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Defining Component-Level Commitments

This topic describes how to set up and manage promotion component-level commitments. This topic covers the following subjects:

• Defining Commitments for Promotion Components
• Defining Component Commitments for Relationships
• Defining Component Commitments and Agreement Items
• Disconnecting Component Commitments
• Scenario for Deleting a Promotion Containing a Committed Component
• About Penalty Component Charges for Commitments

Defining Commitments for Promotion Components

You can define commitments for components of a promotion.

To define commitments for promotion components

1. Navigate to the Administration - Product tab, then Product Promotions.
2. Select the relevant promotion and click the Products view tab.
3. If necessary, click Components in the view link bar.
4. In the Components list, select the promotion component for which you want to define a commitment.
5. In the component record, complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Commitment Period Commitment Period UOM	These fields define the number and unit of measure for the duration of the commitment. For example, entering 6 in the Commitment Period field and selecting Months in the Commitment Period UOM field specifies a duration of six months for the commitment.
   Termination Charge	The amount, in currency, to charge if the customer terminates the promotion before the specified end date. The national currency and date of exchange rate can be set in the dialog box.
   Prorate Plan	Select a prorate plan from the list. If a prorate plan is not selected, then the entire termination charge is added to the penalty for early termination. Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For information on prorated plans, see the topic on setting up conditional charge plans in Siebel Field Service Guide.
   Commitment	When selected, indicates that disconnecting the component will also disconnect the promotion.
   Apply Component Charge	When selected, adds the penalty for this component when the promotion is disconnected. When a promotion is disconnected, the penalty from all of its components and component relationships that have the Apply Component Charge flag set to Y are aggregated. When a promotion component or subcomponent is disconnected, the penalty from all the subcomponents that come under it that have the Apply Component Charge flag set to Y are aggregated.

According to their respective settings in the promotion component records, the Commitment flag and the Apply Component Charge flag interact to generate penalty charge amounts when promotion components are disconnected. For more information, see About Penalty Component Charges for Commitments.

Defining Component Commitments for Relationships

You can define commitments for components of a customizable product that is in turn a component of a promotion.

To define component commitments for relationships

1. Navigate to the Administration - Product tab, then Product Promotions.
2. Select the relevant promotion and click the Products view tab.
3. If necessary, click Components in the view link bar.
4. In the Components list, select a customizable promotion product with a component for which you want to define a commitment, and click the link in the Product Name field.

   Only products that have Structure Type set to Customizable are linked.

5. In the Relationships list, select the promotion component for which you want to define a commitment.
6. In the Commitment form, complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Commitment Period Commitment Period UOM	These fields define the number and unit of measure for the duration of the commitment. For example, entering 6 in the Commitment Period field and selecting Months in the Commitment Period UOM field specifies a duration of six months for the commitment.
   Termination Charge	The amount, in currency, to charge if the customer terminates the promotion before the specified end date. The national currency and date of exchange rate can be set in the dialog box.
   Prorate Plan	Select a prorate plan from the list. If a prorate plan is not selected, then the entire termination charge is added to the penalty for early termination. Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For information on prorated plans, see the topic on setting up conditional charge plans in Siebel Field Service Guide.
   Apply Component Charge	When selected, adds the penalty for this component when the parent component is disconnected.

Defining Component Commitments and Agreement Items

Agreements can be created when a user auto-assets a promotion. Agreements are used to calculate the penalty when the assets are disconnected. Agreement items with charges are generated for each commitment period and commitment period item. Administrators can define and modify the terms of agreements.

To define component commitments and agreement items

1. Navigate to the relevant promotion and component product records, for example, through the Administration - Product screen.
2. In the promotion record, do the following:
   1. Set the Track As Agreement flag to Y.
   2. Enter the appropriate values in the Penalty and Duration fields.
3. In each component product record, set the Apply Component Charge flag to Y.

   At run time, an agreement line is created during the auto-asset process. One agreement is created for each promotion, promotion component, and subcomponent. Users can modify the terms of these agreements by setting or changing the agreement terms, including Start Date, End Date, Effective Date, a Plan, the Amount, and descriptive Reason.

Disconnecting Component Commitments

A user can disconnect promotion components and accept or reject any prorated penalty.

To disconnect component commitments

1. Navigate to the Accounts tab, then Accounts List view.
2. Select the relevant account.
3. Find the account for which you want to disconnect a promotion component, and click the link in the Name field.

   The Account Summary view appears.

4. In the Installed Assets list, select the component to disconnect and click Disconnect.

   The disconnect process checks the following conditions:

   • Checks whether the component is associated with a promotion.
   • If the component is associated with a promotion, then checks whether the promotion and the asset generate a promotion violation. A promotion violation can be caused by commitment and cardinality.

     If a violation is generated, then a message notifies the user of any penalty and asks whether the user wants to accept or reject the penalty. If the user clicks Reject, then the disconnection is canceled. If the user clicks Accept, then the penalty charges are applied. For more information on configuring penalty charges, see Configuring the Workflow for Promotion Penalties.

     NOTE:  By default, when promotion components are disconnected, your Siebel application detects any commitment violations. This behavior can be disabled by setting the Enable Component Commitment Check process property to any value other than Y in the ISS Promotion Disconnect Integration SubProcess workflow.

Scenario for Deleting a Promotion Containing a Committed Component

This scenario gives one example of how promotion component commitment check might be used. You might use this feature differently, depending on your business model.

A product administrator defines a promotion called Triple Play - Gold, with Broadband, VoIP Phone, and IPTV as component products. Broadband has a commitment period of twelve months, whereas VoIP Phone has a commitment period of six months.

To enforce the commitment, the administrator selects the following check boxes:

• Track as Agreement in the promotion header
• Commitment field for each component in the Components list
• Apply Component Charge field for each component in the Components list

A subscriber to the Triple Play - Gold promotion is not satisfied with the usage charges and phones the call center to request to be disconnected from VoIP Phone. The call is routed to the customer service representative (CSR), who sees the account information in a pop-up window. The CSR selects VoIP Phone and clicks Disconnect.

The disconnect process verifies that the component is associated with a promotion, and that the promotion and the asset each trigger a promotion violation (Commitment flag is set to Yes). The disconnect process also verifies that penalty charges are applied for both the promotion disconnection and the component disconnection (Apply Component Charge flag is set to Yes). Disconnecting the component triggers an alert to the CSR, warning of the penalty for early disconnection. If the customer accepts the penalty, then the promotion and the component are disconnected.

About Penalty Component Charges for Commitments

This topic shows the interactions of Commitment flag settings and Apply Component Charge flag settings when promotion components are disconnected.

When the Commitment check box is selected, it indicates that disconnecting the component also disconnects the promotion. When the Apply Component Charge check box is selected, it adds the penalty for this component when the promotion is disconnected.

The following tables illustrate the effects of the various combinations of settings for these check boxes for a promotion with components. Table 9 shows the promotion, its components, the Commitment flag and Apply Component Charge flag settings for each component, and the penalty disconnect charges for the promotion and each component.

Table 10 shows the itemized penalty amounts and the total penalty amount for disconnecting each component, resulting from the Commitment flag and Apply Component Charge flag settings for those components. The columns numbered 1 through 5 represent the penalties from Table 9.