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

  The following table shows the Standard Product Hierarchy along with the prebuilt alternative 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.

5. For each lower level in the hierarchy, create a new record in the Category list, and repeat Step 4.

6. Set the relationships between the levels by using the Demote level button.

7. For the lowest level in the hierarchy only, click the Products link under the Categories tab.

8. 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.