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Configuring the Edit Promotion Product Selection


The behavior described in this topic applies to components of a bundled promotion that are defined as aggregates. When a user selects a promotion in the Sales Order screen, Line Items view, then clicks the Line Items list Menu button and chooses Edit Promotion, your Siebel application displays a view in which you can edit the promotion. In this Edit Promotion view, by default, users can select nonprimary product line products. However, queries involving nonprimary product lines can adversely affect performance for product lines that involve large quantities of data. You therefore have the option of disabling this behavior.

To disable Edit Promotion product selection, follow this procedure.

To disable Edit Promotion product selection

  1. Log in to Siebel Tools.
  2. Query for the ISS Promotion Related Product VBC business component.
  3. Navigate to the Business Component user properties.

    NOTE:  By default, not all object types are visible in the Object Explorer. For information on how to show and hide object types, see the topic on showing and hiding object types in the Object Explorer in Using Siebel Tools.

  4. Select the CompProdLn Multi Value Search user property.

    The default value of this user property is Y. This value enables nonprimary product line product selection in the Edit Promotion user interface.

  5. To disable nonprimary product line product selection in the Edit Promotion user interface, change the value of the CompProdLn Multi Value Search user property to N.
  6. Compile the changes.
  7. Copy the compiled SRF to the Siebel Server and restart your Siebel application.

For more information about changing user property values, see Using Siebel Tools.

Scenario for Using Edit Promotion Product Selection

This topic gives one example of how Edit Promotion product selection might be used. You might use Edit Promotion product selection differently, depending on your business model.

At design time, a product administrator creates one product line named Blackberry and another product line named Smart Phones. Next, the administrator creates a new product named Blackberry Bold. The administrator adds the Blackberry Bold product to the Blackberry product line as the primary product line. The administrator then adds the Blackberry Bold product to the Smart Phones product line.

Next, the administrator creates a bundled promotion named Blackberry Promotion Primary. To this bundled promotion, the administrator adds the Blackberry product line as an aggregate component. Then the administrator creates another bundled promotion named Blackberry Promotion Nonprimary. To this bundled promotion, the administrator adds the Smart Phones product line as an aggregate component.

At run time, a sales representative creates a sales order or quote and adds the Blackberry Promotion Primary bundled promotion as a line item. With the Blackberry Promotion Primary line selected, the sales representative clicks Edit Promotion. In the Edit Promotion view, the sales representative clicks Add. Because Blackberry is the primary product line for the Blackberry Bold product, Blackberry Bold is selectable.

The sales representative then creates another sales order or quote and adds the Blackberry Promotion Nonprimary bundled promotion as a line item. With the Blackberry Promotion Nonprimary line selected, the sales representative clicks Edit Promotion. In the Edit Promotion view, the sales representative clicks Add. Depending on the setting of the CompProdLn Multi Value Search user property, one of the following behaviors occurs:

  • If the value of the CompProdLn Multi Value Search user property is set to N, then the Blackberry Bold product is not selectable in the Edit Promotion view when configuring the bundled promotion. This is because Smart Phones is not the primary product line for the Blackberry Bold product.
  • If the value of the CompProdLn Multi Value Search user property is set to Y, then the Blackberry Bold product is selectable in the Edit Promotion view when configuring the bundled promotion, even though Smart Phone is not the primary product line for the Blackberry Bold product. This is because the selection is not limited to primary product line products.
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