Defining Eligibility Criteria for a Product Version

Procedure

To associate a price list with a product version:

  1. Search for a product in the Search Product zone.
  2. In the Search Results section, click the link in the Description column corresponding to the product whose details you want to view.
    The Product screen appears. It consists of the following tabs:
  3. Ensure that the Main tab is selected.
  4. Click the Add link in the Product Version zone.
    The Product Version screen appears.
  5. Click the Product Services link mentioned in the Sections navigation panel.
    The Eligibility section appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Criteria Displays the criteria (The Add Icon) icon. By clicking the criteria icon, additional fields are displayed that allow you to enter various types of criteria. Not applicable
    Eligibility Type Indicates the list of logical criteria that is checked during enrollment of the customer to the Product and Product Version. The valid value is:

    • Eligibility Rule

    		 No
    Start Date Used to specify the date from when the eligibility criteria will be effective. Yes (Conditional)
    Note: This field is required when you have selected the eligibility criteria from the eligibility type dropdown.
    End Date Used to specify the date till when the eligibility criteria will be effective. No
    Description Used to specify the description for the eligibility criteria. No
    Sequence Used to specify the order in which the product version eligibility criteria should be executed. Yes
    Parameter Indicates the parameter (on the left hand side) which is used in the pricing eligibility criteria. No
    Operator Displays the relational operator to define the relation between the parameter name and value. Yes
    Parameter Value Type Indicates the parameter value against which you want to compare the parameter. No
    Parameter Indicates the parameter (on the right hand side) against which you want to compare the parameter (on the left hand side). No
    Is True Indicates what happens when the condition is true (satisfied). The valid values are:

    • Check Next Condition - Indicates that the condition with consecutive sequence number should be executed.

    • Rule Is False - Indicates that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Indicates that the action specified in the Rule True Action field should be executed.

    		 No
    Is False Indicates what happens when the condition is false (not satisfied). The valid values are:

    • Check Next Condition - Indicates that the condition with consecutive sequence number should be executed.

    • Rule Is False - Indicates that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Indicates that the action specified in the Rule True Action field should be executed.

    		 No
    Is Insufficient Indicates what happens when the data is insufficient. The valid values are:

    • Check Next Condition - Indicates that the condition with consecutive sequence number should be executed.

    • Rule Is False - Indicates that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Indicates that the action specified in the Rule True Action field should be executed.

    		 No
  6. Enter the required details in the Eligibility section.
  7. If you want to add more than one eligibility / criteria to the product version, click the Add (The Add Icon) icon. However, if you want to remove a eligibility / criteria from the Eligibility section, click the Delete (The Delete Icon) icon corresponding to the criteria / sequence field.
  8. Click Save.
    Note:

    You cannot define eligibility criteria for the product version when the eligibility criteria is already defined for the price list.

    You cannot define an eligibility criteria whose start date is earlier than the product version effective date.

    You cannot define multiple eligibility criteria for the product version with the overlapping date range.

    The eligibility is defined for the product version.

Related Topics

For more information on... See...
How to define a product version Defining a Product Version
How to add a standard product to a product version Adding a Standard Product to a Product Version
How to add a product service to a product version Adding a Product Service to a Product Version
How to define a characteristic for a product version Defining a Characteristic for a Product Version