Manually Associating Subcategories with Accounts

You can manually associate subcategories with accounts.

This task is a step in Process of Defining SVP Hierarchies.

To manually associate a subcategory with accounts

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

2. In the All Categories list, select the subcategory that you want to associate with accounts.

3. Drill down on the Category Name field hyperlink for the subcategory.

   The SVP Category Details view appears.

4. From the visibility filter, select SVP Category Accounts.

5. Scroll down to the Accounts list and create a new account record.

6. In the Pick Account dialog box, select the accounts that you want to associate with the subcategory, and click Add.