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Siebel Order Management Guide > Creating a Quote or Sales Order > Process of Enabling the Automatic Configuration of Customizable Products > Adding a Promotion Line ItemThe behavior of Siebel Order Management when it adds a promotion line item to a quote or an order when the Siebel CRM system preference Promotion Automatch is set to Y is different from when Promotion Automatch is set to N:
NOTE: This behavior applies whether modifying, upgrading, or recommending a promotion. If a conflict occurs when adding a promotion line item to a quote, an order, or a customizable product, then Siebel CRM automatically reverts to the previous product definitions. Example: Adding a Promotion Line ItemThis example shows the expected output when you apply a promotion to a customizable product that is based on the Promotion Automatch argument value, which can be set to either Default Cardinality or Min Max Cardinality. In this example:
Figure 9 shows a product named CP1 with the following structure: CP1 has four simple product relationships defined (SP1, SP2, SP3, SP4) and a Product Class named Class 1. A further three simple product relationships (SP5, SP6, SP7) are defined and associated with Class 1. Class 1 is associated with an attribute that has the values {Red, White, Black}. NOTE: The relationships SP1 to SP4 have Domain Type set to Product. The Class 1 relationship has Domain Type set to Class. Figure 9 shows a promotion named Promo1, where CP1 has the following structure: CP1 has four simple product relationships defined (SP1, SP2, SP3, SP4) and a Product Class named Class 1. A further two simple product relationships (SP5, SP7) are defined and associated with Class 1. For SP1, Min is set to 3, Max is set to 6, and Default is set to 4. For SP2, Min is set to 0, Max is set to 0, and Default is set to 0. For SP3, Min is set to 1, Max is set to 3, and Default is set to 2. For SP4, Min is set to 2, Max is set to 6, and Default is set to 4. For SP5, Default is set to 1, and the attribute value Red is excluded for this relationship. For SP7, Default is set to 3, and the attribute value Red is excluded for this relationship. Figure 10 shows the customized CP1 with the following structure: CP1 has four simple product relationships defined (SP1, SP2, SP3, SP4) and a Product Class named Class 1. A further three simple product relationships (SP5, SP6, SP7) are defined and associated with Class 1. Class 1 is associated with an attribute with the values {Red, White, Black}. SP1 has a default quantity of 2, SP2 has a default quantity of 1, SP3 has a default quantity of 1, and SP4 has a default quantity of 10. SP5 has a default quantity of 1 and the attribute value Red. SP6 has a default quantity of 2 and the attribute value Red. SP7 has a default quantity of 1 and the attribute Black. Figure 11 shows the expected output when Promotion Automatch is set to Default Cardinality, which is as follows: SP1 has a default quantity of 4, SP2 has a default quantity of 0, SP3 has a default quantity of 1, and SP4 has a default quantity of 4. SP5 has a default quantity of 1 and the attribute value White. SP7 has a default quantity of 1 and the attribute value Black. SP7 has a default quantity of 2 and the attribute value White. Figure 11 shows the expected output when Promotion Automatch is set to Min Max Cardinality, which is as follows: SP1 has a default quantity of 3, SP2 has a default quantity of 0, SP3 has a default quantity of 1, and SP4 has a default quantity of 6. SP5 has a default quantity of 1 and the attribute value White. SP7 has a default quantity of 1 and the attribute value Black. SP7 has a default quantity of 1 and the attribute value White. To add a promotion line item to a customizable product that is based on the Promotion Automatch argument value
For more information about how Siebel CRM behaves depending on the Promotion Automatch argument value, see Table 31. Handling Attribute DefaultsAttribute default values are handled as follows when applying a promotion to a customizable product line item. Attribute default values are handled as follows whether modifying, upgrading, or recommending a promotion:
Example: Handling Attribute DefaultsThe following example shows the expected output for attribute defaults when you apply a promotion to a customizable product. In this example, a customizable product named CP-A is defined and a promotion named Promo-D is defined. In this example:
Figure 12 shows a product named CP-A with the following structure: CP-A has a simple product relationship named SP-A defined and a Product Class named ClassB. Another simple product relationship named SP-B is defined and associated with ClassB. SP-A is associated with an attribute, Attrib-A, which has the values {1,2,3,4,5}. SP-B is associated with an attribute, Attrib-B, which has the values {1,2,3,4,5}. NOTE: The relationships SP-A and SP-B have Domain Type set to Product. The ClassB relationship has Domain Type set to Class. Figure 12 shows a promotion named Promo-D, where CP-A has the following structure: CP-A has a simple product relationship named SP-A defined and a Product Class named ClassB. Another simple product relationship named SP-B is defined and associated with ClassB. For SP-A, Default is set to 1 and the attribute values 2 and 4 (of Attrib-A) are included for this relationship. For SP-B, Default is set to 2 and the attribute values 4, 1, and 2 (of Attrib-B) are included for this relationship. Figure 13 shows the customized CP-A with the following structure: CP-A has a simple product relationship named SP-A defined and a Product Class named ClassB. Another simple product relationship named SP-B is defined and associated with ClassB. SP-A has a default quantity of 1 and the attribute value 3. SP-B has a default quantity of 1 and the attribute value 2. Figure 14 shows the expected output when Promotion Automatch is set to Default Cardinality, which is as follows: SP-A has a default quantity of 1 and the attribute value 2. SP-B has a default quantity of 1 and the attribute value 2. SP-B has a default quantity of 1 and the attribute value 4. Figure 14 shows the expected output when Promotion Automatch is set to Min Max Cardinality, which is as follows: SP-A has a default quantity of 1 and the attribute value 2. SP-B has a default quantity of 1 and the attribute value 2. SP-B has a default quantity of 1 and the attribute value 4. In both cases (that is, when Promotion Automatch is set to Default Cardinality and Min Max Cardinality), the expected output is the same. Note the following:
To apply a promotion to a customizable product
NOTE: The expected output for attribute defaults when you apply a promotion to a customizable product is the same whether Promotion Automatch is set to Min Max Cardinality or Default Cardinality. For more information about how Siebel CRM behaves depending on the Promotion Automatch argument value, see Table 31. |
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