Configure Product Qualification

Product Internal Organization Unit (IOU) qualification filters the products a rep can order so that they see only the products qualified for their internal org unit. Create a single product qualification procedure and add the qualification steps your business needs.

Required Editions

View supported editions

User Permissions Needed
To create product catalogs and categories:	Order Capture for Manufacturing AND Product Catalog Management

Note You can add other qualification types, such as product qualification, category qualification, and disqualification, to the same procedure. For details, see the Product Catalog Management.

Complete these steps in order:

Create and activate the Product IOU Qualification decision table.
Create the product qualification procedure.
Configure and activate the procedure plan for qualification.

Create and Activate the Product IOU Qualification Decision Table
Set up the decision table that maps products to internal org units, and then activate it.
Create the Product Qualification Procedure
Create one qualification procedure and add the Product IOU Qualification step, which is the required step. Add any other qualification steps you need in the same procedure.
Configure and Activate the Procedure Plan for Qualification
Associate the qualification procedure with its procedure plan and activate the plan so that it runs at order capture.