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Process of Enabling the Automatic Configuration of Customizable Products

When you enable the automatic configuration of customizable products that are based on a promotion definition, you enable the automatic configuration of the following relationships:

• Promotion bundle and product class relationship
• Promotion bundle and product relationship

You also populate the default settings of the promotion on the line item. You can add a promotion line item to a quote or order in any of the following ways:

• By changing the promotion associated with an existing line item either by selecting the promotion from the promotion picker on an existing line item, or by adding a new promotion line item so that it is associated with an existing line item.
• By accepting a bottom-up recommendation for a product (this option is available when the user clicks Verify or adds products from the Catalog view).
• By upgrading an existing promotion.

NOTE:  In previous versions of Siebel Order Management (earlier than version 8.0.x), when you added a promotion line item to a quote, the existing line items that got associated with the new promotion line item were not automatically configured with the default settings of the new promotion. The default settings of the promotion were populated only when they enter the Siebel eConfigurator session. In addition, the default settings of the promotion were not populated on the existing relationships of the customizable product when they enter the Siebel eConfigurator session.

To enable the automatic configuration of customizable products that are based on a promotion definition, perform the following tasks:

1. Setting Up Siebel Tools for the Automatic Configuration of Customizable Products
2. Setting Up Siebel Business Application for the Automatic Configuration of Customizable Products

See the following topics to learn more about the automatic configuration of customizable products:

• Workflows to Activate for Automatic Configuration of Customizable Products
• Headless Configuration Service
• ISS Promotion Management Service
• Adding a Promotion Line Item