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Creating Bulk Requests with a Target List

You might need to create a bulk request for hundreds or thousands of accounts, contacts, or assets, which will therefore generate hundreds or thousands of quotes or orders. In this case, you can avoid manually associating all the accounts, contacts, or assets individually with the bulk request by associating a target list of accounts, contacts, or assets with a bulk request action set template.

You create a target list for bulk requests from account, contact, or asset records that exist in your Siebel application. The information in the action set template and the associated target list populate the action sets and instances of the bulk request.

This task is a step in Process of Managing Bulk Requests.

Creating Bulk Request Target Lists

Before creating bulk requests with target lists, a marketing manager must prepare one or more target lists from the account, contact, or asset records in your Siebel application.

To create a bulk request target list

• Create and save a target list of contacts, accounts, or assets with the List Management functionality of your Siebel application.

  You can create target lists for bulk requests in the Contacts, Accounts, and Assets views of the List Management screen. For more information about generating target lists, see the chapter on global target list management in Siebel Applications Administration Guide. For information about how target lists are used in creating bulk requests, see Creating Bulk Requests with a Target List.

Adding Bulk Request Data from a Target List

To add action sets and instances to a bulk request by associating a list of accounts, contacts, or assets with the bulk request, follow this procedure.

To add bulk request data from a target list

1. Navigate to the Bulk Requests screen, then the Bulk Requests List view.
2. Find a bulk request for which to add action sets, instances, and actions.
3. Click the link in the Request Name field.
4. Click the Action Set Template view tab.
5. In the Action Set Template form, add an action set template and complete the required fields.

   Some fields are described in the following table.

   Field	Comments
   List Name	Select a List Management list. You can select an Accounts, Contacts, or Assets list here. This list supplies the instances for the action set. For more information about generating a list of instances, see Creating Bulk Request Target Lists.
   Type	The type of action set. Values include: New. Creates line items with Add actions. Select this value to add products, bundled promotions, or services. Modify. Changes an existing asset. Select this value to update products and services for an asset, suspend services for an asset, resume services for an asset after suspension, or disconnect products and services for an asset. Upgrade. Upgrades an asset. Select this value to upgrade existing assets.
   Child Type	The type of instances to create when this action set template is exploded. Depending on the content of the associated target list, the following values are available: Contact ID. The instances are contacts. The bulk request will act on all assets associated with the contacts in the list. Available if the attached list contains accounts or contacts. Service ID. The instances are services. The bulk request will act on all assets associated with the services in the list. Available if the attached list contains assets.
   Scope	Identifies the assets that are included in or excluded from the bulk request. Values include the following: All. For the accounts in the generated action sets, include all associated assets. This is the only value available for a list of accounts. Include. For the accounts in the generated action sets, include only the assets associated with the target list items. This value is available only for lists of contacts and assets. Exclude. For the accounts in the generated action sets, include all assets except for the assets associated with the target list items. This value is available only for lists of contacts and assets.
   List Content	Read only. Populated when you select a list.

6. In the Actions list, which appears after the Action Set Template form, follow the steps of Adding Actions to a Bulk Request Action Set.
7. To convert the action set template into action sets and instances, in the Action Set Template form, click Explode.

   Your Siebel application creates action sets, instances, and actions from the action set template. For more information about the processing performed by Explode, see About Exploding an Action Set Template.

8. Monitor the status of the Explode action by clicking Refresh at intervals and viewing the values displayed in the Status field of the Bulk Request form.

   The values of the Status field are described in the following table.

   Value	Description
   New	Default value when the action set is created and before you initiate the Explode action.
   Queued	Awaiting initiation of Explode action.
   Exploding	An Explode action has been initiated.
   Explode Fault	The Explode action has failed. If an explode action fails, then error messages are logged in the Bulk Requests screen, Exceptions view.
   Exploded	The Explode action is complete.

9. To view the action sets and instances generated by exploding the action set template, click the Action Sets view tab.

   The action sets appear in the Users & Actions list, and the instances appear in the Instances list.