|
Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Defining Product Promotions >
Upgrading Promotions
CSRs can upgrade or downgrade a customer's existing promotions to a new promotions based on upgrade definitions that have been defined by an administrator. This procedure describes how to upgrade promotions using the ISS Promotion Upgrade Process. In Siebel Innovation Pack 2015, Patchset 5 and later, CSRs can upgrade or downgrade a customer's existing promotions using in-memory promotions upgrade. For information about in memory promotions upgrades, see Upgrading Promotions (In-Memory). To upgrade a promotion
- Navigate to Accounts, then use the vertical navigation buttons or search for the relevant account.
- In the Installed Assets view, select the Product to upgrade.
- Click Menu, then Upgrade Promotion. If the product is not eligible to upgrade, then this option is not available.
The Promotion Upgrades window opens. The following table describes the fields.
|
|
Promotion Name |
The name of the Promotion associated with the Product. |
Penalty |
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 |
Choose a prorate plan from the list. 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 Start |
Choose one option:
- Original Start. Starts on the date of the original promotion.
- Now. Starts today.
- Original End. Starts on the end date of the original promotion.
|
Duration |
Choose one option:
- Original Duration. Uses the duration fields that are defined for the original promotion, that is, the promotion from which it is split. The duration fields include Period, Period UOM, Grace Period, and Grace UOM, and are at the Administration screen, Product, Product Promotions, and then the Commitment view.
- New Duration. Uses the duration fields that are defined for the new promotion, that is, the promotion to which it is split. The duration fields include Period, Period UOM, Grace Period, and Grace UOM, and are in the Administration screen, Product, Product Promotions, and then the Commitment view.
|
Eligibility Status |
Status of the eligibility for promotion. |
Eligibility Reason |
A descriptive reason of the eligibility for promotion. |
Reason |
A description of the upgrade offer, for example: Upgrade and receive an additional 200 minutes each month for an additional $2.00 each month. |
Prorated Penalty |
The proportional amount, in currency, to charge if the customer terminates the promotion before the specified end date. To populate this field, the Display Prorate Charge field must be checked in the Promotion Upgrade definition. |
Adjusted Duration |
The duration of the commitment adjusted for the new commitment period in the promotion upgrade. For example, Millennium Max 500 Package has a commitment of 12 months and Millennium Max 200 Package a commitment of 24 months. If the upgrade rule specifies Now as the Commitment Start and New Duration as Duration, then the Adjusted Duration equals 24 months. To populate this field, the Display Commitment field must be checked in the Promotion Upgrade rule. |
Commitment End Date |
The date the customer has agreed to end the commitment to the offer adjusted for the new commitment period in the promotion upgrade. For example, Millennium Max 500 Package has a commitment of 12 months and Millennium Max 200 Package a commitment of 24 months. If the upgrade rule specifies Now as the Commitment Start and New Duration as Duration, then the Commitment End Date equals Today plus 24 months. To populate this field, the Display Commitment field must be checked in the Promotion Upgrade rule. |
|
