Use this procedure to create product catalogs that include items that are available for purchase requisitions. A product catalog consists of product groups. Product groups are represented by nodes that are organized in a tree structure with the following possible node types:

  • – Can contain item nodes, category nodes, and other group nodes.

  • – Contains the selected product items from inventory.

  • – Contains the selected category items (non-catalog items).

Create group nodes

  1. Click > > > .

  2. In the upper pane, press CTRL+N to create a new node.

  3. Type an identifier for the product group in the field and a name in the field.

  4. In the field, select .

    The field indicates whether the group node is the top node in the hierarchy. If it is a top node, a check mark is displayed.

  5. Repeat steps 2 through 4 to create more group nodes.

Create item nodes

  1. Click > > > .

  2. In the upper pane, press CTRL+N to create a new node.

  3. Type an identifier for the product group in the field and a name in the field.

  4. In the field, select .

    The field indicates whether a selection was made by using the query tool (available only when the selected type is ).

  5. Add items to the node using one of the following methods:

    • Click . In the form, click to select the items to add to the node. Enter selection criteria and click OK. In the form, select the check box to add the items to the lower pane in the form. Click OK.

    • In the form, press CTRL+N in the lower pane to add individual items to the node.

  6. Repeat steps 2 through 5 to create more item nodes.

  7. After you have created the necessary item nodes, assign each item node to a group node. For more information, see the "Add component groups to product groups" procedure.

Create category nodes

Use this procedure to create category nodes that contain category items. Before you create category nodes, you must set up one or more category items in the form. For more information, see Set up category items.

  1. Click > > > .

  2. In the upper pane, press CTRL+N to create a new node.

  3. Type an identifier for the product group in the field and a name in the field.

  4. In the field, select .

  5. In the lower pane, press CTRL+N to add a category item to the category node.

    Note Note

    You can add only one category item to each category node.

  6. Repeat steps 2 through 5 to create more category nodes.

After you have created the necessary category nodes, assign each category node to a group node. For more information, see the "Add component groups to product groups" procedure.

Add component groups to product groups

If the selected product group in the upper pane is a group node, you can add component groups of any node type in the lower pane.

  1. Click > > > .

  2. In the upper pane, select the group node to link component groups to.

  3. In the lower pane, press CTRL+N to add the component group that you want to add to the group node.

  4. In the field, select the component group to include in the product group.

    The list of available component groups consists of the product groups in the upper pane (group nodes, items nodes, or category nodes).

    Note Note

    If you created a category catalog by adding category nodes to a group node, you cannot add nodes of other types to the group node.

See Also