 18

19. Click the Search button.

    Step 19

20. There are two category types. Browsing and Item.

     

    Selecting the Office Supplies Browsing Category will also include all its descendent item categories in this local catalog.

     

    Selecting the Office Supplies Item Category, will include only this particular item category in this local catalog.

    Step 20

21. Click the Office Supplies row header.

    Step 21

22. Click the Apply button.

    Step 22

23. In this example, the category Laptop Computers was added for you.

     

    Click the Done button.

    Step 23

24. This local catalog now includes all items with categories Laptop Computers, Office Supplies, and Mobile Phones, as long as the item is not in the agreement 1001139.

    Step 24

25. Click the Save and Close button.

    Step 25

26. Click the OK button.

    Step 26

This concludes the demonstration for creating a local catalog.

Table of Contents  Start Topic