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Siebel Order Management Guide Addendum for Communications > Employee Asset-Based Ordering > Defining Product Promotions >
Upgrading Promotions (In-Memory)
In Siebel Innovation Pack 2015, Patchset 5 and later, CSRs can upgrade or downgrade existing customer promotions using in-memory promotions upgrade. The in-memory computation for promotion upgrade improves performance and is streamlined to allow users to make changes to a target promotion using a staging view. NOTE: The Promotion Upgrade window that is available in this procedure is based on the ISS Promotion Upgrade Aggregate VBC business component. The In Memory Promotion Upgrade Workflow Name user property is added to the business component. If the value of this user property is set to In Memory Promotion Upgrade Process, follow the steps in this topic.
Alternatively, you can configure the property to ISS Promotion Upgrade Process, in which case, you should follow the instructions for upgrading promotions in previous releases. For information about upgrading promotions in previous releases, see Upgrading Promotions. To upgrade a promotion (in-memory)
- 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 the cogwheel icon, then Upgrade Promotion. If the product is not eligible for upgrade, then this option is not available.
The Promotion Upgrades window opens. The following table describes the fields.
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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.
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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.
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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. |
- Select the promotion to which you want to upgrade, then click OK.
The In-Memory Staging view is displayed.
The Source Promotion Components Applet lists components that are auto-transferred (with no ambiguity) and have a Transfer Status of Transferred. Additionally, it lists components that are not auto-transferred (with ambiguity) and have a Transfer Status of De-Bundled.
The Target Promotion applet lists the components that are auto-transferred. Separate icons differentiate between manually added components and auto transferred components. Visual indicators are provided to show the current cardinality status:
- An X mark denotes a cardinality violation.
- A check mark indicates that there is no cardinality violation.
NOTE: The In-Memory Staging view can be disabled. By default, it is enabled. To disable the In-Memory Staging view while still using in-memory promotion upgrades, set the UIOption user property to N in the In Memory Promotion Upgrade Process workflow.
- (Optional) To transfer a promotion:
NOTE: These steps are required only when ambiguity is detected during the upgrade.
- If you want to transfer a component that is not already transferred, whose Transfer Status is set to Debundled, from the Source Promotion Components applet, select an asset that you want to transfer.
NOTE: Components with Action Code set to Prompt will contain an exclamation mark (!). To resolve this, you must select Modify or Disconnect from the Action Code drop-down menu. In situations where no action is required, the Action Code field will be read-only.
- From the Target Promotion applet, select the relationship for the item chosen in Step a.
- Click Transfer.
The asset is moved to the Target Promotion Components applet, and the Transfer Status for the asset in the Source Promotion Components applet is set to Transferred.
NOTE: The Transfer button is disabled when transfers are forbidden. Additionally, the button is available only if the Transfer Status is set to De-bundled in the Source Promotion Components applet.
- (Optional) To remove a transferred asset, click the Remove button in the Target Promotion Components applet.
The removed asset will be moved to the Source Promotion Components applet, and the Transfer status will be set to De-bundled.
- (Optional) To add a new products to the target promotion, click the Add button beside the relationship of the promotion component.
- (Optional) To delete products that were added manually, from the Target Promotions applet, click the Delete link beside the product.
- (Optional) To update the quantity of the asset in the Target Promotions applet:
- Enter a number in the Item Quantity text box.
NOTE: The Quantity text box is read-only for transferred assets.
- Click the Update link next to the Item Quantity text box.
The quantity will be updated and the new prices will be reflected.
- (Optional) To customize an asset from the Target Promotions applet, click the Customize link beside the asset.
The asset is displayed in the Product Configurator view.
NOTE: The complete product structure can be viewed inline by clicking the Expand/Collapse button.
- (Optional) To verify that assets adhere to the promotion eligibility and compatibility rules, click the Verify E&C button.
If violations exist, then they will be shown inline in the Target Promotion Components applet.
NOTE: The Verify E&C button does not perform any promotion integrity validations.
- Click Done to submit the promotion upgrade.
Line items with action codes are added to the document (quote or sales order).
- (Optional) To cancel all of the changes that you applied in Step 4 through Step 11, click the Cancel button.
The Account Summary view is displayed.
NOTE: In-Memory Promotion Upgrade is an optional feature to enhance the performance of bundle upgrades for promotions. Test results show significant improvement in response time for upgrading promotions, reducing call handling time and improving customer satisfaction, as well as enhancements of Siebel and database server CPU usage. The in-memory functionality maps data into memory to process upgrading a promotion entirely in memory. Hence, this functionality requires more memory on the Siebel Server. The size of the additional memory varies depending on the use case. Therefore, before deploying the In-Memory Promotion Upgrade feature, it is recommended that you estimate the feature performance gains, measure the required additional memory, and increase as needed the Siebel Server memory running this optional feature.
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