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

Joining an existing Promotion Group

A call center agent can start with a quote or order line and associate that line item to an existing promotion group using Join Promotion Group view.

An account's service can join a promotion group based on the following criteria:

1. Promotion group ownership Type (Across Organizations, Account Hierarchy and Customer Account.)
2. Promotion group's access control rules.
3. The account that has been picked in the join promotion group applet.

To join promotion group

1. Navigate to Accounts screen, then Accounts List view.
2. Find the account for subscriber who is requesting an operation involving the promotion group and click the link in the Account Name field. The Account Summary view appears.
3. Update the Customer Dashboard by performing the following steps:
   1. Click View menu for Siebel application.
   2. Choose Update Customer Dashboard menu option.
4. Create a quote or an order for this Account.

   For more information about creating a quote, see Siebel Order Management Guide.

5. Create the Service line item (that needs to be associated to the promotion group) in the quote or order.

   For more information about adding Line Items to a Quote or an Order, see Siebel Order Management Guide.

6. Navigate to Join Promotion Group view.
7. Click the account picker to select the account that owns the promotion group in the Join Promotion Group applet.

   NOTE:  You can also type the account name directly in the account picker in Join Promotion Group applet.

   The applet will display the list of memberships that can be associated with the Service line item. Note that this list also considers the projected asset cache. The following rules are applied to determine the memberships that will be displayed in the applet:

   • If the line item service product is not part of the membership domain products, the membership product will not be displayed.
   • If the line item service product is part of the membership domain products,
     • if the Customer Dashboard account is Promotion Group Owner, then all the eligible membership will be displayed.
     • if the Customer Dashboard account is not Promotion Group Owner, then the following matrix will be applied.

       Promotion Group Ownership Type	Is Customer Dashboard account child of Promotion Group Owner Account?	Access Control Rules	Display Membership?
       Across Organization	N/A	Add Self, Manage Members	Yes
       Across Organization	N/A	Other than Add Self and Manage Members	No
       Account Hierarchy	No	N/A	No
       Account Hierarchy	Yes	Add Self, Manage Members	Yes
       Account Hierarchy	Yes	Other than Add Self and Manage Members	No

8. Click the Associate button.

   A new promotion group membership is added to the document and service line item is associated with the newly created membership. On successful association, the Associated Member applet of the service line item displays the membership details.

   Associate Member applet has the following fields:

   Table 109. Associate Member Applet

   Name	Description
   Membership	Name of the promotion group membership to which service can be associated.
   Promotion Group	Name of the promotion group to which the membership belongs.
   Min Cardinality	Minimum cardinality of the membership defined by product administrator under the promotion group.
   Max Cardinality	Maximum cardinality of the membership defined by product administrator under the promotion group. When the maximum membership configured is reached, new members cannot be associated to a promotion group. However, if services associated to promotion group memberships are disconnected, the quantity will be adjusted to allow new services to be associated.
   Quantity	Number active membership instances for this membership.

   NOTE:  The Associate button is disabled in the following cases:

• If quantity in use has reached to Max cardinality, then the Associate button is disabled indicated by encircled (in Red) membership record.
• If order status is Cancelled, the Associate button is disabled.