Siebel Order Management Guide Addendum for Communications > Creating Communications Promotion Groups > Process of Setting Up Promotion Groups (Administrators) >

Creating Compatibility Rules in Promotion Group Definitions

Compatibility rules state that products require or exclude other products. 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, see the topic about compatibility rules in Siebel Product Administration Guide.

You can define compatibility rules for promotion groups, for promotion group memberships, and for promotion group assets, as described in the procedures in this topic. You can also define compatibility rules for bundled promotions and customizable products that are included in promotion groups. For more information about bundled promotion compatibility rules, see Defining Bundled Promotion Compatibility Rules. For more information about customizable product compatibility rules, see Defining Customizable Product Compatibility Rules.

This task is a step in Process of Setting Up Promotion Groups (Administrators).

Defining Promotion Group Compatibility Rules

Promotion group compatibility rules are rules that apply to compatibility between promotion groups. For example, Promotion Group A excludes Promotion Group B, or in other words, if an account subscribes to Promotion Group A, then that account cannot subscribe to Promotion Group B.

To define promotion group compatibility rules

1. Navigate to the Administration - Product screen, then the Products view.
2. In the Products list, select the promotion group definition for which you want to define compatibility rules.
3. Follow the steps for defining compatibility rules for a product in Siebel Product Administration Guide.

Defining Membership Compatibility Rules

Membership compatibility rules are compatibility rules that apply to the association of memberships with promotion groups. These rules apply to compatibility between memberships. Membership compatibility rules apply to all memberships in a promotion group and are defined at the promotion group definition level.

CAUTION:  Do not define compatibility rules for membership definitions in the Administration - Products screen, Products view, Eligibility and Compatibility Rules subviews. Records defined in this area of your Siebel application are not visible in the Promotion Group views.

To define membership compatibility rules

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying promotion group compatibility rules.
3. Click the Eligibility and Compatibility Rules view tab.
4. In the link bar of the Eligibility and Compatibility Rules view, click the Compatibility link.
5. For each rule you want to create that has the current promotion record as the subject, add a new record to the Subject Compatibility Rules list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Subject - Membership	Select a membership definition to apply as the subject of this compatibility rule. The options include all membership definitions that are associated with the current promotion group definition. If no value is specified, then the rule applies to all membership definitions in the current promotion group.
   Subject - Product	If a value exists in the Subject - Membership field, select a specific product to apply as the subject of this compatibility rule.
   Type	Select the type of this compatibility rule. The 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 - Membership	Select a membership definition to apply as the object of the compatibility rule. The options include all membership definitions that are associated with the current promotion group definition. If no value is specified, then the rule applies to all membership definitions in the current promotion group.
   Object - Product	If a value exists in the Object - Membership field, select a specific product to apply as the object of this compatibility rule.
   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. Click Clear Cache to clear the cache.

Defining Asset Membership Compatibility Rules

Asset membership compatibility rules are compatibility rules that apply to the association of assets with promotion group memberships. These rules apply to the compatibility between assets associated with memberships but not to the compatibility between the memberships themselves. Asset membership compatibility rules apply to all assets in a promotion group and are defined at the promotion group definition level.

Examples of membership compatibility rules include the following:

• An asset cannot be associated with the Sponsor Mobile membership of the Family Connect promotion group and the Mobile membership of the Fixed Mobile Convergence promotion group at the same time.
• If an instance of Product A is associated with a membership of Promotion Group B, then the instance of Product A cannot be associated with a membership of Promotion Group C.
• Any asset can participate in only one family plan promotion group as the main member.
• An asset of Product A can be sold only if it is associated with a membership of only one instance of Promotion Group B.

NOTE:  To restrict whether a product can participate in specific promotion groups, it might not be necessary to write a compatibility rule. For example, an instance of Product A cannot be associated with any membership of Promotion Group B. In this case, make sure that the product does not occur in any membership domains of the promotion group definition.

To define promotion group membership compatibility rules, follow this procedure.

To define asset membership compatibility rules

1. Navigate to the Administration - Product screen, then the Promotion Groups view.
2. In the Promotion Group Definitions list, select the promotion group definition for which you are specifying promotion group membership rules.
3. Click the Eligibility and Compatibility Rules view tab.
4. If necessary, in the link bar of the Eligibility and Compatibility Rules view, click the Asset Membership Compatibility link.
5. For each rule you want to create that has the current membership definition record as the subject, add a new record to the Subject Compatibility Rules list, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Subject - Promotion Group	Read only. This field identifies the promotion group that is the subject of the rule. By default, the field value is the name of the current promotion group.
   Subject - Membership	Select the membership definition that applies as the subject of the compatibility rule. The options include all membership definitions that are associated with the current promotion group definition. If no value is specified, then the rule applies to all membership definitions in the subject promotion group.
   Type	Select the type of this compatibility rule. The options are as follows: Requires. If the subject membership is purchased, then the object membership must be purchased. Excludes. If the subject membership is purchased, then the object membership must not be purchased.
   Object - Promotion Group	Use this field to select the promotion group that is the object of the rule.
   Object - Membership	Select the membership definition that applies as the object of the compatibility rule. The options include all membership definitions that are associated with the promotion group definition selected in the Object - Promotion Group field. If no value is specified, then the rule applies to all membership definitions in the object promotion group.
   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 membership definition 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. Differences are described in the following table.

   Field	Comments
   Subject - Promotion Group	Use this field to select the promotion group that is the subject of the rule.
   Subject - Membership	Select the membership definition that applies as the subject of the compatibility rule. The options include all membership definitions that are associated with the promotion group definition selected in the Subject - Promotion Group field. If no value is specified, then the rule applies to all membership definitions in the subject promotion group.
   Object - Promotion Group	Read only. This field identifies the promotion group that is the object of the rule. By default, the field value is the name of the current promotion group.
   Object - Membership	Select the membership definition that applies as the object of the compatibility rule. The options include all membership definitions that are associated with the current promotion group definition. If no value is specified, then the rule applies to all membership definitions in the object promotion group.

7. Click Clear Cache to clear the cache.