Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Releasing a Promotion Group Definition


When you created a new promotion group definition record, a version of it named Work Space was automatically created and the Locked check box was automatically selected for the version record. After you finish setting up the promotion group definition, you must release this version and refresh the cache to make the promotion group definition available to users.

Promotion group versions affect only the Start Date, End Date, and Active fields of the promotion group. Every other aspect of promotion groups is uniform for all active versions. You must refresh the cache after making any changes to the promotion group definition.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

To release a promotion group definition

  1. Navigate to the Administration - Product screen, then the Promotion Groups view.
  2. In the Promotion Group Definitions list, select the promotion group definition that you want to release.
  3. Click the Versions view tab.
  4. In the Versions list, select and lock the Work Space record, and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Start Date

    Enter the date for the promotion group definition to become available.

    Active

    Select this check box to make the promotion group definition available.

  5. Click Release New Version.

    Your Siebel application creates a numbered, active version record with the Start Date value you entered in the Work Space version.

  6. From the Versions form menu, select Refresh Cache.
Siebel Order Management Guide Addendum for Communications Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.