Specifying Individual Products for a Product Promotion
Use the following procedure to specify individual products for a product promotion.
To specify individual products for a product promotion
Navigate to the Administration - Product screen, then Product Promotions view.
In the Product Promotions list, select the promotion for which you are specifying products.
Click the Products view tab.
If necessary, in the link bar of the Products view, click Components.
For each product that is covered by the promotion, add a new record to the Product Components list and complete the necessary fields as described in the following table.
Field Comments Product Name
Select a product that is covered by the promotion. Products are available in the dialog box if they are released and have a currently active version. If this is a product with components, then you can click the product name to display the explorer view used to define products with components.
Description
Enter a description of the product.
Min
Enter the minimum number of this product that the customer must buy to qualify for this promotion, if there is a minimum requirement.
Max
Enter the maximum number of this product that the customer may buy to get the discount for this promotion, if there is a maximum limit.
Default
Enter the default quantity of this product that is included in the promotion, if you want to display a default quantity. If the customer selects this promotion in a quote or order, then the default quantity of all products in the promotion will be added as line items to the quote or order.
This field is optional. If you do not enter a value here, then the application uses the value entered in the Min field as the default value.
Customizable
This check box is selected if the product selected in the Product Name field is customizable.
The promotion can also be used to constrain the selections for the customizable product. For more information, see About Product Promotions for Customizable Products.
Recommendable
Select this check box to allow the Siebel application to recommend this product promotion to end users when the product exists in a quote or order and is not associated with any other product promotion.
Commitment
Select this check box if the product involves a commitment. For more information, see Specifying Terms and Conditions of Product Promotions.
Note: Only bundled promotions have commitments. Coupon promotions do not have commitments.Commitment Period
Enter the number of periods to specify the duration of the customer’s commitment. For example, if the selected unit of measurement in the Commitment UOM field is years, then you enter a value to correspond to the number of years the commitment is valid.
Commitment Period UOM
The unit of measure for the commitment time period, for example, years, months, days.
Apply Component Charge
Select this check box to apply an early termination penalty charge based on when the component is terminated and on the proration plan.
If this check box is not selected, then the component penalty charges are not added.
Grace Period
Enter a value for the period of time before a penalty is imposed on a customer. For example, if the selected unit of measurement in the Grace Period UOM field is days, then you enter a value to correspond to the number of days before the customer is subject to a penalty.
Grace UOM
The unit of measure for the grace time period, for example, years, months, days.
Termination Charge
The amount that is charged if the component is terminated after end of grace period, but is terminated before the end of the commitment period.
Prorate Plan
This is calculated in the conditional charge plan. For more information, see Siebel Field Service Guide.
To enter translations of descriptions of the product to be shown in catalogs that are not in the default language, add a new record to the Translations list for each language you support and complete the necessary fields, as described in the following table.
Field Comments Language Name
This field displays the name of the language after you select the language code.
Language Code
Select the language code. For example, select ENU for American English.
Description
Enter the description of the promotion to be shown in catalogs and promotion recommendations using this language.