7Managing Products for Life Sciences

Managing Products for Life Sciences

This chapter covers managing products for Life Sciences. It includes the following topics:

• About Managing Products for Life Sciences

• How Siebel Life Sciences Stores Product Information

• Scenario for Managing Life Sciences Products

• Process of Managing Products

• Creating a Product Change Request

• Capturing Product Hierarchies for Siebel Medical

• Configuring Lot Numbers for Other Products

About Managing Products for Life Sciences

Consistent product and price list information allows your company to sell its products. This chapter describes how to manage product information and pricing structures by setting up and defining products, product lines, product features, and price lists.

Using the procedures given in this chapter, you will be able to perform the administrator tasks of defining products (both internal and external) and entering information about promotional items, competitive products, markets (therapeutic classes), medical equipment and devices, and compounds under clinical trial. End users use the Products views to view product information and enter product change requests.

For more information on the differences between administrator and end-user tasks, see Scenario for Managing Life Sciences Products.

How Siebel Life Sciences Stores Product Information

Siebel Life Sciences provides two different tables for storing product information:

• An internal product table (S_PROD_INT)

• An external product table (S_PROD_EXT)

These tables supply data used in various chart views, such as those in the Analysis screen.

About the Internal Product Table

The internal product table (S_PROD_INT) is used primarily for proprietary product data, including products that are detailed or distributed as (pharmaceutical) samples or promotional items by sales representatives. The administrator can categorize products according to product level, therapeutic class, and product type as well as define market categories, such as an antibiotics market. For more information on entering products in the internal product table, see Defining Internal Products.

Note: After you enter a product into the internal product table, you cannot delete it. However, you can prevent it from appearing in drop-down lists and dialog boxes by making it inactive. For more information, see the procedure Making a Product Inactive.

About the External Product Table

The external product table (S_PROD_EXT) is used for syndicated data from content providers, and for any additional data the administrator chooses to enter about competitive or complementary products. Check with your content provider for information on the product identifiers they use. For more information on loading syndicated data, see Importing Data into Life Sciences.

Products entered in the external product table can also be entered in the internal product table. However, for any product that is entered in both tables, make sure that the product name and other product identifiers match exactly in both tables.

For more information on entering products in the external product table, see Defining External Products.

Scenario for Managing Life Sciences Products

This topic outlines an example process performed by a Siebel products administrator and end users. Your company might follow a different process according to its business requirements.

A medical devices company has a new product to bring to market. To make the new product available to sales representatives in the field, the administrator defines the new product within Siebel CRM, creates a price list, and then associates the new product with the price list. Next he enters new background information (called decision issues) that the home office wants to communicate to the field. Finally, he uses the capture hierarchy command to update the product hierarchy so the new product can be inventoried by the sales representatives who are using the Siebel Medical application.

Sales representatives use the Products screen to view product information and enter change requests.

Process of Managing Products

This topic details sample tasks often performed by administrators and end-users when managing products. In this scenario, the administrator is responsible for setting up products so that end users can view product information. Your company might follow a different process according to its business requirements.

Administrator Procedures

The following list shows tasks administrators typically perform to set up product information:

• Defining Internal Products. Create a new product (called an internal product).

• Specifying Additional Product Information. Define product features and set up any product literature, entering additional product details including key features, information on related products, product comparison data, and associate literature.

• Defining External Products. Create any competitive and complementary products (called external products).

• Adding Products to Catalogs.

• Defining Price Lists. Define a price list and then associate it with the new product.

• Defining Decision Issues.

• Capturing Product Hierarchies for Siebel Medical. If you are using the Siebel Medial application, you must capture product hierarchies.

End-User Procedures

The following list shows tasks end users typically perform when viewing product information:

• Viewing Product Information.

• Creating a Product Change Request.

Defining External Products

Use the External Products view to manage information about competitive and complementary products and to associate those products with the companies that produce them.

Siebel Life Sciences stores the information you enter in the External Products view in the external product table (S_PROD_EXT). In addition, it also displays this information in the Competitor Comparison Administration view. For more information on the internal and external product tables, see How Siebel Life Sciences Stores Product Information.

Note: Make sure that the product information you specify in the External Products view matches exactly the information specified for the same product in the Products view. For more information, see Defining Internal Products.

This task is a step in Process of Managing Products.

To create an external product

1. Navigate to the Administration - Product screen, then the External Products view.

2. In the External Products list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Competitor	Indicates whether or not the company specified in the Vendor field is a competitor. For more information on how to create account records, see Specifying a Competitor.
   Product	If the product is also entered in the internal product table, the name entered here must match the name entered in the Product Administration view. For more information, see Defining Internal Products.
   Product Type	Specifies whether the product is competitive or complementary.
   Vendor	The manufacturer of this product.

Defining Internal Products

Use the Product Administration view to enter and update information about your company’s internal products, promotional items, competitive products, markets (therapeutic classes), and compounds under clinical trial.Siebel Life Sciences stores the information entered in this view in the internal product table (S_PROD_INT). For more information, see How Siebel Life Sciences Stores Product Information.

To create a new internal product, you create a new record in the Product Administration view. In creating a new internal product you specify:

• Product categorization settings. Use the values described in the table in the topic Product Categorization Settings to categorize new products, or create market (therapeutic class) records.

• Samples and promotional items settings. Use the values described in the table in the topic About Samples and Promotional Items Settings to define samples and promotional items.

  Note: If you plan on tracking products using lot numbers, create lot numbers for samples. For more information, see Defining Lot Numbers for Samples or Setting Up Lot Numbers for Medical Products.

This task is a step in Process of Managing Products.

Product Categorization Settings

You categorize products or create market (therapeutic class) records using the Product Administration field values described in the following table. If the product will be tracked by lot number, you must specify additional settings, as described in About Samples and Promotional Items Settings.

Table Recommended Product Categorization Settings

Record Type	Product Level Field	Type Field	Inventory Field	Orderable Field	Sales Product Field	Sales Service Field
Market (therapeutic class)	1	Market	Null	Null	Null	Null
Detailed product. Product associated with call details, meetings, formularies, objectives, or opportunities	2	Detail	Null	Null	Selected	Null
Competitive product. For more information, see About the External Product Table.	2	Competitor	Null	Null	Null	Null
Sample products disbursed on contact calls or account calls	3	Sample	Null if tracking by lot number Selected if tracking by product name	Selected	Selected	Null
Promotional item disbursed on contact calls or account calls	5	Promotional Item	Selected (if desired)	Selected	Null	Null
Equipment, medical, or surgical devices	Null	Null	Null	Selected	Selected	Null
Services	Null	Null	Null	Selected	Selected	Selected
Product configuration models	Null	Null	Null	Selected	Selected	Null
Product available for clinical trial	Null	Compound	Selected (if desired)	Null	Null	Null

About Samples and Promotional Items Settings

The Food and Drug Administration (FDA) in the USA and similar agencies in other countries have regulations that stipulate that pharmaceutical samples disbursements must be tracked by lot number. However, it is not required that the actual samples inventory be tracked by lot number. Using the following table:

• Locate a product type and description that matches the product you are creating.

• Configure the Inventory, Lot # Tracking, and Inventory by Lot fields using the values described in the last three columns.

For more information on defining lot numbers, see Defining Lot Numbers for Samples.

Table (Pharmaceutical) Sample and Promotional Items Settings

Product Type	Description	Inventory Field (Product Administration View)	Lot # Tracking Field (Product Administration View)	Inventory by Lot Field (Lot Setup View)
Samples	Full tracking by lot number: Samples disbursements tracked by lot number Samples inventory tracked by lot number No tracking by product name.	Null	Selected	Selected
Samples	Partial tracking by lot number: Samples disbursements tracked by lot number Samples inventory not tracked by lot number No tracking by product name.	Null	Selected	Null
Samples	Full tracking by product name: Samples disbursements tracked by product name Samples inventory tracked by product name No lot number tracking.	Selected	Null	Null
Samples	Partial tracking by product name: Samples disbursements tracked by product name Samples inventory not tracked by product name No lot number tracking.	Null	Null	Null
Promotional-items	Full tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory tracked by product name	Selected	Null	Null
Promotional-items	Partial tracking by product name: Promotional-items disbursements tracked by product name Promotional-items inventory not tracked by product name	Null	Null	Null

Creating an Internal Product or a Market

This task describes how to create an internal product or a market.

To create an internal product or a market

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Catalog #	Catalog number for a medical product.
   Model #	Model number for a medical product.
   Name	The name of the product, promotional item, or market (therapeutic class). If this product also exists in the external product table, this name must match the product name in the External Product Administration view. For more information, see Defining External Products. If this product will be tracked in inventory, either by product name or by lot number, include both the product name and the dosage (for example, Axis 2mg).
   Part #	The part number of this product. If a product image will be displayed on a Web site, do not include spaces or special characters in the part number.
   Type	The type of product. For the recommended settings, see the table in the topic Product Categorization Settings. If this product also exists in the external product table, select Competitor so that the products will match up correctly.
   Parent Product	The Parent Product is a multi-value group (MVG) that enables you to associate multiple parent product records. Note: In the Parent Product applet, you must select the Primary check box before you add the selected record as a parent product.

3. Click the Release button.

4. Drill down on the product.

5. Click the More Info tab.

6. In the form, click the show more button and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   1 Barcode	This field is for Siebel Medical Handheld. Indicates that the product is labeled with more than one barcode.
   Approval #	The approval number for a medical product given by the approval organization.
   Approval Org	The authority who has approved a medical product, for example TÜV.
   Barcode	This field is for Siebel Medical Handheld. Indicates the standard for the product barcode.
   Doses/Unit	This field is for Adverse Events and Complaints Management.
   Expression	This field is for Siebel Medical Handheld. This expression is used to generate unique asset numbers from the product’s barcode. It is a concatenation of the data descriptions for barcode items. For the example shown, if the expression is Lot Number, Serial Number, then the serial number and lot number portions of the barcode are the product’s unique asset numbers. These barcodes are provided in the Administration - Mobile screen, then the Barcode Administration view.
   Frequency	This field is for Adverse Events and Complaints Management. Indicates how many times during each day the product is used.
   Leaf Level	This field is for Siebel Medical Handheld. It is computed when the Capture Hierarchy button is clicked, and indicates that the product has no children in the product hierarchy. Only leaf-level products are physical products—products that can be purchased and inventoried. Products that are not leaf-level represent groups of products. For example, the Helix 15 mm Stent is a leaf-level product in the Stent group of products.
   Lot # Tracking	Select this field if the product will be tracked by lot number, either for purposes of disbursement tracking or for inventory tracking. If you select this field: You must define lot numbers for the product as described in the table in About Samples and Promotional Items Settings. For more information on defining lot numbers, see Defining Lot Numbers for Samples. You should not check the Inventory field. This field is read-only if the Samples Lots Enabled system preference is set to FALSE. Only products of type Sample, Device, and Equipment can tracked by lot number. To use lot number tracking for products of other types, see Configuring Lot Numbers for Other Products.
   Inventory	Applies to products that will be tracked in inventory by product name rather than by lot number. If you check this field, you should not check the Lot # Tracking field. For more information, see the table in the topic Product Categorization Settings and then the table in the topic About Samples and Promotional Items Settings.
   Manufacturer	This field is for Adverse Events and Complaints Management.
   Orderable	Select this field for any product or service that can be included in a samples order or in a sales order. For more information, see the table in the topic Product Categorization Settings.
   OTC Product	This field is for Adverse Events and Complaints Management.
   Parent Product	The parent products of this product within the product hierarchy. Products that are disbursed as samples should have a parent product. Parent products can be markets (therapeutic classes). Note: For Siebel Medical, only the primary parent is considered. Other parent products are ignored.
   Pre-1938	This field is for Adverse Events and Complaints Management.
   Level	Enter the appropriate value according to your product hierarchy. For the recommended setting, see the table in the topic Product Categorization Settings. If this product also exists in the external product table, enter 2 so that the products will be matched up correctly. In Siebel Medical, this field is set when the hierarchy is captured. For more information, see Capturing Product Hierarchies for Siebel Medical.
   Requires Approval	This field is for Siebel Medical Handheld. If this box is selected and if the Requires Approval field is in the Inventory screen, then the Inventory Locations view is set to Product and then customer approval (signature capture) is required when this product is taken from the corresponding inventory.
   Rollup Level	This field is for Siebel Medical Handheld. It applies only to root-level products. (A root-level product is one that has no parent.) This field determines what levels of products are included in data rollup and also which levels of product appear in the inventories in Siebel Medical. For example, if Rollup Level is 3 for a product hierarchy that has six levels, the products at level 6, 5, 4, and 3 appear in the Medical inventories. The root product (level 1) and its immediate children (level 2) do not appear.
   Root	This field is for Siebel Medical Handheld. It is computed when the Capture Hierarchy button is clicked. This field indicates root product (the oldest ancestor) of the product’s hierarchy. For example, for a level-2 product, the Root field displays the product’s parent.
   Route Used	This field is for Adverse Events and Complaints Management.
   Sales Product	Check this field (and the Orderable field) for any product or service that your company actually sells (and will therefore be included in a sales order). For more information, see the table in the topic Product Categorization Settings.
   Short Days	This field is for Siebel Medical Handheld. An asset or lot for this product is short dated this many days before expiration. This field is also used by products of type Sample for similar functionality. Once a sample is short dated during a call execution, the pharmaceutical sales representative will be able to view the samples by default: which can help facilitate sample disbursing before expiry.
   Therapeutic Class	The therapeutic class (or market) of the product. There is no functionality associated with this drop-down list. Market type (or therapeutic class) functionality is tied to the Parent Product field; a new market is added by creating a new record in the Products view and setting the Type field to Market.
   Unique Assets	This field is for Siebel Medical Handheld. Select this field to indicate that every instance of the product can be uniquely identified by a single field or by the concatenation of fields in the Expression field.
   Unique Id	This field is for Siebel Medical Handheld. It must be unique to each product. It is used to identify the product based on barcode data. It is the HIBC, UCC/EAN, or NDC number. It is used to map barcode data to the product.
   UoM	Unit of measure; that is, the measure by which the product is sold or marketed.
   WAC	Wholesaler average cost; that is, the average wholesale cost of the product.

For more information on specifying additional product information, see Specifying Additional Product Information.

Making a Product Inactive

This task describes how to make a product inactive.

To make a product inactive

1. Navigate to the Administration - Product screen, then the Products view.

2. Drill down on the product that you want to make inactive.

3. Click the More Info tab.

4. In the form, click the show more button and clear the following fields:

   • Product Level

   • Type

   • Lot # Tracking

   • Inventory

   • Orderable

   • Sales Product

   • Leaf Level

After end users synchronize with the server, they will not see the product in any drop-down list or dialog box. However, they will see the product listed in views that display products.

Specifying Additional Product Information

You can specify additional product information in the Product Administration view by drilling down on the product in the Products list, and then adding either Product Recommendations or Product Collateral.

This task is a step in Process of Managing Products.

Specifying Product Recommendations

Using the Recommendations view you can add related products, and recommended cross-sell and up-sell products to the product record.

To add related products to a product record

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on the required product.

3. Click the Recommendations tab, then click the Related Products tab.

4. In the Related Products list, create a new record.

5. In the Add Internal Products dialog box, select a related product, and click OK.

   The related product is added to the list.

6. Complete the remaining fields, including indicating the Integration Status, Effective End Date, and whether or not the product can be ordered.

Specifying Product Collateral

Using the Collateral view you can specify additional product features and product comparisons, associate product literature and images with the product, or add product news to the product record.

Specifying Additional Product Features

This task describes how to create additional product features in the Collateral view.

To specify additional product features

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on the required product.

3. Click the Collateral tab, then click the Key Features tab.

4. In the Key Features list, create a new record and complete the necessary fields.

Adding Product Comparison Information

This task describes how to add product comparison information in the Collateral view.

To add product comparison information

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on the required product.

3. Click the Collateral tab, then click the Key Features.

4. In the Product Comparison list, create a new record.

5. In the Add Product Comparisons dialog box, select one or more products and click OK.

   The products are added to the Product Comparison list.

Associating Related Literature

This task describes how to associate related literature in the Collateral view.

To associate related literature

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on the required product.

3. Click the Collateral tab, then click the Literature tab.

4. In the Literature list, create a new record.

5. In the Add Literature dialog box, select one or more records and click OK.

   The selected records are added to the Literature list.

   Note: For more information on adding other selections to the Add Literature dialog box, see the chapter on literature administration in Siebel Applications Administration Guide.

Adding Images for a Product

This task describes how to add images for a product in the Collateral view.

To add images for a product

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on the required product.

3. Click the Collateral tab, then click the Images tab.

4. In the Images form, click the single select button in the Image File Name field.

5. In the Images dialog box, query for and select the required image.

   The image is added to the product record.

   Note: For more information on adding other selections to the Pick Product News dialog box, see the chapter on literature administration in Siebel Applications Administration Guide.

Defining Price Lists

You can use the Price List views to create and maintain an unlimited number of price lists for your products. Using these views, you can:

• Create and update price lists

• Define and update price list names and descriptions

• Create new records based on existing price lists

• Associate products with price lists

• Enter pricing information (such as effective date, terms, and shipping information)

This task is a step in Process of Managing Products.

Creating a Price List

This task describes how to create a price list in the Price List view.

To create a price list

1. Navigate to the Administration - Pricing screen, then the Price Lists, More Info view.

2. In the Price Lists list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Currency	The currency for this price list. The values that appear in the Pick Currency Code dialog box are defined in the Administration - Data, Currencies view.
   Name	The name for the price list.
   Payment Terms	The payment terms of the price list. The values that appear in the Pick Payment Terms dialog box are defined in the Administration - Data, Orders, Payment Terms view.
   Shipping Method	The shipping method for products associated with this price list.
   Shipping Terms	The shipping terms for products associated with this price list.

3. Click the Price List Line Items tab.

4. In the Price List Line Items list, create a new record and complete the necessary fields.

   The products that appear in the Name field and the Add Internal Products dialog box are defined in the Product Administration view. For more information, see Defining Internal Products.

Associating a Price List with a Product

This task describes how to associate a price list with a product in the Price List view.

To associate a price list with a product

1. Navigate to the Administration - Product screen, then the Products view.

2. In the Products list, drill down on a product.

3. Click the Pricing tab, then click the Price Lists tab.

4. On the lower link bar, click Price Lists.

5. In the Price Lists list, create a new record and select the price list.

For more information on adding other selections to the Pick Price Lists dialog box, see Defining Price Lists.

Note: You can also associate images with products so that the images appear in the Products. For more information, see the chapter on basic product administration in Siebel Product Administration Guide.

Managing Competitor Information

Effective sales and marketing requires that your company have up-to-date and consistent information about the competitive landscape. This topic describes how to administer information about competitors and competitive products.

Tracking competitor information inSiebel Life Sciences involves the following steps:

• Creating account records for competitors and selecting the Competitor field. For more information, see Specifying a Competitor.

• Creating records for competitors’ products. For more information, see Defining External Products.

• Adding comparative and competitive literature files to the application. For more information, see the chapter on literature administration in Siebel Applications Administration Guide.

To administer competitor information you must:

• Define company features and product features that can be used to compare your company and its products with those of your competitors. For more information, see the procedures Defining Company Features and Defining Product Features.

• Enter information about competitive products, product and company comparisons, and competitive and comparative literature. For more information, see the procedure Entering Competitor Comparison Information.

Defining Company Features

This task describes how to define company features in the Company Features Administration view.

To define company features

1. Navigate to the Competitors screen, then the Company Features Administration view.

2. In the Company Features list, create a new record and complete the necessary fields.

Defining Product Features

This task describes how to define product features in the Product Features view.

To define product features

1. Navigate to the Administration - Product screen, then the Product Features view.

2. In the Product Features list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Category	The category in which this product feature is classified.
   Product Line	Select the product line of which this product is a part.
   Name	The product feature criterion; for example, Once a Day Formulation.
   Description	A description of the feature, if necessary.

Entering Competitor Comparison Information

This task describes how to enter competitor comparison information in the Competitor Administration view.

To enter competitor comparison information

1. Navigate to the Competitors screen, then the Competitor Administration view.

   The Competitors list appears.

   This list displays every account flagged as a competitor. Note that the Competitor Flag field is checked for every record. For more information on creating competitors, see Specifying a Competitor.

2. In the Competitors list:

   • Select a competitor.

   • Optionally, enter the competitor’s World Wide Web address (URL) in the Home Page field.

3. In the Company Comparison applet, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Feature	The features listed in the Add Competitive Company Features dialog box are defined in the Company Feature Administration view. For more information on adding company features, see Defining Company Features.
   Rank	Enter the numeric rank of the feature as defined by your business process.

Defining Decision Issues

Contacts often raise important issues during a call. Decision issues are the objections a contact can raise when evaluating a product prior to making a prescribing decision. Often these objections are related to the efficacy of the product, its pharmacological properties, the recommended dosage, its safety profile, drug interactions, competitor’s claims, product availability, price and generic substitution.

Using the Decision Issues Administration view, you can:

• Create and edit decision issues within the application

• Enter explanations about specific decision issues and provide instructions to representatives in the field on how to discuss them

• Associate literature and related issues with decision issues

Sales representatives can then use this information to prepare for calls on contacts and accounts. They can also associate decision issues with particular calls, indicating which issues are of concern to particular contacts.

Note: Before you can use the procedures described in this topic, you must first add set up categories. (For general information about setting up categories, see Siebel Order Management Guide.)

This task is a step in Process of Managing Products.

To create a decision issue

1. Navigate to the Administration - Data screen, then the Decision Issues view.

2. In the Decision Issues list, create a new record and complete the necessary fields.

3. Click the Decision Issues Categories tab.

4. In the Categories list, create a new category record.

   The categories determine which users can see and select the decision issue. Users must have access to at least one of the categories in order to see the decision issue.

5. (Optional) Add literature to the decision issue:

   1. Click the Literature tab.

   2. Add literature records to the list.

6. (Optional) Add related issues to the decision issue:

   1. Click the Related Issues tab.

   2. Add decision issue records to the list.

      Only decisions issues that belong to categories to which you have visibility can be added.

Adding Products to Catalogs

When simple and complex products have been created, administrators must add catalog visibility to these products. Starting with Siebel Life Sciences version 7.0.3, products, including samples and promotional items, and lot numbers, need to be associated with catalogs to determine drop-down list visibility. Product catalogs can be assigned to groups of people to control which users can access the products. By adding catalog visibility to products, you allow them to be accessed by different groups of people in your company.

You can further subdivide catalogs into product categories. For example, when you create a catalog, you might want to create a Catalog for cancer drugs and further subdivide this into categories with the same active ingredients.

When creating catalogs, you can also provide effective start and end dates for the categories associated with the catalog. This might be useful if you are providing particular products only at particular times in a clinical trial, for example.

To give a product catalog visibility, you must do the following:

• Creating the Product Catalog

• Creating a Product Category

• Adding Products to Catalogs and Categories

• Adding Access Groups to Catalogs and Categories

For more information about product catalogs and categories, see Siebel Order Management Guide.

For more information about access groups, see Siebel Security Guide.

This task is a step in Process of Managing Products.

Creating the Product Catalog

The following procedure details how to create a product catalog.

To create a product catalog

1. Navigate to the Administration - Product screen, then the Product Catalog list.

2. In the Product Catalog list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the new catalog.
   Description	A description of the catalog.
   Effective Start Date, Effective End Date	The date range between which the catalog is effective.
   Private	Select this check box if you want the catalog to be visible only to users belonging to the access groups associated with it. If the catalog is private, all of its categories will also be private.
   Active	Select this check box if the category is active.
   Sequence	The sequence of this catalog in the list.

Creating a Product Category

You can further group products into product categories under catalogs.

To create a product category

1. Navigate to the Administration - Product screen, then the Product Catalog list.

2. In the Product Catalog list, query for and select the required catalog.

3. Drill down on the link in the Name field.

   The Categories view appears.

4. In the Categories list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the new category.
   Display Name	The display name for the category in drop-down lists.
   Effective Start Date, Effective End Date	The date range between which the category is effective. It is important that you complete these fields, as these dates are checked when you create a quote line item for effective catalogs.
   Usage	Choose the area in which the product will be used.
   Sequence	The sequence of this category in the list.
   Private	Select this check box if you want the category to be visible only to users belonging to the access groups associated with it. If the catalog is private, all of its subcategories will also be private.
   Count	The total number of products in the category and all of its subcategories.

5. Create new product categories and subcategories as required, and indent the new categories under the original catalog to create a category hierarchy if required.

Adding Products to Catalogs and Categories

After you have created product catalogs and categories, you can add products to them.

To add products to catalogs and categories

1. Navigate to the Administration - Product screen, then the Product Catalog view.

2. In the Product Catalog list, query for and select the required catalog.

3. Drill down on the link in the Name field, and select the required category in the Categories list.

4. Click the Categories tab, and then click the Products tab.

5. In the Products list, create a new record.

   The Add Internal Products dialog box appears.

   1. Query for and select the required product in the Add Internal Products dialog box that appears, and then click OK.

      Most of the fields are populated when the product has been selected.

   2. If necessary, enter the sequence in which the products added are to be displayed.

Adding Access Groups to Catalogs and Categories

When you have added products to catalogs and categories, you can add access groups to make the products visible to the required groups of people.

Adding Access Groups to a Catalog

The following procedure shows you how to add access groups to a catalog.

To add access groups to a catalog

1. Navigate to the Administration - Product screen, then the Product Catalog view.

2. In the Product Catalog list, query for and select the required catalog.

3. Drill down on the link in the Name field, and then click the Access Groups tab.

4. In the Access Groups list, create a new record.

   The Add Access Groups dialog box appears.

5. Query for and select the required access group in the Add Access Groups dialog box that appears, and then click OK.

   The remaining fields are populated when the required access group is chosen.

Adding Access Groups to a Category

The following procedure shows you how to add access groups to a category.

To add access groups to a category

1. Navigate to the Administration - Product screen, then the Product Catalog list.

2. In the Product Catalog list, query for and select the required catalog.

3. Drill down on the link in the Name field, and expand the catalog name to select the required category in the Categories list.

4. Click the Categories tab, and then click the Access Groups tab.

5. In the Access Groups list, create a new record.

   The Add Access Groups dialog box appears.

6. Query for and select the required access group in the Add Access Groups dialog box that appears, and then click OK.

   The remaining fields are populated when the required access group is chosen.

Viewing Product Information

The views in the Products screen allow end users to view lists of products and obtain information such as prices, key features, and product defects. The Siebel administrator is responsible for entering information on products, product issues, price lists, and other information displayed in the Products views.

To view product information

1. Navigate to the Products screen, then the Internal Product List view.

2. In the Products list, drill down on a product.

3. Click any tab.

Creating a Product Change Request

End users who receive information about a product change request that has not already been entered in Siebel CRM, can create a product change request.

To create a product change request record

1. Navigate to the Products screen, then the Internal Product List view.

2. In the Products list, drill down on a product, and then click the Change Requests tab.

3. In the Change Requests list, create a new change request record.

   The Add Change Request dialog box appears.

   1. Select a change request in the Add Change Request dialog box that appears, and then click OK.

      The application adds a new record to the Change Requests list.

   2. Complete the following fields in the new change request record:

      • Enter a description in the Summary field.

      • Select the type of request in the Type field.

   3. Drill down on the Change Request hyperlink.

      The Change Request form appears.

   4. In the Change Request form, complete the necessary fields.

Capturing Product Hierarchies for Siebel Medical

To appear in the Siebel Medical inventory detail view, a product must belong to a product hierarchy that has been captured. The following procedure describes how to capture a product hierarchy.

Note: Remember to recapture the hierarchy after editing the relationships between products.

This task is a step in Process of Managing Products.

To capture a product’s hierarchy

1. Navigate to the Administration - Product screen, then the Products view.

2. Select the root products whose hierarchies you want to capture.

   If you select a product that is not a root, that product is ignored. A dialog box lists these ignore records.

3. Click Capture Hierarchy.

   This prepares the product data so that it can be used by the Siebel Medical application to track inventory. It sets Root, Level, and Leaf Level fields based on the product relationships defined by the primary parent product.

Configuring Lot Numbers for Other Products

In the preconfigured application, only products of type Sample, Device, and Equipment can be tracked by lot numbers.

To activate lot number tracking for other types of product

• Use Siebel Web Tools to edit the Lot Tracking Product Types user property of the Internal Product business component.

  For information about the Lot Tracking Product Types user property, see the following table.

  For more information on editing user properties, see Configuring Siebel Business Applications and Using Siebel Tools.

Table User Property for Internal Product Business Component

User Property Name	User Property Value	Description
Lot Tracking Product Types	,ProductType1,ProductType2,ProductType3,..., ProductType is the Language Independent Code (LIC) for the product type you want to track with lot numbers. Value must start and end with a comma and have no spaces between LICs. Example: ,Sample,Equipment,Device,	Enables lot tracking for specified product types.