Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Creating Promotion Groups >

Adding Memberships to a Promotion Group

When you generate a promotion group, your Siebel application adds the default memberships that are defined by the membership definitions associated with the promotion group definition. You can also add other memberships to the promotion group.

This task is a step in Process of Creating Promotion Groups.

To add a membership to a promotion group

1. Do one of the following:
   • To access a promotion group in an open quote, navigate to the Quotes screen, then the List view.
   • To access a promotion group in an open order, navigate to the Sales Order screen, then the List view.
2. In the List view, select the quote or order that includes the promotion group to which you want to add a membership.
3. Click the Line Items view tab.
4. In the link bar of the Line Items view, click Promotion Group Details.
5. In the Promotion Group Definition list, select a membership record.
6. Click Add.
7. In the Pick Products dialog box, select the membership to add to the current promotion group.
8. In the Order Qty field, enter a number of the selected memberships to add to the order, and click OK.

   The membership is added to the Line Items list.