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Editing a Bundled Promotion

You can edit the details of a bundled promotion that has been added to a quote or order as a line item. A single view displays both the administration-time information (the promotion definition) and the run-time information (the promotion instance component line item) of a promotion. This view enables you to perform the following operations:

• Add more products as allowed by the existing promotion to the customer
• Update the quantity of a product that is already associated with the customer
• Configure a product that is already attached to the customer
• Show pricing information
• Delete a product
• Validate a promotion definition

To edit a bundled promotion

1. Do one of the following:
   • Navigate to the Quotes screen, and then the List view.
   • Navigate to the Sales Orders screen, and then the List view.

     CAUTION:  These are the only valid ways to navigate to the view where you can edit a bundled promotion. Accessing an editable promotion record requires the context of an associated quote or order. Consequently, navigating to the Edit Promotion view by any other route, for example, by using the History functionality or the Back and Forward buttons of the Web browser, might cause a malfunction or data loss.

2. Select a quote or order with a bundled promotion line item that you want to edit, and do one of the following:
   • If the record is a quote, then in the Quotes list, click the link in the Name field.
   • If the record is a sales order, then in the Sales Orders list, click the link in the Order # field.
3. Click the Line Items view tab, and in the Line Items list, select the bundled promotion you want to edit.
4. From the Line Items list menu, choose Edit Promotion.

   The Edit Promotion view displays several regions, as follows:

   • The Edit Promotion list region displays a header followed by one or more areas for each component of the promotion. The sort order of the components is set in Defining User Interfaces for Bundled Promotions. Each component area defines a promotion instance component line item. Each component area consists of a rule record and a component record.
   • For reference, a Line Items list region displays all the line items of the quote or order. Below it, a Messages list region displays generated messages, if any, from editing activities on the current promotion.
5. In the header area of the Edit Promotion list, view and edit aggregate information for the promotion.

   This region shows the name of the promotion and the fields described in the following table.

   Field	Comments
   Total NRC	Read only. Shows the rolled-up total of nonrecurring (one-time) prices for this promotion instance.
   Total MRC	Read only. Shows the rolled-up total price for all components of this promotion instance that will be billed each month.
   Promotion Qty	Accept the current value, or enter a new number of one (1) or greater to change how many instances of this promotion are associated with the current quote or order. NOTE:  A zero (0) value is not valid in this field. If you click Save, then an error message appears. If you click Done, then no error message is generated, but the quantity change is ignored.

6. In each rule record, perform the following actions:
   1. View the setup information for this component.

      The rule record shows the name of the promotion component and the read-only fields described in the following table.

      Field	Comments
      Min	Minimum quantity of this component that can be included in the promotion instance.
      Max	Maximum quantity of this component that can be included in the promotion instance.
      Default	Default quantity of this component that is included in the promotion instance when it is added to the quote or order.
      cardinality icon	A visual indicator of whether the quantities in the associated component records are valid (indicated by a check mark icon) or invalid (indicated by an x icon) according to the promotion definition. For more information about these indicators, see Step c.

      CAUTION:  If you submit a quote or order that includes a promotion with a cardinality violation, then the quote or order is processed. An error message is generated only when you validate the promotion. Therefore, before submitting an order to the fulfillment system, validate each associated promotion, and fix any cardinality errors.

   2. To add another component record, click Add in the rule record.

      For a single component, the Add Product dialog box displays a list of products that you can add as components according to the current rule. For an aggregate component, the selection of records is defined by the Display Control settings in the user interface definition of the bundled promotion. For more information, see Defining User Interfaces for Bundled Promotions.

   3. In the Add Product list, specify the quantities of the products you want to add, and then click Add.

      The Edit Promotion view reappears with the specified products added to the component region as additional component records under the rule record. Cardinality validation occurs automatically. In the Edit Promotion view header, the values in the Total MRC and Total NRC fields are automatically increased or decreased by the changes you made to the components.

7. In each component record, perform the following actions:
   1. Complete the fields as required.

      The component record is identified by the name of the component product, with a link that enables you to drill down to the product record. Some fields of the component record are described in the following table.

      Field	Comments
      MRC Price	Read only. Price of this component that will be billed monthly. If the form contains multiple items (that is, if the Item Quantity field is set to more than 1), then this field shows the rolled-up price for all items.
      NRC Price	Read only. Nonrecurring or one-time price of this component. If the form contains multiple items (that is, if the Item Quantity field is set to more than 1), then this field shows the rolled-up price for all items.
      Item Quantity	Optionally, to add or remove promotion line items that are the same as the current one, change the number in the this field. Depending on component cardinality, the Item Quantity field might be displayed or hidden.

   2. Complete the action by clicking one or more of the links described in the following table.

      Button	Action
      Update	Confirms the change you specified in Step a.
      Delete	Deletes the component from the promotion instance.
      Customize	Visible only if the component is customizable. This link starts a Siebel Configurator session to customize the component. For information about customizing products with Siebel Configurator, see Siebel Product Administration Guide.

      In the Edit Promotion view header, the values in the Total MRC and Total NRC fields are automatically increased or decreased by the changes you make to the components.

8. To process any messages generated by editing this promotion, do one of the following:
   • To view messages for the entire promotion, in the Sales Order or Quote header form, click the Menu button and choose Verify.

     All messages that apply to the promotion appear in the Messages list. In the Messages list, select a message, read it, and take the appropriate action. If a cardinality icon indicates a violation but no corresponding message appears in the list, click Validate to generate the message. After taking corrective action, click Validate again to clear the message.

   • To view messages for a single line item of the promotion, in the Line Items list, select an item, click the Menu button, and choose Verify.

     Any message that applies to the selected promotion line item appears in a Messages pop-up window. Read the message, click Close, and take the appropriate action.

9. In the Edit Promotion view header, perform the following actions:
   • To save the changes you made in the Edit Promotion view, click Save.
   • Optionally, to double-check that the cardinality quantities of the components are valid according to the promotion definition, click Validate.
   • To commit the changes you made in the Edit Promotion view and return to the Line Items list, click Done.