Adding a Promotion Line Item

Here's the behavior when the Promotion Automatch system preference is set to either yes or no:

Behavior When Promotion Automatch is Yes

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.

Behavior When Promotion Automatch is No

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

• The existing customizable product line items that are associated with a promotion aren't 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 aren't processed on the existing product lines.