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Defining Customizable Product Compatibility Rules

Compatibility rules state that products require or exclude other products. There are two kinds of compatibility rules. A subject compatibility rule identifies the product that requires or excludes another product. An object compatibility rule identifies the product that is required or excluded. For more information about product compatibility rules, see the topic about compatibility rules in Siebel Product Administration Guide.

You can define compatibility rules for customizable products and for components of customizable products. These rules allow you to enforce compatibilities between a customizable product or component and other products or components in the same quote or order.

To define customizable product compatibility rules

1. Navigate to the Administration - Product screen, then the Products view.
2. In the Products list, query for records with the Customizable field check box selected.
3. Select a customizable product and click the Eligibility and Compatibility Rules view tab.
4. If necessary, in the view link bar, click the Product Compatibility link.
5. For each rule you want to create that has the current product record as the subject, add a new record to the Subject Compatibility Rules list and complete the necessary fields.

   Field	Comments
   Scope	Select the scope of the rule, which defines the set of products to which the rule applies. For a customizable product, select Customizable Product.
   Subject - Product	Read only. This field displays the subject base product. By default, the field value is the name of the current product.
   Subject - Component Product	Select a subject product component.
   Subject - Product Path	If a value exists in the Subject - Component Product field, then this field displays the path in the base product structure to the subject component. You can change this path or enter a path manually.
   Type	Select the type of this compatibility rule. Options are as follows: Requires. If the subject product is purchased, then the object product must be purchased. Excludes. If the subject product is purchased, then the object product must not be purchased.
   Object - Product	Select the object base product. You can make an entry in only one of the fields Object - Product, Object - Product Line, or Object - Product Class.
   Object - Component Product	If the selection in the Object - Base Product field is a customizable product, then you can select an object product component.
   Object - Product Path	If a value exists in the Object - Component Product field, then this field displays the path in the base product structure to the subject component. You can change this path or enter a path manually.
   Object - Product Line	Select the object product line.
   Object - Product Class	Select the object product class.
   Matrix Name	Select the compatibility group used for grouping this rule. For more information about compatibility groups, see the topic on defining compatibility groups in Siebel Product Administration Guide.

6. For each rule you want to create that has the current product record as the object, add a new record to the Object Compatibility Rules list and complete the necessary fields.

   The fields in this list are similar to those in the Subject Compatibility Rules list described in the table under Step 5. However, the Object - Product Line and Object - Product Class fields do not exist in the Object Compatibility Rules list. Other differences are described in the following table.

   Field	Comments
   Subject - Product	Select the subject base product. You can make an entry in only one of the fields Subject - Product, Subject - Product Line, or Subject - Product Class.
   Subject - Product Line	Select the subject product line.
   Subject - Product Class	Select the subject product class.
   Object - Product	Read only. This field displays the object base product. By default, the field value is the name of the current product.

7. Click Clear Cache to clear the cache.