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Defining Bundled Promotion Compatibility Rules

Compatibility rules state that products require or exclude other products. There are two kinds of compatibility rules. A subject compatibility rule identifies the product that requires or excludes another product. An object compatibility rule identifies the product that is required or excluded. For more information about product compatibility rules, see the topic about compatibility rules in Siebel Product Administration Guide.

You can define compatibility rules for bundled promotions and for components of bundled promotions. These rules allow you to enforce compatibilities between a bundled promotion and other products in the same quote or order.

To define bundled promotion compatibility rules

1. Navigate to the Administration - Product screen, then the Product Promotions view.
2. In the Product Promotions list, query for records with Type field values of Bundled Promotions.
3. Select a bundled promotion for which you want to define compatibility rules.
4. Click the Eligibility and Compatibility Rules view tab.
5. In the view link bar, click the Compatibility link.
6. For each rule you want to create that has the current promotion record as the subject, 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 - Promotion	Read only. This field displays the subject promotion. By default, the field value is the name of the current promotion.
   Subject - Base Product	Select the subject base product.
   Subject - Component Product	If the selection in the Subject - Base Product field is a customizable product, then you can select a subject product component.
   Subject - Product Path	If a value exists in the Subject - Component Product field, then this field displays the path in the base product structure to the subject component. You can change this path or enter a path manually.
   Type	Select the type of this compatibility rule. Options are as follows: Requires. If the subject product is purchased, then the object product must be purchased. Excludes. If the subject product is purchased, then the object product must not be purchased.
   Scope	Select the scope of the rule, which defines the set of products to which the rule applies. Projected Asset Cache. If you use asset-based ordering, then select this option to apply the rule to the Account Projected Assets. For more information about projected asset cache, see Siebel Order Management Infrastructure Guide. Bundled Promotion. Select this option to apply the rule to bundled promotion products. All. Select this option to apply the rule to all products.
   Object - Promotion	This field displays the object promotion. By default, the field value is the name of the current promotion.
   Object - Base Product	Select the object base product.
   Object - Component Product	If the selection in the Object - Base Product field is a customizable product, then you can select an object product component.
   Object - Product Path	If a value exists in the Object - Component Product field, then this field displays the path in the base product structure to the subject component. You can change this path or enter a path manually.
   Object - Product Line	Select the object product line.
   Object - Product Class	Select the object product class.
   Matrix Name	Select the compatibility group used for grouping this rule. For more information about compatibility groups, see the topic on defining compatibility groups in Siebel Product Administration Guide.

7. For each rule you want to create that has the current promotion record as the object, add a new record to the Object Compatibility Rules list and complete the necessary fields.

   The fields in this list are similar to those in the Subject Compatibility Rules list described in the table under Step 6. However, the Object - Product Line and Object - Product Class fields do not exist in the Object Compatibility Rules list. Additional fields are described in the following table.

   Field	Comments
   Subject - Product Line	Select the subject product line.
   Subject - Product Class	Select the subject product class.

8. Click Clear Cache to clear the cache.