Siebel Order Management Guide Addendum for Communications > Task UI Flows > Creating a New Promotion Group Instance >

Creating a Promotion Group Instance with the Task UI

The New Promotion Group Task UI guides you through the process of creating a new promotion group for a caller and selecting existing assets to associate with the promotion group memberships. Cues on the Task UI screens suggest questions to ask the caller while you are creating the promotion group and selecting the assets. To create a promotion group and associated assets with the New Promotion Group Task UI, follow this procedure.

CAUTION:  You cannot create assets from within the New Promotion Group Task UI. You can use only those assets that are already associated with the caller's account. Therefore, before performing this procedure, you must verify or create all assets for the caller account that will be necessary for the new promotion group.

To create a promotion group instance with the Task UI

1. Access the New Promotion Group Task UI by performing these steps:
   1. Navigate to the Accounts screen, then the Account List view.
   2. Click the Tasks icon.
   3. In the Tasks pane, click the New Promotion Group Task UI link.

      The New Promotion Group Task UI is started and the Select Promotion Group view appears. This view enables users to select a promotion group definition from which to create a new promotion group instance.

2. In the Select Promotion Group view, perform the following actions:
   1. In the Promotion Groups list, view the promotion group definitions to determine which one to use to create the new promotion group instance.

      The Promotion Group Definition list displays the membership definitions and reward definitions that are associated with each selected promotion group definition.

      When a membership definition is selected in Promotion Group Definition list, the Membership Domain list displays the products that are eligible to be defined for the selected membership. When a reward definition is selected in the Promotion Group Definition list, the Membership Domain list is empty.

   2. In the Promotion Groups list, select the promotion group definition from which to create the new promotion group instance.
   3. Click Next.

      A new promotion group instance is created from the selected promotion group definition. The Add Default Members view appears. This view enables users to associate existing assets with the default memberships of the promotion group.

      In the Add Default Members view, the Promotion Group list displays the default memberships and reward products of the new promotion group instance that has been created from the promotion group definition.

      NOTE:  On any screen of the Task UI, you can stop the operation and return later to complete it. For more information, see Resuming a Paused Task UI Operation.

3. In the Add Default Members view, perform the following actions:
   1. In the Account field, select an account with which to associate the promotion group, and click Go.

      The Assets list is populated with the assets that are owned by the selected account and that match the membership domain of the membership selected in the Promotion Group list. An exclamation point (!) in each row signifies that the membership has not yet been linked to an asset.

   2. Select a membership in the Promotion Group list, select an asset in the Assets list to link with that membership, and click Associate.

      When the selected membership is associated with an asset, that membership becomes a member of the promotion group and appears in the Members list. The exclamation point (!) for the membership in the Promotion Group list that has been associated with an asset disappears.

   3. Repeat Step b for each membership in the Promotion Group list from which you want to create a member.
   4. Click Next.

      The Add Optional Members view appears. This view enables users to add additional, optional memberships and associate them with existing assets.

      In the Add Optional Members view, the Promotion Group Definition list displays the content of the promotion group instance, in other words, its list of memberships and reward products, along with the cardinality information for each item. Some fields are displayed in the following table.

      Field	Comments
      Min	Minimum number of associated memberships that the customer must buy to qualify for this promotion.
      Max	Maximum number of associated memberships that the customer can buy to get the discount for this promotion.
      #	Quantity of memberships included in the promotion group. Initially, this number is the default quantity from the promotion group definition.

      At this stage, the Members list contains all the mandatory members that you added in Step 3.

4. In the Add Optional Members view, perform the following actions:
   1. To create an additional membership and associate it with an existing asset, select a membership in the Promotion Group Definition list, select an asset in the Assets list to link with that membership, and click Associate.

      The selected membership becomes an additional member of the promotion group and appears in the Members list. The quantity of the membership in the Promotion Group Definition list is incremented by 1.

   2. Repeat Step a for each membership in the Promotion Group Definition list from which you want to create an optional member.
   3. Click Next.

      The Submit Order view appears.

5. In the Submit Order view, perform the following actions:
   1. In the Account Information form, view the information about the account you selected when creating the promotion group.
   2. In the Order list, view the order lines generated as a result of creating the promotion group, its product rewards, its memberships, and the associated assets for those memberships.

      If an error appears in the account information or the order lines, then click Previous one or more times to go back to the appropriate view, correct the error, and then click Next one or more times to return to this view.

   3. Click Next.

      The order for the new promotion group is submitted.