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

Creating New Promotion Group Instances

You can create a new promotion group instance from a promotion group definition by adding it to a quote or order as a line item. You can create a promotion group instance starting from an account, a quote, or an order.

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

Adding a Promotion Group to an Account

To generate a promotion group for an account, follow this procedure.

To add a promotion group to an account

1. Navigate to the Accounts screen, then the Accounts List view.
2. Find the account for which you want to generate a promotion group, and click the link in the Account Name field.
3. If necessary, click the Account Summary view tab.
4. In the Installed Assets list, add a new record.
   • If the Account Type value of the current account is Residential, then an open order is created and displayed in the Sales Order screen, Line Items view, Totals subview.
   • If the Account Type value of the current account is any value other than Residential, then an open quote is created and displayed in the Quotes screen, Line Items view, Totals subview.
5. In the Totals list, add a new record, and select a promotion group definition in the Product field.

   From the selected promotion group definition and its associated membership definitions and reward definitions, your Siebel application generates a promotion group record, along with default membership and reward records, and adds them to the current quote or order as line items.

6. In the link bar of the Line Items view, click Promotion Group Details to display the details of the promotion group.

   For more information, see About the Promotion Group Details View.

Adding a Promotion Group to a Quote or Order

To add a promotion group to an existing quote or order, follow this procedure.

To add a promotion group to a quote or order

1. Do one of the following:
   • To add a promotion group to a quote, navigate to the Quotes screen, then the List view.
   • To add a promotion group to an order, navigate to the Sales Order screen, then the List view.
2. In the List view, select the quote or order to which you want to add a promotion group.
3. Click the Line Items view tab.
4. If necessary, in the view link bar, click the Totals link.
5. In the Totals list, add a new record, and select a promotion group definition in the Product field.

   From the selected promotion group definition and its associated membership definitions and reward definitions, your Siebel application generates a promotion group record, along with default membership and reward records, and adds them to the current quote or order as line items.

6. In the link bar of the Line Items view, click Promotion Group Details to display the details of the promotion group.

   For more information, see About the Promotion Group Details View.

About the Promotion Group Details View

This topic describes the sections of the Promotion Group Details view and how they function together.

Line Items list. This list shows all the line items currently in the quote or order. If a line item is part of a promotion group, then the Promotion Group field displays the name of that promotion group.

If a line that is not part of a promotion group is selected in this list, then the Assets List, the Associated Member form, and the Promotion Group Definition list are empty. If a selected product has attributes, then the Line Item Attributes list is populated regardless of whether that product is part of a promotion group.

Assets List. If the selected line item is a promotion group membership, then the Assets List displays all the assets that can be associated with the selected membership. The listed assets include installed assets and the contents of the Projected Asset Cache, which contains products in the open quote or order.

Account field. The value in this field filters the Assets List contents according to the value of the Owner Account field in the promotion group record, as follows:

• If the ownership of the promotion group is Customer Account, then by default the field value is the account in the quote or order header, and the field is read-only. The Assets List displays all the assets under the root customer account using the Service Account relationship, filtered by the membership domain (in other words, assets generated from the parent products in the membership domain of the selected membership).
• If the ownership of the promotion group is Account Hierarchy, then by default the field value is the account in the quote or order header, and the field is enabled. The available options include the accounts in the account hierarchy of the current promotion group. If you select a different account, then the Assets List is refreshed with all the assets for the selected account, filtered by the membership domain.
• If the ownership of the promotion group is Across Organizations, then by default the field value is the account in the quote or order header, and the field is enabled. Available options include all the account records in your Siebel application. If you select a different account, then the Assets List is refreshed with all the assets for the selected account, filtered by the membership domain.

Associate button. This button is enabled if a membership is selected in the Line Items list and an asset is selected in the Asset List. Clicking this button associates the selected asset with the selected membership, initiating the following actions:

• An association is created between the selected membership and the selected asset.
• The owner, billing, and service accounts of the membership are defaulted to owner, billing, and service accounts of the promotion group or to owner, billing, and service accounts of the associated asset, depending on the value specified in the membership definition.
• The Associated Member form is refreshed.
• If the Validate Member Asset check box is selected in the membership record, then the associated asset is added to the current quote or order as a new line item. If promotion group pricing adjustments are applied to the product, then the Action code will be Update.

Associated Member form. This form displays details about an asset associated with the membership that is selected in the Line Items list. If the selected line item is a promotion group membership with an associated asset, then the form contains the asset information. If the selected line item is a promotion group membership with no associated asset, then the form is empty. If the selected line item is not a promotion group membership, then the form is empty.

Promotion Group Definition list. This list displays the structure and content of a promotion group that is part of the current quote or order, as follows:

• If the selected line in the Line Items list is a promotion group, a promotion group membership, or a promotion group reward, then the list displays the promotion group definition and is read-only.
• If the selected line in the Line Items list is not involved in a promotion group, or if it is a promotion group member, then the list is empty.

Line Item Attributes list. If a membership is selected in the Line Items list, then the list displays the values of the attributes defined for the class in which the selected membership product is included. To modify these values, you click the Customize button above the Line Items list to start Siebel Configurator.