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Creating Eligibility and Compatibility Rules for Product Offers

You can define eligibility rules and compatibility rules for product offers. For more information, see the topics about eligibility rules and compatibility rules in Siebel Product Administration Guide.

An eligibility rule is a rule that restricts product offers to only some of your customers. For example, a product offer might be offered only to customers in certain states.

A compatibility rule is a rule that specifies other products or services with which product offers can and cannot be used. For example, the product offer, Free Unlimited Text Messages, requires customers to have the plan, Pay-As-You-Go Text Messages.

This task is a step in Process of Creating Product Offers.

To create eligibility and compatibility rules for product offers

1. Navigate to the Administration - Product screen, then Product Offers view.
2. Select the Product Offer that you want.
3. In the More Info view tab, make sure that the Check Eligibility check box is selected and that the Inclusive Eligibility check box is selected if you want to create inclusive rules or that it is deselected if you want to create exclusive rules.
4. Click the Eligibility and Compatibility view tab.
5. Display the appropriate view as follows:
   • If you are checking eligibility, then click the Eligibility link.
   • If you are checking compatibility, then click the Compatibility link.
   • If you are checking compatibility based on product line, then click the Product Line Compatibility link.
6. Define the eligibility and compatibility rule in the same way that you define these rules for products.

   For more information, see Siebel Product Administration Guide.