To enable this feature first configure an assignment objects user properties so

To enable this feature first configure an assignment

This preview shows page 259 - 261 out of 314 pages.

To enable this feature, first configure an assignment object’s user properties so that Assignment Manager can find the lists of columns in the position or employee team tables. Then, you submit a component job request so that Assignment Manager retains the position- or employee-specific data in the team table for the new person. During assignment processing, the data from one position (or employee) is copied to the extension columns for the new position (or employee) before deleting the original position (or employee). Column Value Employee Team Score Column The name of the column that stores the score for each member of an employee team. Org Team Score Column The name of the column that stores the score for each member of an organization team. Position Team Score Column The name of the column that stores the score for each member of a position.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Advanced Siebel Assignment Manager Configuration About Configuring Siebel Assignment Manager to Copy Columns 260 The logic that Assignment Manager uses to copy position- or employee-specific data is as follows: 1 Checks to see if the position or employee already exists in the account team. If yes, do nothing If no, skip to Step 2 2 Searches to find one of the following: Any positions with position-specific data for the same rule group (or list of rule groups when merging sales forces) on the team. Any employees with employee-specific data for the same rule group on the team. 3 If: No, do nothing Yes, do one of the following: Find the position record that has the latest updated position-specific data, copy that position’s data, and assign it to the new position Find the employee record has the lasted updated employee-specific data, copy that employee’s data, and assign it to the new employee Process of Configuring Siebel Assignment Manager to Copy Columns This topic is part of “About Configuring Siebel Assignment Manager to Copy Columns” on page 259 . By default, the TM Account assignment object is configured to copy columnar position or employee data. However, you can make this feature available for other assignment objects by configuring user properties using Siebel Tools, then initiating a server component job to process the information. To copy columns for positions or employees, perform the following tasks: 1 “Configuring Assignment Objects to Copy Columns” on page 260 2 Copying columns, by doing one of the following: “Copying Columns Using the GUI” on page 262 “Copying Columns Using the Server Manager Command-Line Interface” on page 263 Configuring Assignment Objects to Copy Columns Using Siebel Tools, you can configure assignment objects to copy position-specific or employee- specific data. Typically, you configure sales objects to copy position-specific data and you configure service objects to copy employee-specific data.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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