Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Defining Product Promotions >

Defining Promotion Component Actions

Product administrators can define which action a promotion component gets when it is debundled from a promotion. A component can be debundled from a promotion as a result of one of the following events:

• A promotion disconnect. When this occurs, all the promotion components are debundled.
• A promotion upgrade to a target promotion to which the component can be transferred.
• A promotion split into two or more target promotions to which the component cannot be transferred.
• A promotion merge into a target promotion to which the component cannot be transferred.

Administrators can define the action assigned to a product when it is debundled from a promotion. The actions are as follows:

• Disconnect. When the component action is Disconnect, if the component is debundled, then it will have an action code of Delete.
• Modify. When the component action is Modify, if the component is debundled, then it will have an action code of Update.
• Prompt. When the component action is Prompt, if the component is debundled, then the CSR will be prompted to choose between Disconnect and Modify.

Scenario for Defining Promotion Disconnect Actions

This scenario gives one example of how promotion disconnections might be used. You might use this function differently, depending on your business model. A product administrator defines promotion Millennium Max 500 Package. In the Products tab (in both the Components and Aggregate views), the product administrator can a Disconnect Action option for each component.

• Disconnect. When Disconnect is specified in the Disconnect Action field, the instances associated with the relationship are disconnected when the promotion is disconnected. This action is useful for products or services that the client receives as a benefit of accepting a promotion. For example, when a customer signs up for a two-year contract, the customer might get 100 free SMS messages for each month. If the promotion is disconnected, then the benefit of 100 free SMS messages must also be removed.
• Modify. When Modify is specified in the Disconnect Action field and when the CSR disconnects the promotion, the promotion component is disassociated from the promotion and effectively gets a Update action code. This action is useful if the service provider wants to allow promotions to be debundled but services in the promotion to be retained.
• Prompt. When Prompt is specified in the Disconnect Action field and the instance of the component is debundled from the promotion, the CSR is prompted to choose whether to keep or disconnect the component.

To define promotion component actions

1. Navigate to Administration - Product, Product Promotions, and then the Products view.
2. Select the Product Name.
3. Select an option from the Action drop-down list.

Specifying the Prompt Action for Debundled Promotion Components

At run time, whenever a prompt case is detected as part of a promotion disconnect, the De-bundled Component Instances applet is displayed. This applet lists all of the debundled components. Each component requiring an action will have an exclamation point (!) in the exclamation point (!) column. Before continuing with the disconnect, users must select an action for all rows with exclamation points.

To specify actions in the De-bundled Component Instances applet

1. Select a row that has an exclamation point (!) in the ! column.
2. In the Action column, select Modify or Disconnect.
3. Repeat Step 1 and Step 2 for each row with an exclamation point in the exclamation point (!) column.
4. Click Done.