Package - Eligibility

This page is used to define the conditions under which a package can be selected on an order.

Open this page using Menu > Sales & Marketing > Package > Search and navigate to the Eligibility page.

Description of Page

Package contains a concatenation of basic information about the package. Package ID is the system-assigned unique identifier of the package. These values only appear after the order is added to the database.

The Eligibility Criteria Group scroll contains one entry for each group of eligibility criteria. The following fields may be defined for each group:

• Use Sequence to control the relative order in which the group is executed when the system determines if the package can be selected on an order (smaller numbers are executed before larger numbers).
• Use Description and Long Description to describe the criteria group.
• Use If Group is True to define what should happen if the eligibility criteria (defined in the following grid) return a value of True.
  • Choose Eligible if this package can be selected on the order.
  • Choose Ineligible if this package cannot be selected on the order.
  • Choose Check Next Group if the next criteria group should be checked.
• Use If Group is False to define what should happen if the eligibility criteria (defined in the following grid) return a value of False.
  • Choose Eligible if this package can be selected on the order.
  • Choose Ineligible if this package cannot be selected on the order.
  • Choose Check Next Group if the next criteria group should be checked.

The grid that follows contains the package's eligibility criteria. Think of each row as an "if statement" that can result in the related eligibility group being True or False. For example, you might have a row that indicates the customer is eligible for the package if their customer class is residential. The following bullets provide a brief description of each field on an eligibility criterion. Please refer to Defining Logical Criteria for several examples of how this information can be used.

• Use Sequence to control the order in which the criteria are checked.
• Use Criteria Field to define the field to compare:
  • Choose Field if you want to compare a response to a question / miscellaneous field to a given value. Push the adjacent search button to select the field.
  • Choose Algorithm if you want to compare anything other than a response to a question / miscellaneous field. Push the adjacent search button to select the algorithm that is responsible for retrieving the comparison value.
• Use Criteria Comparison to define the method of comparison:
  • Choose Algorithm if you want an algorithm to perform the comparison and return a value of True, False or Insufficient Data.
  • Choose any other option if you want to compare the Criteria Field Type using a logical operator. The following options are available:
• Use >, <, =, >=, <=, <> (not equal) to compare the Criteria Field Type using standard logical operators. Enter the comparison value in the adjacent field.
• Use In to compare the Criteria Field Type to a list of values. Each value is separated by a comma. For example, if a field value must equal 1, 3 or 9, you would enter a comparison value of 1,3,9.
• Use Between to compare the Criteria Field Type to a range of values. For example, if a field value must be between 1 and 9, you would enter a comparison value of 1,9. Note, the comparison is inclusive of the low and high values.
  • The next three fields control whether the related logical criteria cause the eligibility group to be considered True or False:
    • Use If True to control what happens if the related logical criterion returns a value of True. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, then the package will be judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.
    • Use If False to control what happens if the related logical criterion returns a value of False. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, then the package will be judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.
    • Use If Insufficient Data to control what happens if the related logical criterion returns a value of "Insufficient Data". You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false , then the package will be judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.