Configure Commodity Filters

For each organization, you can restrict access to certain commodities. This restriction can be for a particular supplier or for all supplier catalogs.

In the expanded Tree Menu, select Setup | Catalog Views | Catalog View Name | Commodity Filters to edit the name and description of an existing commodity filter.

The Advanced Administration application displays the Commodities form on which you may:

• List Filters, and
• Edit Filters

List Filters

1. Click the List Commodity Filter hyperlink, to view a list of all currently selected filters.
2. Click [Delete All Commodity Filters] to delete the displayed list.

The Advanced Administration application requests confirmation before deleting.

Edit Filters

1. Click the Edit Commodity Filter hyperlink, to display a form used to select filters.
2. Enable the View All Commodities check box to display all commodities recognized by the Procurement application.
3. Disable the View All Commodities check box again to display only commodities in the Catalog View's buyer accounts.
4. If you want to specify a particular supplier's commodities, click Change and select a supplier from the search form.
5. In the Results list, click the name of the supplier you want to display or All Suppliers.
6. Click the arrow next to Commodities to expand the commodity tree.
7. At the top commodity level select, in the Include Setting drop-down menu:
• Exclude this and all below, which excludes that commodity level and all its sub-levels.
• Include this and all below, which includes that commodity level and all its sub-levels.

Note: The highest commodity level in the commodity tree contains only two settings in the drop-down box: Include this and all below, and Exclude this and all below.

8. Click [Save] for the top commodity level.
9. For each lower commodity level that you wish to configure, select the commodity level.
10. In the Include Setting drop-down menu, select one of the following:
• Exclude, which excludes just that commodity level.
• Exclude this and all below, which excludes that commodity level and all its sub-levels.
• Include, which includes just that commodity level.
• Include this and all below, which includes that commodity level and all its sub-levels.
• No Settings selected, which indicates that the commodity inherits the filter of its parent.
11. Click [Save] for that commodity level.
12. Continue, until you have configured all necessary commodities and levels.
13. You can click the List Filters hyperlink at any time to review a list of all your selections.
14. Click [Regenerate Runtime Table] to update the runtime table with the modified filters.
15. Click [Test Catalog Configuration] to test the filter configuration for errors.