Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Creating Promotion Groups >

Associating Assets with a Promotion Group Membership


You can associate an asset with a promotion group membership. The associated asset becomes a member of the promotion group. Depending on the account ownership of the promotion group, the asset can be an existing asset in the same account hierarchy, an existing asset in a different account hierarchy, or a new asset.

This task is a step in Process of Creating Promotion Groups.

To associate an asset with a promotion group

  1. Do one of the following:
    • To access a promotion group in an open quote, navigate to the Quotes screen, then the List view.
    • To access a promotion group in an open order, navigate to the Sales Orders screen, then the List view.
  2. In the List view, select the quote or order that includes the promotion group with which you want to associate assets.
  3. Click the Line Items view tab.
  4. In the view link bar, click the Promotion Group Details link.

    The Line Items list of the Promotion Group Details subview shows all the lines currently in the quote or order.

  5. In the Line Items list, select a promotion group membership with which to associate an asset.

    Some fields in the Line Items list are described in the following table.

    Field
    Comments

    Promotion Group

    If the line item is part of a promotion group, for example, a membership, then this field displays the name of that promotion group.

    Owner Account

    Membership owner account. The default value is the owner account of the type designated by the administrator when the membership definition was set up. The value can be either the owner account of the promotion group or the owner account of the associated asset.

    When you select a line item that is a promotion group membership, the Assets List displays the assets that can be associated with that membership. These assets include assets that are already installed and assets that can be associated with the selected membership in the open quote or order.

  6. In the Account field above the Asset List, select the account that owns the asset.

    The value of the Account field above the Assets List is determined by the Owner Account field value in the promotion group record. The Account field value controls the display in the Asset List, as described in the following table.

    If the promotion group owner account is...
    The Account field...
    Comments

    Customer Account

    Has a default value of the quote or order account and is read-only.

    The Assets List displays all the assets for the promotion group owner account.

    Account Hierarchy

    Has a default value of the quote or order account and is enabled.

    You can select any account in the owner account hierarchy. The Assets List displays all the assets for the selected account.

    Across Organizations

    Has a default value of the quote or order account and is enabled.

    You can select any account in your Siebel database. The Assets List displays all the assets for the selected account.

    Additionally, for all options, the displayed assets are filtered by the Membership Domain value. In other words, all assets are displayed whose parent products are in the membership domain of the selected membership.

  7. In the Asset List, select the asset that you want to associate with the selected membership, and click Associate.

    Your Siebel application associates the asset with the current promotion group membership. If the Validate Member flag in the associated membership is set to Yes, then the selected asset is added to the Line Items list.

    If a pricing adjustment for this membership has been defined by the administrator, then the adjustment is applied at this time, and it is displayed in the Pricing Waterfall. If the Validate Member Asset flag is selected in the membership definition when you associate the asset with the membership, then the asset is brought into the quote or order and repriced.

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