Siebel Product Administration Guide > Product and Promotion Eligibility and Compatibility >

About Product and Promotion Compatibility

Compatibility allows you to define rules specifying which combinations of products, product attributes, or product promotions are required and which combinations are not allowed. These rules are simpler than Siebel Configurator rules and can be defined by the marketing administrator.

NOTE:  Compatibility supports product promotions, which are created in the Promotions view of the Administration - Product screen, but not other types of promotions. For more information, see the section about product promotions in Siebel Pricing Administration Guide.

Compatibility rules are global. Once they are defined for a product or promotion, they apply whenever it is added to quotes, orders, or agreements.

If the end user selects a product that has a compatibility rule associated with it, the application displays a message describing the rule. The message may say that the selected product requires purchase of another product or that the selected product is not compatible with a previously selected product.

The application does not enforce compatibility rules, as it enforces Siebel Configurator rules. It just displays these messages.

Eligibility and compatibility checks are performed by the same workflow and the same engine at the same time. Compatibility is one step in the overall determination of eligibility. Compatibility rules are just one of a number of different criteria that the eligibility procedure checks to determine whether a product can be sold to a customer given the customer's profile.

Compatibility is based on the PSP engine, so it is fully configurable. For more information about PSPs, see Siebel Order Management Infrastructure Guide. For more information about the PSP used for compatibility, see Eligibility and Compatibility Workflow Reference.