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Defining How Eligibility Output Displays

Eligibility is checked before the product or promotion is displayed in a catalog, Product picklist, or elsewhere in the interface.

Eligibility information is displayed when you are selecting products to add to quotes, orders, or agreements. You can define how this information is displayed.

Eligibility Display Options for Catalogs

In catalogs, there are three options for how eligibility information is displayed:

• Show Products Only. All products are displayed, whether or not the user is eligible to purchase them. Eligibility information is not displayed to the user. This option also turns off product effectivity, price list and contract visibility.
• Hide Products. Products are not displayed if the user is not eligible to purchase them.
• Show Products with Comments. All products are displayed. A comments displayed with each product says whether the user is eligible to purchase it.

If customers are eligible for only a small percentage of the total products, then choosing the Hide Products option gives slower performance than the Show Products with Comments option. This is because a large number of records must be read before enough records are found to fill a page. This performance trade-off should be considered when selecting the Display Mode during implementation design.

Eligibility Display in Siebel Configurator

In Siebel Configurator, if the customer is ineligible to buy the product, then the application displays an error message if the user selects the product. The user can click Undo to undo the selection that caused the error, or select Proceed to go ahead with the configuration using the ineligible product. If the user selects Proceed, Siebel Configurator adds this error message to its message list.

Siebel Configurator also enforces the value set for the Display Mode parameter. If this parameter is set not to show ineligible products, then these products are not in the Siebel Configurator session and the user cannot choose them.

NOTE:  This setting can be set at the workflow level, the applet level, or the server parameter level.

To define how eligibility output displays on the mobile or dedicated client

1. Use any text editor to edit the CFG file for the application.
2. In the [PSPEngine] section, set the value of the parameter EligibilityDisplayMode to one of the following values:
   • EligibilityDisplayMode=0. No eligibility comments are displayed, and all products (eligible or not) appear in all product selection applets
   • EligibilityDisplayMode=1. Default value. Ineligible products appear in the product selection applets with the eligibility status of N and with comments explaining why they are ineligible.
   • EligibilityDisplayMode=2. Only eligible products appear in the product selection applets, so the user cannot see and pick ineligible products.

To define how eligibility output displays on a server-based application

• Modify the value of the server or component parameter named EligibilityDisplayMode, using the same values as in the previous procedure.