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Siebel Order Management Guide > Creating a Quote or Sales Order > Defining Product Promotion Actions >
Defining Promotion Upgrade Aggregate
Product administrators can use Upgrade Aggregate to define upgrades to a group of promotions by using Product Line and Product Class. In this way, administrators do not need to list all promotions when defining upgrade scenarios. Product administrators can define commitment and charge proration rules as part of the promotion upgrade definition. During the promotion upgrade process, it is important that the user or customer is informed about the commitment and charge associated with the upgrade offers so that the customer can make a well-informed decision. Scenario for Promotion Upgrade Aggregate
This scenario gives one example of how promotion upgrade aggregate might be used. You might use this function differently, depending on your business model. A product administrator defines promotion Plan with Handset. In the promotion upgrade definition, the Aggregate view includes a list of the product lines or product classes to which this promotion can upgrade or downgrade. In Scenario 1, the product administrator can specify in the header the promotions that can be upgraded. The Target Promotion is read-only and is defaulted based on the promotion in the header. For example, promotion Product Line "Plan with Handset" may include the following promotions:
- 1-year individual plan
- 2-year individual plan
The product administrator can specify that all promotions in Product Line "Plan with Handset" may upgrade to the Voice and DSL Bundle promotion by making the following specifications:
- Voice and DSL bundle in the header.
- In Upgrade From, Target Promotion defaults to Voice and DSL Bundle. Product Line is set to Plan with Handset.
In Scenario 2, the product administrator can specify in the header the promotions to which the active promotion can be upgraded. The Original Promotion is read-only and is defaulted based on the promotion in the header. For example, promotion Product Line "Plan with Handset" may include the following promotions:
- 1-year individual plan
- 2-year individual plan
A product administrator can specify that the Voice and DSL Bundle promotion can be downgraded to any product in Product Line "Plan with Handset" by making the following specifications:
- Voice and DSL bundle in the header.
- In Upgrade To, the original promotion defaults to Voice and DSL Bundle. Product Line is set to Plan with Handset.
The customer service representative (CSR) can view and accept any upgrade or downgrade promotions in the employee-facing applications. In this scenario, after the product administrator defines the promotion, a subscriber of promotion Millennium Max 500 Package is not satisfied with the usage charges and calls into the call center to request a plan upgrade. The call gets routed to the CSR, who sees the account information in a screen-pop. The CSR recognizes that the customer currently has the Millennium Max 500 Package, highlights the existing promotion, and clicks Upgrade Promotion in the Menu. The CSR reads the available upgrades and downgrades in a screen-pop. The promotion list includes all promotions derived in the Component (Original) and Aggregate (Target) definition. To define promotion upgrade aggregate
- Navigate to Administration - Product, Product Promotions.
- Select the Name of the promotion that you want to upgrade.
- Click the Upgrade tab and then Aggregate.
- If not already associated, associate one or more promotions with the product line.
- Navigate either to Administration - Product, then the Product Lines view or navigate to Administration - Product, then the Products view.
- In the Product Line field, click the multiple select button to open the Product Lines dialog box. In the Available list, add one or more product lines to the Selected list and click OK.
- Release the promotion. Navigate to Product Promotions, Versions and click Release New Version.
- Navigate to Product Promotions, Upgrade, and then the Aggregate view. The Aggregate view includes a list of the product lines to which this promotion can upgrade. You can define multiple product lines.
- Optionally, instead of a product line you can use a product class in the Aggregate view. Product Line and Product Class are mutually exclusive. To use a product class with a promotion, associate Promotion with Product Class in the Product Definition view. For information about product classes, see Siebel Product Administration Guide.
- In the Upgrade From view, select the promotion to upgrade. You can use any promotion within the Product Line. Any promotion in the product line can be upgraded to the parent promotion.
NOTE: You cannot specify aggregate in both the original and target promotions.
- In the Upgrade To view, enter the promotion upgrade requirements. The following table describes the fields.
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Product Line |
Include all products of the selected product line in the promotion. |
Class |
Include all products of the selected product class in the promotion. |
Commitment Start |
Choose one option:
- Original Start: Starts on the date of the original promotion, that is, the promotion from which it is split.
- Now: Starts today.
- Original End: Ends on the end date of the original promotion from which the new promotion is split.
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Duration |
Choose one option:
- Original Duration: Uses the duration fields that are defined for the original promotion, that is, the promotion from which it is split from. The duration fields include Period, Period UOM, Grace Period, and Grace UOM, and are at the Administration screen, Product, Product Promotions, and then the Commitment view.
- New Duration: Uses the duration fields that are defined for the new promotion, that is, the promotion to which it is split. The duration fields include Period, Period UOM, Grace Period, and Grace UOM, and are in the Administration screen, Product, Product Promotions, and then the Commitment view.
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Penalty |
The amount, in currency, to charge if the customer terminates the promotion before the specified end date. The national currency and date of exchange rate can be set in the dialog box. |
Prorate Plan |
Optionally, choose a prorate plan from the list. Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For information on prorated plans, see the topic on setting up conditional charge plans in Siebel Field Service Guide. |
Reason |
A description of the upgrade offer, for example: Upgrade and receive an additional 200 minutes each month for an additional $2.00 each month. |
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