Catalogs

  • Catalogs are typically author based and are lists of data e.g. Suppliers, but can also be custom catalogs

Custom Catalogs

  • Custom catalogs can be lists, but they can also be based upon queries from existing data e.g. a subset of the Chart of Accounts.

    Tip

    You must be in the "Catalog admin" user role to be able to create custom catalogs

Items / User list

  • Manually enter catalog items to reflect your desired catalog items

    Tip

    Use UP / DOWN arrows to change the order that catalog items are displayed

Query based list

  • You can base catalogs upon queries which reference existing data within the system. In the FIG 1 example below, a catalog has been created for P&L purchase chart of account codes to be used as part of prepayment postings

    Fig 1

    Fig 1

    Fig 2

  • The above XML (Fig 1) is generated by selecting the design icon (highlighted) and then using the enquiry editor to get the required data. You must include / create code and description columns for the catalog

    Fig 2