Exclude Product Lines from Self-service Catalog

Explanation

An employee self-service catalog is used to define the products and services that should be available for the employee to procure from the self-service procurement portal.

Use this activity to temporary or permanently exclude automatically added lines from being exposed to the employees in the self-service portal.

When creating a catalog you can add products either manually or automatically through an update catalog job based on the update settings for the supplier.

Manually added lines can be deleted from the catalog, but for the update job to work and be scheduled on a regular basis, the automatically added lines should instead be marked as excluded. The excluded products will then not be available for self-service procurement and it will allow you to re-run the update job and the Exclude flag will be kept.

This option can for instance be used if you have a supplier agreement with a large number of parts and want to include all but a few. Instead of entering all others one by one, you can then add the full agreement and decide to exclude the parts you do not want to expose in the portal.

Note that this setting is kept for the lines when you continue to update the catalog.

Prerequisites

You must have a self-service catalog revision that has been updated with automatically added product lines.

System Effects

Excluded product lines will not be available for self-service procurement in the portal. The setting will be kept for the product line when the catalog is continuously updated.