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

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 select products to add to quotes, orders, or agreements. You can define how this information is displayed by setting the Eligibility Display Mode parameter value. Setting this value controls the Eligibility and Compatibility procedure which dictates the behavior of eligibility and compatibility as follows:

• If set to 0, the procedure is not run. This stops price list visibility, contract visibility, and product effectivity filters from running also.
• If set to 1, the procedure is run, and ineligible products are displayed with messages. In the Siebel Configurator, ineligible products are displayed in red text.
• If set to 2, the procedure is run, and ineligible products are not included in selections.

You can set the Eligibility Display Mode parameter value at various levels in your application. For example, you can choose to set the parameter value from the Enterprise, Server or Object Manager level. You can also set the value at the applet, workflow call, or at the data service API level.

The Eligibility and Compatibility procedure looks for the display mode value in the following locations and in the following order:

1. Display Mode workflow process property
2. The EligibilityDisplayMode property on the applet
3. The Eligibility Display Mode server parameter
4. The Eligibility Display Mode default value (1 - show all products with messages)

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 must 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.

NOTE:  In addition to being set in the applet, the eligibility setting can be set by a workflow or by a server parameter.

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

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.