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Example of Defining a Promotion Split


This topic gives one example of defining a promotion split. You might use this feature differently, depending on your business model.

To define a promotion split

  1. Navigate to Administration - Product, Product Promotions, and then the Split view.
  2. In the Split list, create a new record and complete the necessary fields.
  3. In the Name field, enter a meaningful name for the split promotion, for example, VoIP Promotion.
  4. Optionally, enter a Description.
  5. In the Penalty field, enter an amount in currency to charge if the customer cancels the promotion before its designated end.

    You can change the national currency and date of exchange rate in the dialog box.

  6. In the Prorate Plan field, select a prorate plan from the list.

    Prorate plans are defined in the Administration screen, Contracts, and then the Conditional Charge Plans view. For more information on prorated plans, see the topic about setting up conditional charge plans in Siebel Field Service Guide.

  7. In the Component list which appears after the Split list, click New and enter a sequence number in the Sequence Number field.
  8. In the Promotion field, select a promotion from the list.

    NOTE:  When the Track As Agreement check box for the promotion is selected, the use of Commitment Start and Duration are related to the creation of agreements for the new promotion.

  9. In the Commitment Start field, select a time to start this individual promotion from one of the following options:
    • Original Start. Starts on the date of the original promotion from which it is split.
    • Now. Starts today.
    • Original End. Starts on the end date of the original promotion from which it is split.

      The start date for the new split promotion is determined by the value in the Commitment Start field.

  10. In the Duration field, select a duration from the following options:
    • Original Duration. Uses the duration fields that are defined for the original promotion from which it is split.
    • New Duration. Uses the duration fields that are defined for the new promotion to which it is split.

      The duration for any agreement item of the new promotion (the promotion to which it is split) is determined by the selected option in the Duration field.

  11. Optionally, in the Reason field, enter a descriptive reason for creating this split promotion.
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