Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > About Dynamic Transform >

Performing a Promotion Dynamic Transform

This topic describes how to perform a promotion dynamic transform. It includes information about adding promotion components, and about transferring promotion components to resolve cardinality issues.

To perform a promotion dynamic transform

1. Navigate to the Accounts screen, then the Accounts List view.
2. Drill down on an account.
3. Click the Account Summary view tab.
4. In the Installed Assets applet, select an asset.
5. Select Dynamic Transform from the menu.

   The Source Promotions applet and the Target Promotions applet are displayed. For more information about the Source Promotions and Target Promotions applets, see Source Promotions Applet and Target Promotions Applet.

6. To add a target promotion, perform the following steps:
   1. Click Add Promotion in the Target Promotions applet.

      The Promotions Upgrades dialog box appears, displaying only promotions having an eligible upgrade path with at least one of the selected source promotions for the account.

   2. Select a promotion.
   3. Click OK.

      The promotion definition appears in the Target Promotions applet.

7. To resolve minimum cardinality issues, you must transfer a promotion component from the source to the target until the Cardinality column in the Target Promotions applet displays a check mark for every line item. To transfer a promotion component, perform the following steps:
   1. In the Source Promotions applet, select the promotion component that you want to transfer.
   2. In the Target Promotions applet, select the target promotion component.
   3. Click Transfer.

      The Quantity field for the promotion component that you transferred increases by the quantity transferred from the source. For more information about the Target Promotions applet and the Cardinality column, see Target Promotions Applet.

   4. Repeat Step a through Step c for the promotion compounding until the value specified in the Quantity field falls between the values specified in the Min and Max fields.

      NOTE:  The Transfer button will be disabled when the Quantity field is equal to the value in the Max field for the line item.

8. Repeat Step 7 until all line items in the Target Promotions applet display a check mark.
9. If you want to remove a promotion component, then perform the following steps:
   1. In the Target Promotion Component applet, select a promotion component.
   2. Click Remove.

      The component that you remove is transferred back to the Source Promotions applet, but is not rebundled into the existing promotion. In the Source Promotions applet, the status of components that are transferred back changes from Transferred to De-bundled.

      NOTE:  The Remove operation does not undo any penalty charges. This is because removing components breaks the promotion.

      Alternatively, you can click Cancel to start over from the original promotion definition.

10. Click Done.

    NOTE:  In cases where source promotions have been debundled or disconnected, and have an Action code of Prompt, Siebel Order Management for Industry Applications will prompt you for an action. For more information, see Specifying the Prompt Action for Debundled Promotion Components.

11. An order summary screen is displayed.

    The Action Code field for each promotion component summarizes the action: add, update, or delete.

12. Click Next.

    NOTE:  In cases where a commitment has been broken, Siebel Order Management for Industry Applications will apply a penalty to the account.