Set Up Product Eligibility

Product eligibility lets salespeople check whether products added to opportunities are eligible to sell based on rules that you set up.

For example, you sell software, and government regulations prevent you from selling certain types of software to certain countries.

So you set up rules to keep salespeople from selling these products to customers with locations in these countries. Salespeople can click the Check Eligibility button in the opportunity Products table to check whether products are eligible to sell.

Setup Overview

Perform the steps listed here to enable eligibility in opportunities.

Prerequisite: Before you can implement product eligibility, you must have created a sales catalog and added products to it.

Here are the high-level setup steps:

1. Set up eligibility rules in the catalog.

2. Set the eligibility check to run.

3. Enable the Check Eligibility button on the Products table in opportunities.

Note: Keep in mind that eligibility functionality is only available for individual products. You can't implement eligibility rules for product groups. Also, eligibility checks can only be performed in opportunities.

Create Eligibility Rules

You set up eligibility rules in the product group pages in Setup and Maintenance. Here's how:

1. In Setup and Maintenance, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Product Groups

2. In the Manage Product Groups page, select the product group that has the products in it, for which you're setting up eligibility rules.

3. Lock the product group to modify it.

4. Select the product for which you're setting up eligibility rules.

5. Add a row to the Eligibility Rules table.

6. In the Eligibility Rules table, for each rule, set your options:

   • Rule Type: Set the product as available. To disable eligibility for the product set the product as unavailable.

   • Country: Select a country for which the Available and Unavailable actions apply.

   • Dates: Select the dates for the eligibility rule.

7. Click Publish.

8. Unlock the product group.

9. Click Save and Close.

Setting Eligibility Check to Run

Set the eligibility check to run using the product group usage pages in Setup and Maintenance:

1. In Setup and Maintenance, go to the following:

   • Offering: Sales

   • Functional Area: Sales Foundation

   • Task: Manage Product Group Usage

2. In the Manage Product Group Usage page, select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.)

3. Click the Functions tab in the Details section of the page.

4. For the Eligibility engine option, click the Value drop-down list and set the value to Run.

5. Click Save and Close.

Enable the Check Eligibility Button

Use Application Composer to enable the Check Eligibility button on the opportunity Products table:

1. Ensure that you're working in an active sandbox.

2. Click Navigator > Configuration > Application Composer.

3. In the navigation tree, expand Standard Objects.

4. Expand the Opportunity object and then click Pages.

5. In the Opportunity: Pages page, ensure that the Application Pages tab is active.

6. In the Details Page Layouts region, select the Standard Layout in the table and then click the Duplicate icon. The Duplicate Layout dialog box appears.

   Note that you may be using a different layout than the default one. If this is the case, then select the appropriate layout.

7. Enter a name for the new layout and click Save and Edit.

   You're returned to the edit page for the new layout.

8. In the Edit Revenue Table region, click the edit icon.

9. In the Edit Revenue Table page, find the Check Eligibility button in the Buttons and Actions window. Move the field from the Available Buttons window to the Selected Buttons window.

10. Click Save and Close.

11. Click Done.

12. Validate the change by navigating to the edit opportunity page and ensuring that you can see the Check Eligibility button on the Products table.

    Note that the user you sign in with to validate the change must belong to a sales resource organization. For example, you must sign in as a sales representative.

13. Publish the sandbox according to your company's process.

14. The Check Eligibility button is now available to sales users on the opportunity Products table.