Content Management System

Constraints applied to a catalog field based on requirements. You can specify if the values are mandatory or optional or specify what is expected, and decide if a failure results in an error or a warning. The validation rules are different than those set up in Catalog Manager and covered earlier in the course.

Filter and delete items from the catalog that do not meet requirements.

Update a catalog field based on specific conditions. You can update, refine or populate a catalog field value based on the value of another catalog field value.

A validation rule is a set of constraints applied on catalog item field value depending on business requirements.

Examples of such rules:

• are displaying an error if the expiration date of an item is earlier than the current date
• define a rule to display a warning if the lead time of an item is greater than a specific value

When creating a validation rule, customers can specify whether the value for a catalog field is mandatory or optional, and also specify the value that is expected in a catalog field.

A catalog fails validation if a catalog field value on any line item fails to meet the constraints set in a validation rule. Customers can specify whether a validation failure must result in an error or a warning.

• Catalog that failed validation with errors must be fixed before they can be moved to the next status
• Catalog that failed validation with warnings can be moved to the next status even if the cause of the warnings is not addressed

A cleansing rule is used to filter and delete items from the catalog that do not meet requirements or standards.

For example, you can define a rule to delete the items that have a Company Name that is not in a specific list of names. Or, you can define a rule to delete all items that have an expiry date that is earlier than a specific date.

An enrichment rule is used to update a catalog field value based on specific conditions.

You can define enrichment rules to update, refine or populate a catalog field value based on the value of another catalog field value.

For example, you can define a rule to update the value of the catalog field, Green based on the Commodity Code field value of the item.

1. Parsing - syntax checks are applied to verify that all required content is in the correct format.
2. Cleansing - catalog data that does not pass the defined cleansing rules is deleted.
3. Validation - catalog data is validated based on the defined validation rules.
4. Enrichment - catalog data is enriched based on the defined enrichment rules.

Just as we have done in the previous modules, we will begin importing the catalog from the Catalog Manager workspace. Although the CMS feature has been enabled, this step will not change. To access this screen click Manage ﹥ Core Administration ﹥ Catalog Manager ﹥ Catalogs

Fill in required information and parameters

Search for and select your catalog file

Once the catalog has been loaded through the Catalog Manager, you will access the Catalog Content Manager for these actions:

• View Summary
• View Content (to edit content)
• Notify Valid Items (to send for approval)
• View Report (standard report on all catalogs and suppliers)
• View Comparison (compare one version to another)
• Download

Catalogs that pass validation move to the Completed status while catalogs that fail validation move to the Validation Failed status. Errors on the content file will be highlighted with a red box. Simply click on the field in red and input the corrected value. Once the value has been modified, click Revalidate.

Catalogs that are parsed, validated, and moved to the Completed status are then pushed to the Catalog Manager workspace for further validation, approval and activation.

Watch the video below to see a detailed demo on uploading CIF catalogs when CMS is enabled.