Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > About Dynamic Transform >

Selecting Asset-Based Promotion Recommendations

Users can effectively up-sell a promotion by recommending a promotion based on installed assets. The recommendation is based on active assets that are not associated to any promotions.

For example, an account has the following assets:

• Broadband Service Promotion
• Broadband Service (tied to Broadband Service Promotion)
• IPTV Service (no promotion association)
• Product A and Product B, Broadband and IPTV Promotion has both Broadband Promotion Service and IPTV Service

If the customer accepts a recommendation for Promotion C, then an order is created with the following line items:

• Broadband and IPTV Promotion has both Broadband Promotion Service and IPTV Service.
• IPTV Service (no promotion association).
• Broadband Service (tied to Broadband Service Promotion). A new instance of Broadband Service is added because the existing instance is associated to Broadband Service Promotion.

To select asset-based promotion recommendations

1. Navigate to Accounts, then Accounts List.
2. Use the vertical navigation buttons or perform a query to find the relevant account.
3. Click Menu and select Recommendations.

   A message window opens listing any available recommendations or notifies you that no recommendations are available for the product.

4. Click to Accept or Reject the recommendation.

   If you Accept the promotion, then the Line Items, Totals view is displayed. The Action field displays Update and the Promotion field displays the name of the added promotion.

Ambiguity Detection and Resolution

Ambiguity among promotions can occur while upgrading, merging, or splitting a promotion. If there is no ambiguity among the promotions to accept, then the promotion is applied to the asset form. For example, if a customer has one Wireless Service promotion in the Installed Assets view and accepts the Millennium Max 500 Package, then the resulting generated line items are as listed in Table 11.

If ambiguity exists, then the assets are carried to the document so that the user can manually remove or associate the promotions. For example, if a customer has two of Wireless Service in the Installed Assets view and accepts the Millennium Max 500 Package (with Min, Max, and Default cardinalities of 1), then clicking OK does not result in distinguishing which Wireless Service will be included. Also, the Recommended Promotion is available in the document in this scenario (the UMF form) without having to re-execute the recommendation. The user manually selects the promotion in the list, as defined in Table 12.

Promotion Relationship can be used to resolve ambiguity. Promotion relationship is a drop-down list derived from rules IDs in promotion components that are defined in the Administration - Product screen, Promotions, Components view. For more information about resolving ambiguity, see Ambiguity Resolution.