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Troubleshooting the Display of the Catalog and Products to Loyalty Members


If the catalog and products are not visible in the eLoyalty Member Portal, then correct the settings described in this topic to display them.

Displaying the Catalog

The catalog appears in the member portal only if its type is Buying. Categories appear only if their display template is either Accrual or Redemption.

To display the catalog in the member portal

  1. Navigate to the Administration - Product screen, Product Catalog screen.
  2. In the Catalogs list, select the catalog.
  3. In the Catalogs form, in the Catalog Type field, select Buying.
  4. In the Catalogs list, click on the Name hyperlink for the catalog.
  5. For each category, in the Category Detail form, in the Display Template field, select either Accrual or Redemption.

Displaying Products

Products appear only if the Organization is the same for the member, the contact, the product, and the price list. If the appropriate products do not appear in the member portal, then make sure the organizations are the same for all these items.

You do not have to make these the primary organizations. As long as it is in the list of organizations, the member has access.

For more information about products, see Siebel Product Administration Guide. For more information about price lists, see Siebel Pricing Administration Guide.

To display products in the member portal

  1. Navigate to the Loyalty Members screen, select a member's record, and note the member's organization and name.

    It is in the Organization field of the More Info view.

  2. Make sure the Contact record for that member has the same organization:
    1. Navigate to the Contacts screen, Contacts List view.
    2. In the Contacts list, click the Last Name field hyperlink for the member's contact record.
    3. Click the More Info view tab.
    4. Click the Select button in the Organization field.
    5. If the member's organization is not already listed in the Organizations dialog box, then add it to the list.
    6. Close the dialog box.
  3. Make sure the Loyalty Program has the same organization:
    1. Navigate to the Loyalty Program Administration screen.
    2. Click the Program Id field hyperlink for a program.
    3. Click the Select button in the Organization field.
    4. If the member's organization is not already listed in the Organizations dialog box, then add it to the list.
    5. Close the dialog box.
  4. Make sure the products have the same organization:
    1. Navigate to the Administration - Product screen.
    2. In the Products list, select a product.
    3. In the More Info form, in the Organization field, click the Select button.
    4. If the member's organization is not already listed in the Organizations dialog box, then add it to the list.
    5. Close the dialog box.
    6. Repeat these steps for all the products that you want to appear in the catalog.
  5. Make sure the price list has the same organization:
    1. Navigate to the Administration - Pricing screen.
    2. In the Price Lists list, select a price list.
    3. In the More Info form, in the Organization field, click the Select button.
    4. If the member's organization is not already listed in the Organizations dialog box, then add it to the list.
    5. Close the dialog box.

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