Compatibility Rules

Without configuration, compatibility rules are global. While configuration constraints apply to products only when they are components of a given product with components, compatibility rules apply to products globally.

For example, if you created a rule saying that a given computer keyboard is incompatible with a given CPU, without configuration, the rule would apply whenever that computer and CPU are ordered. It would not apply only to a specific model of computer.

Use compatibility rules without configuration if the exclude or require rules apply across a customers entire asset base, open sales orders and current quote. This is the scope of compatibility rules by default; it is possible to change this scope by configuring the application.

With configuration, it is possible to have compatibility rules apply only to products within the same root product, as configuration constraints do. If you are using only product excludes rules, this approach may be useful, because it avoids the overhead of the Siebel Product Configurator constraint engine.

For more information about compatibility rules, see Product and Promotion Eligibility and Compatibility.