Bookshelf Home | Contents | Index | PDF |
Product Administration Guide > Product and Promotion Eligibility and Compatibility > About Eligibility Rules and Configuration Rules for Siebel CRM Version 7.7 and EarlierIn Siebel CRM versions 7.5 and 7.7, you may have used configuration rules, linked items, and scripting to create rules controlling which customers could buy a product. In version 7.8 and later versions, you can do this much more efficiently using eligibility rules. For example, you want to limit the availability of a product named 104 USB Keyboard to customers who have a type of Commercial:
Without configuration, compatibility rules do not necessarily substitute for Siebel Configurator requires and excludes rules. The difference is that the compatibility rules would work against the Projected Asset Cache, which includes all assets for the customer, all open orders for the customers and the current quote for the customer. This broad scope may be unacceptable if you want the scope of the rule to just be the components within one customizable product instance, as it is for configuration rules. For more information about the Projected Asset Cache, see Siebel Order Management Infrastructure Guide. By default, the Projected Asset Cache, with its extended scope, is used in workflows, whereas configuration rules apply only to the loaded product. If you want workflows to have a more limited view, identical to configuration rules, you must change the default Eligibility and Compatibility Procedure by modifying the Projected Asset Cache query. As an example, see the step Initialize PAC and the following steps in Eligibility and Compatibility Workflow Reference. However, if you are using linked items and attributes and configuration rules to control product eligibility, then eligibility rules are a preferred replacement for these configuration rules. By using eligibility rules instead of the modeling approaches used in earlier versions, you achieve: |
Product Administration Guide | Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |