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Defining Merged Promotions

Product administrators can define multiple merge scenarios in which promotions in the grandchild applet are merged into the promotion defined in header applet. Administrators can merge promotion scenarios, for example, by merging an individual wireless bundle into a family plan bundle.

Scenario for Merged Promotions

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

In this scenario a product administrator wants to offer customers bundled promotions at a discount. The administrator merges three promotions: Wireless Bundle, Broadband Offer, and IPTV Offer into the Triple Play Offer promotion, consisting of Wireless, Broadband, and IPTV. Figure 8 illustrates the merging of these promotions.

Figure 8. Merged Promotion

The merger of promotions shown in Figure 8 uses the following logic:

1. Merge Promotion 1 to n to Promotion A.
2. Disconnect Promotion 1.
3. Disconnect Promotion n.
4. Apply Promotion A.

Commitment must be included in the merge definition.

To define merged promotions

1. Navigate to Administration - Product, Product Promotions, Merge, then click New.
2. Enter a meaningful name for this scenario—for example, Family Plan Bundle.
3. Enter a meaningful Description.

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

4. The start date for any agreement item of the new promotion, that is, the promotion to which it is split, is determined by the Aggregate Commitment Start. In the Aggregate Commitment Start field, choose a time to start this merged promotion.
   • Earliest Start: Starts on the earliest date among all the start dates of the original promotions from which they are merged.
   • Earliest End: Ends on the earliest date among all the end dates of the original promotions from which they are merged.
   • Latest Start: Starts on the latest date among all the start dates of the original promotions from which they are merged.
   • Latest End: Ends on the latest date among all the end dates of the original promotions from which they are merged.
5. The duration for any agreement item of the new promotion, to which it is split, is determined by the Aggregate Duration. For information on defining duration, see Defining Promotion Durations.

   In the Aggregate Duration field, choose a duration to run this merged promotion.

   • New Duration: Uses the duration fields that are defined for the new promotion to which it is merged.
   • Original - Maximum: Uses the maximum duration among all the durations of the original promotions from which they are merged, according to the duration fields that are defined for the original promotions. For example, if merging three promotions that have durations of 2 years, 1 year, and 6 months respectively, then the maximum duration would be 2 years.
   • Original - Minimum: Uses the minimum duration among all the durations of the original promotions from which they are merged, according to the duration fields that are defined for the original promotions. For example, if merging three promotions that have durations of 2 years, 1 year, and 6 months respectively, then the minimum duration would be 6 months.
6. In the Promotion view, click New and choose a Promotion from the list.
7. In the Min and Max fields, enter the minimum cardinality and maximum cardinality. Acceptable values are either 0 or 1. For more information about cardinality, see About Cardinality.
8. In the Commitment Start and Duration fields, choose a time to start and end this individual promotion within the merged promotion.
9. 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.
10. Choose a Prorate Plan. Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For more information about prorated plans, see the topic on setting up conditional charge plans in Siebel Field Service Guide.
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.