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Siebel Product Administration Guide > Product and Promotion Eligibility and Compatibility > About Eligibility Rules and Configuration Constraints for Siebel CRM Version 7.7 and EarlierIn versions Siebel CRM 7.5 and 7.7, you may have used configuration constraints, linked items, and scripting to create rules controlling which customers could buy a product. In Siebel CRM version 7.8 and later, you can do this much more efficiently using eligibility rules. For example, you want to limit the availability of a product named 104 USB Keyboard to customers who have a type of Commercial:
Without configuration, compatibility rules do not necessarily substitute for Siebel Configurator requires and excludes rules. The difference is that the compatibility rules would work against the Projected Asset Cache, which includes all assets for the customer, all open orders for the customers and the current quote for the customer. This broad scope may be unacceptable if you want the scope of the rule to just be the components within one customizable product instance, as it is for configuration constraints. For more information about the Projected Asset Cache, see Siebel Order Management Infrastructure Guide. By default, the Projected Asset Cache, with its extended scope, is used in workflows, whereas Siebel Configurator rules apply only to the loaded product. If you want workflows to have a more limited view, identical to Siebel Configurator rules, you must change the default Eligibility and Compatibility Procedure by modifying the Projected Asset Cache query. As an example, see the step Initialize PAC and the following steps in Eligibility and Compatibility Workflow Reference. However, if you are using linked items and attributes and configuration constraints to control product eligibility, then eligibility rules are a preferred replacement for these configuration constraints. By using eligibility rules instead of the modeling approaches used in earlier versions, you achieve: |
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