Editing Bundle Product Promotions

After an end user has added a bundle product promotion to a quote or order, the user can edit the product promotion to change the products it includes or the quantities of these products. Then the user can validate the edited promotion to make sure that the new products and quantities still qualify for the promotion. You might need to edit product promotions from time to time.

Note: Search, Add Product button and popup applet functionality is available from the Siebel 26.3 update for new customers. Existing customers interested in this feature must run a repository upgrade or repository update to get the repository changes.

To edit a bundle product promotion

  1. Add the bundle as a line item of a sales order.

    The application adds: one record that represents the bundle promotion; and other records that represent the products in the promotion.

  2. In the list, select the promotion record and then select Edit Promotion.

    In the Edit Promotion section:

    The Total MRC field shows Total Monthly Recurring Charge.

    The Total NRC field shows Total Non-recurring Charge.

  3. Edit the Promotion Quantity field and click Save.
  4. Click the Build button to launch a parallel configurator view that lets you configure multiple customizable products within the bundle promotion.
    Note: In the Edit Promotion applet, by default, a maximum of 30 products or relationships can be shown. If the number of relationships (both component and aggregates) is more in any promotion definition, the developer should increase the value for HTML Number of Rows in the applet ISS Promotion Edit UI Detail List Applet OUI for the Edit Promotion view. A similar search is available in the applet ISS Promotion Upgrade Prom Target for the Upgrade Promotion intermediate view. Both applets have vertical scrollbars.
  5. Users can enter a value in the Quantity Requested (Editable) column and select the add option to add the component to the quote or order. Records with updated quantities are associated with the correct relationship in the Edit Promotion applet.

    This VBC is populated by calling Business Service ISS Promotion Management Service method GetEligiblePromotionAddOns.

  6. Click the Add button to add a product.
  7. Edit the Item Quantity field for products to change the products' quantity.
  8. Click the Configure icon, next to a product to configure that product.
  9. In the Edit Promotion form, after you're finished making edits, Click Validate.

    An error message appears if the quantities or products don't qualify for the promotion. If so, correct the quantities or products.

  10. In the Edit Promotion form, click Save
  11. When all changes are complete, you can click Done.

    The edited information for the bundle product promotion is updated to the Line Items list when changes are done in Edit Promotion applet. In the indented line items under the promotion line-item record, quantities are updated, new products are added, and former products are deleted, as specified in the Edit Promotion form.

Searching for promotions

Search is a client-side search using Document Object Model (DOM). Promotion components and relationships available in the Edit Promotion applet are used for search.

You can quickly search and add products to promotions using the Add Product button. This button opens an applet. The applet lists products and services from the promotion component and aggregates relationships with all the product lines and classes defined. All the fields in the applet except Quantity Requested are read-only.

Search for products using product name or rule name. Search allows OR operator and search isn't case-sensitive. Example: Internet or fire will list “Supremo Fire TV 4k” and “Internet Service”.

Additional operators:

  • For numeric fields: =, <>, <, >, <=, and >=
  • For string fields: LIKE (with wildcard search *) and <>
  • For string fields, compound statements are supported with the OR operator.

This table shows the search fields and descriptions:

Search Field Description
Product Name Name of the product
Description Product Description
Promotional Price Promotional Price after adjustments defined in bundle promotion
List Price List Price
Relationship

Description defined in Bundle Promotion Definition for component and aggregate relationship.

To avoid leaving this field empty for components:

Administration - Product > Product Promotions > Components > Description field must be populated.

Quantity Read-only field showing the value from the instance of the bundle promotion
Quantity Requested Editable field. Quantity to add. Based on requested quantity, min, max, and quantity fields, Cardinality status is updated.
Cardinality

Min value; max value; default value

Shows the value defined by the product administrator.

Cardinality Status

Status is evaluated based on Quantity Requested and Min, Max, and Quantity fields.

  • Limit Reached
  • Within Limit
  • Minimum UnMet
Part # Product part #
Eligibility Status Eligibility Status
Eligibility Message Eligibility Message
Note: The Add Product applet is implemented with a VBC-based class CSSISSPromEditUIAddProdVBC.