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Defining Compatibility Rules for Products and Promotions


You can define compatibility rules for products, product lines, product classes, or promotions.

NOTE:  If you create compatibility rules for product lines, they only apply to the primary product line of each product.

All of these types of compatibility rules allow subject compatibility rules and object compatibility rules. For more information about subject and object compatibility rules, see About Compatibility Rules.

Defining Compatibility Rules for Products, Product Lines, or Product Classes

Before you can define a product compatibility rule, you must define the products, and if necessary, the product lines and product classes that it applies to, as described in earlier chapters of this book.

To define compatibility rules for a product

  1. Navigate to the Administration - Product screen.
  2. In the Product record, make sure the Check Eligibility check box is selected.
  3. Click the Eligibility and Compatibility Rules view tab.
  4. In the Eligibility and Compatibility Rules link bar, click Product Compatibility.
  5. If you are creating a rule that has the current product record as the subject, then 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 Product

    Select the subject product. The default is the product that is selected in the Products list, but you can select any product to replace it.

    Type

    Select the type of the rule. Options are:

    • Compatibility - Requires. If the subject product is purchased, the object product must be purchased.
    • Compatibility - Excludes. If the subject product is purchased, the object product must not be purchased.

    Scope

    You can configure the product so this field can be used to select the scope of the rule, the set of products that the rule applies to. It displays the option:

    • Projected Asset Cache. If you are using asset-based ordering, select this to apply the rule to the Account Projected Assets. For more information about projected asset cache, see Siebel Order Management Infrastructure Guide.

    You can add other options by configuring the product using Oracle's Siebel Tools. In addition, the system does not evaluate the scope field unless you configure the product using Oracle's Siebel Tools.

    You must select Column Displayed from the menu to display this field.

    Object Product

    Select the object product.

    NOTE:  Make an entry in only one of the fields Object Product, Object Product Line, Object Product Class.

    Object Product Line

    Select the object product line.

    Object Product Class

    Select the object product class.

    Start Date

    Enter the date when the rule goes into effect.

    End Date

    Enter the date when the rule is no longer in effect.

    Matrix Name

    Select the compatibility group used for grouping this rule. For more information about compatibility groups, see Defining Compatibility Groups.

  6. If you are creating a compatibility rule that has the current product as object, add a new record to the Object Compatibility Rules list and complete the required fields. These are similar to the fields used for defining subject compatibility rules, except that for the fields described in the following table.
    Field
    Comments

    Subject Product

    Select the subject product.

    NOTE:  Make an entry in only one of the fields Subject Product, Subject Product Line, Subject Product Class.

    Subject Product Line

    Select the subject product line.

    Subject Product Class

    Select the subject product class.

    Object Product

    Select the object product.

  7. Click Clear Cache.

Defining Compatibility Rules for Product Lines

Before you can define a product line compatibility rule, you must define the product lines, and if necessary the products and product classes, it applies to, as described in Siebel Product Administration Guide.

To define compatibility rules for a product lines

  1. Navigate to the Administration - Product screen.
  2. Click the Eligibility and Compatibility Rules view tab.
  3. In the Eligibility and Compatibility Rules link bar, click Product Line Compatibility.
  4. Add a record to the Subject Compatibility Rules list or the Object Compatibility Rules list, and complete the necessary fields.

    These fields are similar to the fields used for product compatibility, except that you must choose a product line instead of a product as the subject product of a subject compatibility rule and as the object product of an object compatibility rule.

Defining Compatibility Rules for Promotions

Before you can define promotion compatibility rule, you must define the product promotions it applies to, as described in the section on product promotions in Siebel Pricing Administration Guide.

To define promotion compatibility rules

  1. Navigate to the Administration - Product screen.
  2. In the link bar, select Product Promotions.
  3. In the Product Promotions list, select the promotion you are defining rules for.
  4. Click the Eligibility and Compatibility Rules view tab.
  5. In the link bar of the Eligibility and Compatibility Rules view, click Product Compatibility.
  6. Add records to the Subject Compatibility Rules list and Object Compatibility Rules list, and define the rules in the same way that you do when you are defining product compatibility rules.
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