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Product Compatibility Scope "All" Does Not Enforce The Configured "Required" Rules (Doc ID 2811336.1)

Last updated on SEPTEMBER 30, 2021

Applies to:

Siebel CRM - Version 8.1.1 [21112] and later
Information in this document applies to any platform.


The Product Compatibility Rule Scope "All" does not enforce the "Required" action. For information related to Product compatibility please refer to Siebel Product Administration Guide > Product and Promotion Eligibility and Compatibility.

This can be reproduced using the steps below:

Product and Promotion Configuration:

1- From Administration - Product, have 2 Simple Products:

2- From Administration - Product, have 1 Customizable Product with 2 simple Products:

   SN_SP1 - Def Cardinality = 0 > Max Cardinality = 1
   SN_SP2 - Def Cardinality = 0 > Max Cardinality = 999

3- From Administration - Product > Product Promotions, have a Product Promotion and add SN_CP1 as a Component:

   SN_CP1 - Def Cardinality = 1 > Max Cardinality = 1 > Min Cardinality = 1 > Action: Disconnect

4- From Administration - Product > Eligibility and Compatibility Matrices > Compatibility Rules add the Rule below:

Type: Require
Subject - Product: SN_SP2
Object -  Product: SN_SP1
Scope: ALL


Assets Creation:

5- Create an Account and an Asset:

5.1  Go to Accounts > Account Summary
5.2  In Installed Assets, create a new Asset
5.3  In the Order created, add SN_SP2

5.4 Click on "Verify" in the Order Header

Result: The "Eligibility Comments" field shows:

SN_SP2 requires SN_SP1 (via rule SN_SP2 requires SN_SP1) as expected

6- Now add SN_Promotion to the Order. SN_CP1 and SN_SP1 will be automatically added based on the promotion and product configuration

6.1 Click on "Verify"

Result: The "Eligibility Comments" field is cleared as expected

7- Complete the Order by changing the line items status to "Complete" as well the Order Status and do "Auto Asset" from the Menu item

8 - Go to Accounts > Installed Assets. All related products are listed:



Compatibility Test To confirm Rule works:

9- In Installed Assets, modify the Asset by selecting SN_Promotion and clicking on the "Modify" button

10- It goes to the Order and the following Line items are seen:


11- Select SN_CP1 and click "Customize

12- SN_SP1 is listed as existing item with Qty = 1

13- Add SN_SP2 with Qty=1 and in the Product SN_SP1, clear the Qty field value so the item is deleted.      * This step was just done to confirm compatibility message is displayed*




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