Policy eligibility

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

You can define criteria so commercial policies apply to a customer segment or a specific customer-for example policies only for independents versus only for large supermarkets. Eligibility is controlled with the Segment Builder; see the Segment Builder topic for full detail.

Specify a target account (account commercial policies)

From a commercial policy record, click Edit.
Scroll to the Effectivity Section section.
Choose a Target Account.
Select Inheritable if the policy should apply to child accounts.
Click Save.

Specify a target segment (segment commercial policies)

From a commercial policy record, click Edit.
Scroll to the Effectivity Section section.
Choose a Target Segment.
Click Save.

Specify specific segment rules

From a commercial policy record, open the Rules tab.
Use the segment builder to enter your rules.

Specify a specific account to receive eligibility

Sometimes only one account should gain or lose access to a policy. Overrides give granular control.

From a commercial policy record, open the Related tab.
Scroll to Eligibility Overrides.
Click New.
Enter the account whose eligibility you are changing.
Choose Eligible to grant access or Ineligible to remove it.
Optionally set effectivity so the override applies only in a date range.
Click Save.

Policy effectivity

You control the period during which a commercial policy runs. Effectivity can follow a date range or simply depend on the active flag. Policies outside their window or marked inactive do not run in the sales channels.

Specify a commercial policy effective selling period

From a commercial policy record, click Edit.
Scroll to the Effectivity Information section.
Set the policy active (checked) or inactive (unchecked).
Set Effective From (start of execution during orders) and Effective To (end of execution).
Click Save.