Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Associating Promotion Group Definitions with Catalog Categories

To allow users to select a promotion group definition for a quote or to see the promotion group definition in a catalog, you must associate the promotion group definition with at least one catalog category. You can assign a promotion group definition to multiple categories, and thus to multiple catalogs.

Catalog administrators create product catalogs, which are subdivided into product categories. The catalog administrator sets up access controls by assigning user access groups to a catalog and to its associated categories. The recommended method for assigning users to access groups is to assign the users to organizations and then assign the organizations to the access groups. For more information about creating catalogs and categories and giving users visibility to them, see Siebel Order Management Guide.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

To associate a promotion group definition with a catalog category

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you want to set up user access.
3. Click the Category view tab.
4. Click Add to create a new record in the Category list.
5. In the Add Category dialog box, select a category to associate with the current promotion group definition, and click OK.
6. Click Refresh Cache to refresh the cache.
7. Repeat Step 4 through Step 6 to add all the categories necessary to give users visibility to this promotion group definition.