Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Managing Promotion Groups >

Modifying Promotion Group Memberships


You can modify a promotion group membership by changing its service account, changing its billing account, or modifying its attributes. To modify memberships of promotion groups on behalf of the promotion group owner, follow this procedure.

This task is a step in Process of Managing Promotion Groups.

To modify a promotion group membership

  1. Follow the steps in Accessing the Promotion Group Components.
  2. In the Restricted Components list, select a membership, and click Modify.

    The Sales Order screen, Line Items view, Totals subview appears. The Line Items list displays all the line items for the current order.

  3. In the Line Items list, select the membership you want to modify and do the following:
    1. To modify the service account, change the selection in the Service Account field.
    2. To modify the billing account, change the selection in the Billing Account field.
  4. To modify the attributes, do the following:
    1. Click Attributes in the view link bar.
    2. In the Line Item Attributes list at the end of the view, select an attribute record and change the field values as needed.
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