Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Scenario for Working with Promotion Upgrades >

Upgrading Promotions from a Quote or Order Line Item

This topic describes how to upgrade promotions from a quote line item or an order line item. These instructions assume that you have performed modifications that require an upgrade of a quote or order line item, and that you are presented with the Quote Line Items or Order Line Items view.

To upgrade a promotion from the quote or order line item

1. Right-click on the line item you want to upgrade, then select Upgrade Promotion from the context menu.

   The Promotion Upgrade dialog box appears.

   NOTE:  The Action Code for the promotion that you want to upgrade must be Update or -. If it is not, then the Upgrade Promotion context menu item is unavailable.

2. Select the target promotion.
3. Click OK.

   The action code is updated. The Action Code field for each promotion component summarizes the action: add, update, or delete. Additionally, the following cases might be applicable:

   • If an existing commitment is broken, then a penalty charge, if applicable, is added to the line item.
   • In cases where components of the source promotion have been debundled or disconnected, and where these components have an Action Code of Prompt, the behavior is similar to that of an Action Code of Modify. In other words, Prompt has no meaning in this context. For more information about prompt actions, see Specifying the Prompt Action for Debundled Promotion Components.