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Defining Product and Promotion Eligibility Rules


Before you can define product eligibility, you must define the product. Then add eligibility rules to it.

Before you can define promotion eligibility, you must define the product promotion, as described in the section on product promotions in Siebel Pricing Administration Guide. Then add eligibility rules to it.

You can create two types of rules:

  • Inclusive Rules. specify the customers who are eligible to buy the product.
  • Exclusive Rules. specify the customers who are not eligible to buy the product.

Defining Inclusive or Exclusive Eligibility for Products

A given product can use only inclusive or exclusive eligibility rules. Before you define the rule, you must define which type of eligibility the product uses.

To define inclusive or exclusive eligibility for a product

  1. Navigate to the Administration - Product screen, and then the Products view.
  2. In the Products list, in the record for the product, select or deselect the Inclusive Eligibility checkbox, if necessary.

Defining Product Eligibility Rules

You can define eligibility rules for products or product lines.

This procedure describes how to define rules for products. To define rules for product lines, use a similar procedure, but instead of adding a record to the Eligibility Rules list, add a record to the Product Line Eligibility list, which is further down on the screen.

To define product eligibility rules

  1. Navigate to the Administration - Product screen, and then the Products view.
  2. In the Products list, select the product you are defining rules for.
  3. Click the Eligibility and Compatibility Rules view tab.
  4. In the link bar of the Eligibility and Compatibility Rules view, click Eligibility.
  5. In the Eligibility Rules list, add a new record and complete the necessary fields, described in the following table.
    Field
    Comments

    Matrix Name

    Select the eligibility group used for grouping this rule. For more information about eligibility groups, see Defining Eligibility Groups.

    Rule Type

    Select the type of the rule. Options are:

    • Inclusive. The rule specifies customers who are eligible to buy. For example, if the criterion depends on State, the rule specifies a state where customers are allowed to buy the product.
    • Exclusive. The rule specifies the customers who are not eligible to buy. For example, if the criterion depends on State, the rule specifies a state where customers are not allowed to buy the product.

    Account

    If the rule depends on account, select the name of an account that is or is not eligible to buy the product.

    Account Type

    If the rule depends on account type, select the name of an account that is or is not eligible to buy the product.

    City

    If the rule depends on city, enter the name of a city where customers are or are not eligible to buy the product.

    State

    If the rule depends on state, select the name of a state where customers are or are not eligible to buy the product.

    Country

    If the rule depends on country, select the name of a country where customers are or are not eligible to buy the product.

    Postal Code

    If the rule depends on postal code, enter the name of a postal code where customers are or are not eligible to buy the product.

    Effective Start

    Enter the date when this rule goes into effect.

    Effective End

    Enter the date when this rule is no longer in effect.

  6. Continue to add records until you have specified all eligibility rules that determine whether customers are eligible to buy this product.

Defining Promotion Eligibility Rules

This procedure describes how to define eligibility rules for product promotions.

To define promotion eligibility rules

  1. Navigate to the Administration - Product screen.
  2. In the link bar, select Product Promotions.
  3. In the Product Promotions list, select the promotion you are defining rules for.
  4. Click the Eligibility and Compatibility Rules view tab.
  5. In the link bar of the Eligibility and Compatibility Rules view, click Eligibility.
  6. Add records to the eligibility rules list and enter criteria in the same way that you do when you are defining product eligibility rules.
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