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Defining Split Promotions

Product administrators can split a single promotion into separate promotions, for example, by splitting broadband, VoIP, and wireless into three individual promotions.

Scenario for Defining Split Promotions

This topic gives one example of how defining split promotions might be used. You might use defining split promotions differently, depending on your business model.

In this scenario, a customer has a merged promotion, called Triple Play Offer, which contains three promotions: Wireless, Broadband, and IPTV. When split, the Triple Play Offer becomes three individual promotions: Wireless Bundle, Broadband Offer, and IPTV Offer. Figure 6 illustrates the split promotion.

Figure 6. Split Promotion

The split shown in Figure 6 uses the following logic:

1. Split Promotion A to Promotion 1, 2...N.
2. Disconnect Promotion A.
3. Apply Promotion 1.
4. Apply Promotion 2...
5. Apply Promotion N.
6. Apply sequence must be included in the split definition.
7. Commitment must be included in the split definition.

Sequence is used to determine ambiguity. For example, the Triple Play Offer promotion (which includes Wireless, Broadband, and IPTV) is split into two promotions:

• The Wireless + Broadband Bundle promotion, which includes:
  • Wireless
  • Broadband
• The IP + Broadband Offer promotion, which includes:
  • Broadband
  • IPTV

Broadband Service is available in both target promotions. Apply Promotion attempts to fulfill, based on the split sequence. If Split Sequence is Wireless+BB (1) and IP+BB (2), then Broadband is assigned to Wireless+BB after the split. If Split Sequence is Wireless+BB (2) and IP+BB (1), then Broadband is assigned to IP+BB after the split. Apply Commitment is similar to Upgrade, see Defining Promotion Upgrade Components. Figure 7 illustrates this split sequence.

Figure 7. Split Promotion Sequence

To define split promotions

1. Navigate to Administration - Product, Product Promotions, Split, then click New.
2. Create a new record and complete the necessary fields. Use a meaningful name for the split promotion—for example, VoIP Promotion.
3. Optionally, enter a Description.
4. In the Penalty field, enter an amount in currency to charge if the customer cancels the promotion before its designated end. You can change the national currency and date of exchange rate in the dialog box.
5. Optionally, choose a Prorate Plan from the list. Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For more information on prorated plans, see the topic about setting up conditional charge plans in Siebel Field Service Guide.
6. In the Sequence view, click New and enter a Sequence number.
7. Choose a Promotion from the list.

   NOTE:  When the Track As Agreement flag for the promotion is checked, the use of Commitment Start and Duration are related to the creation of agreements for the new promotion.

8. The start date for any agreement item of the new split promotion is determined by the commitment start. In the Commitment Start field, choose a time to start this individual promotion from one of the following options:
   • Original Start: Starts on the date of the original promotion from which it is split.
   • Now: Starts today.
   • Original End: Ends on the end date of the original promotion from which it is split.
9. The duration for any agreement item of the new promotion (the promotion to which it is split) is determined by the Duration. The duration is the difference between the start date and the end date. For information on defining duration, see Defining Promotion Durations. Choose a duration from the following options:
   • Original Duration: Uses the duration fields that are defined for the original promotion from which it is split.
   • New Duration: Uses the duration fields that are defined for the new promotion to which it is split.
10. Optionally, enter a descriptive Reason for creating this split promotion.
11. To activate, navigate to Administration - Application, then System Preferences. Set All Assets to Y or Yes. Customers may choose to selectively activate or deactivate this behavior in specific scenarios (for example to modify or upgrade, and so on) by toggling the value of All Assets in the workflow steps used in that particular scenario. By default, the value of the All Assets system preference is passed into each workflow step.