Adding a Promotion Line Item

The behavior of Siebel Order Management when it adds a promotion line item to a quote or an order when the Siebel CRM system preference Promotion Automatch is set to Y is different from when Promotion Automatch is set to N:

• When Promotion Automatch is set to N (that is, when the automatic configuration of customizable products is not enabled), Siebel CRM behavior is as follows:

  • The existing customizable product line items that are associated with a promotion are not added with the default configuration when you add a promotion line item to a quote or an order.

  • The default settings of the promotion are populated only by manually using Siebel Configurator to add them.

    Note: You must click the Customize button to start Siebel Configurator, where you can manually add the default settings of a promotion.

  • The promotion-specific default settings are not processed on the existing product lines.

• When Promotion Automatch is set to Y (that is, when the automatic configuration of customizable products is enabled), Siebel CRM behavior is as follows:

When you add a promotion line item to a quote or an order, the existing root line items that are associated with the promotion are modified according to the Promotion Automatch user property of the ISS Promotion Management Service. For more information about the ISS Promotion Management Service, see ISS Promotion Management Service.

Note:

This behavior applies whether modifying, upgrading, or recommending a promotion. If a conflict occurs when adding a promotion line item to a quote, an order, or a customizable product, then Siebel CRM automatically reverts to the previous product definitions.