Assigning Objects Based on the Primary Address An assignment rule with address

Assigning objects based on the primary address an

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Assigning Objects Based on the Primary Address An assignment rule with address criteria, by default, passes objects (Account, Contact, and Opportunities, for example) based on any one of the multiple addresses associated with the objects. However, Siebel Assignment Manager is configurable to assign based on only the primary address. This configuration is completed through Siebel Tools in the following procedure. The Account assignment object is used in this example. NOTE: For Siebel Life Sciences, Assignment Manager can populate the Primary Address field for the system-assigned positions for the contacts on the intersection table (S_POSTN_CON). To assign objects based on the primary address 1 Start Siebel Tools. 2 Select the assignment object. a In the Object Explorer, expand Workflow Policy Object.
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Advanced Siebel Assignment Manager Configuration Assigning Child Accounts Based on Parent’s Primary Address Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 245 b In the Workflow Policy Objects list, select Account. 3 Select the workflow policy component to change the Source Column and Target Column fields. a In the Object Explorer, select Workflow Policy Component. b In the Workflow Policy Component window, select Account Address. c Change Source Column Name to ROW_ID (from OU_ID). d Change Target Column Name to PR_ADDR_ID (from ROW_ID). 4 Repeat Step 2 and Step 3 for the Contact and Opportunity assignment objects. 5 Check in the projects to the server. For more information about checking in projects, see Using Siebel Tools . 6 If using dynamic assignment or workflow policies, drop and regenerate triggers by running the Generate Triggers server component. See “Generating Triggers for Dynamic Assignment Using the GUI” on page 223 or “Generating Triggers for Dynamic Assignment Using the Server Manager Command-Line Interface” on page 224 for more information about stopping and restarting this server component. Alternatively, see Siebel System Administration Guide . Assigning Child Accounts Based on Parent’s Primary Address A common business requirement involves the configuration of Siebel Assignment Manager to assign child accounts based on the primary account’s address. This configuration is completed through Siebel Tools using the following procedure. To assign child account objects based on the parent’s primary address 1 In the Object Explorer, select the Workflow Policy object, and click the Account record. 2 Expand the Workflow Policy object in the Object Explorer, and select the Workflow Policy Components object. 3 Create two new workflow policy components, Parent Account and Parent Account Address, with the following properties. Name Parent Account Parent Account Address Source Table Name S_ORG_EXT S_ADDR_ORG Source Column Name ROW_ID ROW_ID Target Component Name Account Parent Account Target Column Name PAR_OU_ID PR_ADDR_ID
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Advanced Siebel Assignment Manager Configuration Assigning Child Accounts Based on Parent’s Primary Address 246 4
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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