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New Catalog View

  1. In the expanded Tree Menu, click Setup | Catalog Views | New Catalog View.

    2. The Advanced Administration Application displays a blank New Catalog View form, displaying:

  2. Click in the Name text box, and type a name for the new catalog view.
  3. Click in the Description text box, and type a description for the new catalog view (maximum 255 characters).
  4. If you want to assign a Home Organization to this Catalog View, click in the Home Organization drop-down menu and select from the list of available Buying Organizations.

    5. Note: You may not be able to assign a Home Organization at this point, but rather accept the default setting. This is because this field may only contain seed data. In order to populate this field, you must first create your Buying Organizations, see New Organization. Once you set up your organizations, the Home Organization box populates with available organizations. See Restricting Visibility. For more information on Home Organizations, see Key Concepts.

  5. If the Catalog View must access only a single, specified supplier (for example, if it is to be used for Blanket Orders), click [Change].

    6. The default selection is <Multiple Suppliers>.

    The Advanced Administration Application displays the Set Supplier form.

  6. Click in the Supplier Name text box, and type all or part of the name of a supplier company, or use Wild Card Characters.
  7. Click [Search]

    8. The Advanced Administration Application displays all suppliers matching your query.

  8. Click a supplier name and click [Select].

    9. The Advanced Administration Application re-displays the New Catalog View form, with the selected supplier's name added.

  9. Click [Save] to save the new Catalog View and leave the New Catalog View form.

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