1. Product Administration Guide
  2. Creating Compatibility Matrices

Creating Compatibility Matrices

When you create a compatibility matrices, you enter data similar to the data entered in a compatibility rule, but you enter it directly under the matrix record.

You must use compatibility matrices to create compatibility rules where the subject is a product class.

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 a compatibility matrix

  1. Navigate to the Administration - Product screen, then the Eligibility and Compatibility Matrices view.

  2. In the Eligibility and Compatibility Matrices list, add a new record and complete the necessary fields, as described in the following table.

    Field Comments

    Name

    Enter a name for a group.

    Matrix Type

    Select Compatibility Rules.

  3. Click the name of the new record.

    The Compatibility Matrix form and the Compatibility Rules list appear.

  4. Add a new record to the Compatibility Rules list and complete the necessary fields, as described in the following table.

    Field Comments

    Subject Product

    Select the subject product. The default is the product that is selected in the Products list, but you can select any product to replace it.

    Note: Make an entry in only one of the fields Subject Product, Subject Product Line, and Subject Product Class.

    Subject Product Line

    Select the subject product. The default is the product that is selected in the Products list, but you can select any product to replace it.

    Subject Product Class

    Select the subject product. The default is the product that is selected in the Products list, but you can select any product to replace it.

    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.

    Object Product

    Select the object product.

    Note: Make an entry in only one of the fields Object Product, Object Product Line, Object Product Class.

    Object Product Line

    Select the object product line.

    Object Product Class

    Select the object product class.

    Effective Start

    Enter the date when the rule goes into effect.

    Effective End

    Enter the date when the rule is no longer in effect.