Siebel Order Management Guide > Creating and Managing Catalogs > Process of Setting Up Catalogs >

Creating Catalogs


You create catalogs on the Catalogs page in the Administration - Catalog screen.

This task is a step in Process of Setting Up Catalogs.

To create a catalog

  1. Navigate to the Administration - Catalog screen.
  2. Add a new record to the Catalogs list and complete the necessary fields in the record and the More Info form. Some fields shown in the following table are entered using the form under the More Info tab.
    Field
    Description

    Name

    Enter a name for the catalog.

    Effective Start Date

    Enter the date when the catalog becomes visible to end users.

    Effective End Date

    Enter the date when the catalog stops being visible to end users.

    Private

    Select this checkbox to make the catalog visible only to users who belong to the access groups associated with it.

    If the catalog is private, then all of its categories will also be private.

    Active

    Select this checkbox to make the catalog visible to end users.

    Catalog Type

    Choose Buying from the list if you want the catalog to be displayed on the Web site and in the employee application.

    Catalog Type can be used to control what is displayed by setting search specifications on applets. For example, you could create two catalog types named Customer and Partner. You could then create a view with an applet that has a search specification to display only catalogs of type Partner and a second view with an applet that has a search specification to display only catalogs of type Customer.

    Sequence

    Enter a number to control how this catalog is displayed. Catalogs are displayed in ascending order by their Sequence field.

    NOTE:  It is strongly recommended that you make an entry in this field. Records where this field is empty appear either before or after records where this field is populated, depending on the database platform, but the records with the Sequence field empty are randomly sequenced.

    Image

    Select an Image file associated with the catalog.

    Version

    Enter a version number for the catalog.

    This field allows you to copy a catalog and increment the version number. The catalog is identified by a unique combination of name and version number.

    Advisor Projects

    Select a Siebel Advisor project with which to associate the catalog.

    Use this field if you want to place a Get Advice link next to the name of a catalog in the Product Catalog View (eSales) view. For more information about how to create a Siebel Advisor pageset, see Siebel Advisor Administration Guide.

    This field creates only a Get Advice link next to the catalog name in catalog view. For information about how to create Get Advice links in the Catalog screen, Get Advice view, see Displaying Advisor Projects in the Get Advice View of Catalogs.

    NOTE:  This feature does not apply if you are using Siebel Open UI.

    Smart Answer Catalog File, Smart Answer Master Server

    To add Smart Answer, specify the catalog file and master server. For more information, see Siebel Smart Answer Guide

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