Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups >

About Promotion Group Memberships in Upgraded and Downgraded Promotions

When a promotion in a promotion group membership domain is upgraded or downgraded, the memberships and the promotion group can be affected. If the target promotion is in the promotion group membership domain, then its memberships are updated. If the target promotion is not in the promotion group membership domain, then its memberships are deleted. Additionally, if mandatory memberships of the target promotion are disconnected, then the promotion group itself must be disconnected as well. The scenarios in this topic demonstrate these facts.

For more information about upgrading and downgrading promotions, see Upgrading Promotions and Upgrading Promotions in Quote and Order Lines.

Scenario for Creating Promotion and Promotion Group Definitions at Design Time

A product administrator for a telecommunications company creates the Millennium Max 200 Package, Millennium Max 500 Package, and Millennium Max 1000 Package promotions. The product administrator defines the following upgrade paths:

• Millennium Max 200 Package to Millennium Max 1000 Package
• Millennium Max 500 Package to Millennium Max 1000 Package

The product administrator also defines the following downgrade paths and penalties:

• Millennium Max 500 Package to Millennium Max 200 Package, with a penalty of 30.00
• Millennium Max 1000 Package to Millennium Max 500 Package, with a penalty of 50.00
• Millennium Max 1000 Package to Millennium Max 200 Package, with a penalty of 100.00

NOTE:  Upgrade and downgrade paths for promotions are defined in the Administration - Products screen, Product Promotions, Upgrade view.

The product administrator then creates a promotion group called Family Package, with the memberships described in Table 108.

Scenarios for Downgrading Promotions in a Promotion Group at Run Time

A promotion group instance called Family Package has been created with assets as follows:

• Main Membership associated with Millennium Max 1000 Package
• Partner Membership associated with Millennium Max 500 Package
• Teen Membership associated with Millennium Max 200 Package
• Millennium Max 1000 Package
• Millennium Max 500 Package
• Millennium Max 200 Package

Downgrading the Partner Membership Millennium Max 500 Package to a Millennium Max 200 Package

A sales representative is modifying the Family Package promotion group instance. At the customer's request, she downgrades the Millennium Max 500 Package that is associated with the Partner Membership to a Millennium Max 200 Package.

The Siebel application displays a warning message that a penalty charge for the promotion downgrade penalty will be applied. Because the Millennium Max 200 Package is part of the Partner Membership promotion group domain, the constraints of the promotion group are not violated. Consequently, the message contains no mention of any promotion group membership disconnect. The customer accepts the penalty charges. The sales representative creates a sales order to downgrade the Partner Membership. The order lines appear as follows:

• Partner Membership associated with Millennium Max 200 Package - Update
• Millennium Max 500 Package - Delete
• Millennium Max 200 Package - Add
• Penalty Charge for the downgrade - 30.00 prorated

Downgrading the Main Membership Millennium Max 1000 Package to a Millennium Max 500 Package

A sales representative is modifying the Family Package promotion group instance. At the customer's request, she downgrades the Millennium Max 1000 Package that is associated with the Main Membership to a Millennium Max 500 Package.

Because the Millennium Max 500 Package is not part of the Main Membership promotion group domain, the constraints of the promotion group are violated. The Siebel application displays a warning message that the promotion group will be disconnected and penalty charges for both the promotion and the promotion group membership applied. The customer accepts the promotion group disconnect and the penalty charges. The sales representative creates a sales order to delete the Main Membership. Because a membership of the promotion group is being disconnected, the promotion group itself is included in the delete action. The order lines appear as follows:

• Main Membership - Delete
• Millennium Max 1000 Package - Delete
• Millennium Max 500 Package - Add
• Family Package - Delete
• All remaining memberships - Delete

  This is because the promotion group (which includes the memberships) is deleted.

• Penalty Charge - 230.00 prorated

  This is because there is a $200 penalty for cancelling memberships and a $30 penalty for the downgrade, both prorated.

For information about the effects of disconnecting a promotion group, see Promotion Group Disconnect Reference.