Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Adding Membership Definitions to a Promotion Group Definition

Every promotion group definition is associated with specific membership definitions. To add a membership definition to a promotion group definition, follow this procedure.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

To add a membership definition to a promotion group definition

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying the membership definitions.
3. Click the Products view tab.
4. If necessary, in the link bar of the Products view, click the Memberships link.
5. For each membership definition that is covered by the promotion group definition, add a new record to the Memberships list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Product Name	Select a membership product. Products are available in the dialog box if they have a Type field value of Promotion Group Membership.
   Description	Enter a description of the membership definition.
   Min	If a minimum requirement exists, enter the minimum number of associated memberships that the customer must buy to qualify for this promotion.
   Max	If a maximum requirement exists, enter the maximum number of associated memberships that the customer can buy to get the discount for this promotion.
   Default	Enter the default quantity of this membership definition that is included in the promotion group definition if you want to display a default quantity. If the customer selects this promotion group in a quote or order, then the default quantity of all membership definitions in the promotion group is added as line items to the quote or order. This field is optional. If you do not enter a value, then your Siebel application uses the value entered in the Min field as the default value.
   Customizable	Read only. This check box is selected if the membership definition selected in the Product field is a customizable product.
   Validate Member	Select this check box to add the member asset to the quote or order when the membership definition is added. This option is necessary when a promotion group pricing adjustment has been created for the associated asset.
   Delete Member	Select this check box to delete the member asset when the membership definition is disconnected.
   Default Owner Account	This field defines the default membership definition owner account. The values are: Promotion Group Owner Account and Associated Asset Owner Account.
   Default Billing Account	This field defines the default membership definition billing account. The values are: Promotion Group Billing Account and Associated Asset Billing Account.
   Default Service Account	This field defines the default membership definition service account. The values are: Promotion Group Service Account and Associated Asset Service Account.

   The Min and Max fields define the membership cardinality, the cardinality that applies to the association of memberships with promotion groups. Membership cardinality defines how many memberships can be associated with a particular promotion group.

   The Default Owner Account, Default Billing Account, and Default Service account fields define the default accounts for the memberships that are created from this membership definition. These fields can have all the same values or a combination of different values.

   A promotion group owned by a hierarchy or organization might have a large number of memberships, and it might link together assets from multiple different accounts. In such a case, manually changing the accounts of all the assets to the accounts prescribed by the promotion group can be tedious and time-consuming. These fields automate the process. When an asset is associated with a membership at run time, your Siebel application changes the owner, billing, and service accounts of the membership to the accounts in the membership definition.

   If necessary, users can change these default values manually at run time.

6. For each membership definition that is associated with the Promotion Group definition, define the membership domain by adding a new record to the Membership Domain list, and completing the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Product Name	Select the simple product, customizable product, or promotion associated with this membership domain.
   Class	This field displays the product class associated with this membership domain.
   Product Line	This field displays the product line associated with this membership domain.
   Min	This field defines the minimum asset membership definition cardinality. Enter the minimum number of instances of the selected promotion group in which an asset of the product or aggregate in the selected membership domain must be associated with this membership definition.
   Max	This field defines the maximum asset membership definition cardinality. Enter the maximum number of instances of the selected promotion group in which an asset of the product or aggregate in the selected membership domain can be associated with this membership definition.

   The Min and Max fields define the asset membership cardinality, the cardinality that applies to the association of assets with memberships. Asset membership cardinality defines how many product instances can be associated with a particular membership of a particular promotion group.

   As an example, consider a promotion group definition named Connect Family. This promotion group definition includes a membership definition called Sponsor Mobile, which is associated with the Talk 200 membership domain. If the Max field value of the Talk 200 membership domain is 1, then an asset of a Talk 200 membership domain product can be associated with the Sponsor Mobile membership of only one instance of a Connect Family promotion group.

7. If necessary, enter translations of descriptions of the membership definition to be shown in catalogs that are not in the default language. For each language your company supports, add a record to the Translations list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Language Code	Select the language code, for example, select ENU for American English.
   Language Name	After you select the language code, this field displays the name of the language.
   Description	Enter the description to be shown in catalogs and promotion recommendations using this language.