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Configuring Product Catalog and Category Hierarchies


This topic details the tasks required to configure product catalogs and category hierarchies performed by application administrators. Oracle Pharma Sales Analytics allows users to use a number of prebuilt alternate product hierarchies to analyze and roll up sales and Rx data. These prebuilt hierarchies are as follows:

  • Manufacturer Product Category
  • Application Form Product Category
  • ATC (Anatomical Therapeutic Class) Product Category
  • User Code (USC) Product Category
  • Chemical Product Category

Table 99 shows the Standard Product Hierarchy along with the prebuilt alternative product hierarchies.

Table 99. Standard Product Hierarchy with Prebuilt Product Hierarchies
Standard Product Hierarchy
Manufacturer Product Hierarchy
Application Form Product Category
ATC Product Category
User Code Product Category
Chemical Product Category

Market

Manufacturer

Application Form I

ATC I

USC I

Family

Submarket

Product

Application Form II

ATC II

USC II

Subfamily

Product

Product

Application Form III

ATC III

USC III

Subfamily

Form/Strength

Product

Application Form IV

ATC IV

USC IV

Subfamily

The Oracle Pharma Sales Analytics ETL uses data stored in the standard Siebel Pharma Product Catalog and Category application screens to create these alternate hierarchies.

To configure product catalog and product hierarchies

  1. Navigate to the Administration - Catalog screen, then the Catalogs view.
  2. In the Catalogs list, create a new record and complete the necessary fields.
    Field
    Comments

    Name

    The name of the alternate Product hierarchy, for example, R-Respiratory for an ATC hierarchy for Asthma products.

    Description

    A general description of the catalog.

    Effective Start Date

    Current date.

    Private

    The product catalog is only used by the Oracle Pharma Sales Analytics ETL. Select this field to prevent the catalog from being visible to other users within the Siebel Pharma Application.

  3. Drill down on the Catalog.
  4. In the Category list, create a new record for the highest (first) level of the hierarchy and complete the necessary fields.

    Some fields are described in the following table.

Field
Comments

Name

Name of the hierarchy level (for example, R3-Bronchodilators and Anti-asthma Preparations for the highest level in an ATC hierarchy for Asthma products).

Display Name

Display name of the hierarchy level (for example, R3-Bronchodilators and Anti-asthma Preparations for the highest level in an ATC hierarchy for Asthma products).

Effective Start Date

Current date.

Usage

From the Pick Category Usage Type dialog box, select one of the following usage types to set the type of alternate Product Hierarchy, and then click OK:

  • ATC
  • Application Form
  • Manufacturer
  • USC
  • Chemical

Private

The Product Catalog is only used by the Oracle Pharma Sales Analytics ETL Check this flag to prevent the Catalog from being visible to other users within the Siebel Pharma Application.

  1. For each lower level in the hierarchy, create a new record in the Category list, and repeat Step 4.
  2. Set the relationships between the levels by using the Demote level button.
  3. For the lowest level in the hierarchy only, click the Products link under the Categories tab.
  4. Create a new record in the Product list, and select the appropriate Product record, which is the Form/Strength level Product in the standard Product hierarchy.

    This action allows Oracle Pharma Sales Analytics to link the alternate product hierarchy to the standard product hierarchy.

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