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

Creating Eligibility Matrices

When you create an eligibility matrix, you enter data similar to the data entered in an eligibility rule, but you enter the data under the matrix.

You must use eligibility to create eligibility rules for product classes.

Eligibility and compatibility rules are shown in the Eligibility and Compatibility Matrices view, regardless of how you created them. If you create them in Eligibility and Compatibility Rules view and grouped them under a matrix, they are displayed under this matrix. This procedure describes how to create them directly under the matrix.

To create an eligibility matrix

1. Navigate to the Administration - Product screen, and then the Eligibility and Compatibility Matrices view.
2. In the Eligibility and Compatibility Matrices list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for a group.
   Matrix Type	Select Eligibility Rules.

3. Click the name of the new record.

   The Eligibility Matrix form and Eligibility Rules list appear.

4. Add a new record to the Eligibility Rules list and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Product	Select the subject product. NOTE:  You may use only one field of Product, Product Line, and Product Class.
   Product Line	Select the subject product line.
   Product Class	Select the subject product class.
   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.
   Account, Account Type, City, State, Postal Code, Country	In one of these fields, enter the account, account type, city, state, postal code, or country that the rule applies to. Depending on the Rule Type that you chose, this is required to buy the product or excludes you from buying the product.
   Effective Start	Enter the date when the rule goes into effect.
   Effective End	Enter the date when the rule is no longer in effect.