1. Product Administration Guide
  2. Defining Compatibility Rules for Products, Product Lines, or Product Classes

Defining Compatibility Rules for Products, Product Lines, or Product Classes

Before you can define a product compatibility rule, you must define the products, and if necessary, the product lines and product classes that it applies to, as described in earlier chapters of this book.

To define compatibility rules for a product

  1. Navigate to the Administration - Product screen.

  2. Click the Eligibility and Compatibility Rules view tab.

  3. In the Eligibility and Compatibility Rules link bar, click Product Compatibility.

  4. If you are creating a rule that has the current product record as the subject, then add a new, add a new record to the Subject 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.

    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.

    Scope

    You can configure the product so this field can be used to select the scope of the rule, the set of products that the rule applies to. It displays the option:

    • Projected Asset Cache. If you are using asset-based ordering, select this to apply the rule to the Account Projected Assets. For more information about projected asset cache, see Siebel Order Management Infrastructure Guide.

    You can add other options by configuring the product using Oracle's Web Tools. In addition, the application does not evaluate the scope field unless you configure the product using Oracle's Web Tools.

    You must select Column Displayed from the menu to display this field.

    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.

    Start Date

    Enter the date when the rule goes into effect.

    End Date

    Enter the date when the rule is no longer in effect.

    Matrix Name

    Select the compatibility group used for grouping this rule. For more information about compatibility groups, see Defining Compatibility Groups.

  5. If you are creating a compatibility rule that has the current product as object, add a new record to the Object Compatibility Rules list and complete the required fields. These are similar to the fields used for defining subject compatibility rules. The exceptions to this are described in the following table.

    Field Comments

    Subject Product

    Select the subject product.

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

    Subject Product Line

    Select the subject product line.

    Subject Product Class

    Select the subject product class.

    Object Product

    Select the object product.

  6. Click Clear Cache.