TIP The Territory List view has no relationship with the Territory Management

Tip the territory list view has no relationship with

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TIP: The Territory List view has no relationship with the Territory Management screen and views. The data shown for each differs and how the data is used differs. Administration - Delegated Assignment Screen Delegated administrators (DAs) use the delegated assignment administration views (in the Administration - Delegated Assignment screen) to inherit and refine assignment rules and perform the following tasks: Inherit assignment rules and further specify assignment rule behavior and candidates. Choose to delegate rule responsibility by creating child rule groups and making rules inheritable to the owners of those child rule groups. DAs lower in the hierarchy can then inherit the refined rules, modify them, or choose to further delegate. NOTE: Delegation and inheritance can go many levels deep within a single hierarchy. In the Administration - Delegated Assignment screen, rule group owners have visibility for their rule groups (and subtrees). AAs also have visibility for rules only in their organizations but have unrestricted access to rule administration within those organizations. For more information about delegated assignment, see Chapter 8, “Assignment Rule Administration for Delegated Assignment.” About Assignment Rule Administration This topic includes the following subtopics: “Before Defining Assignment Rules” on page 43 “Process of Defining Assignment Rules” on page 43 “Creating Assignment Rule Groups” on page 45 “About Some of the Assignment Rule Fields” on page 48 “Creating Assignment Rules” on page 51
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Assignment Rule Administration About Assignment Rule Administration Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 43 “Adding Employees, Positions, and Organizations to Assignment Rules” on page 54 “Adding a Sequence Number to Assignment Rules” on page 58 “How Siebel Assignment Manager Determines the Sequence in Which Rules Are Evaluated” on page 58 “Defining Assignment Rules to Use a Single Criterion for Multiple Objects” on page 60 “Choosing a Candidate as the Primary Assignee” on page 61 “Defining Server Key Mappings for Assignment Rule Groups” on page 62 “How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server” on page 63 “Preparing to Release Assignment Rules” on page 65 “Releasing Assignment Rules” on page 65 “Migrating Assignment-Related Data” on page 66 Before Defining Assignment Rules This topic is part of “About Assignment Rule Administration” on page 42 . There are several preparatory tasks to perform before using Siebel Assignment Manager and creating your assignment rules. Before defining your assignment rules: 1 Review the Assignment Manager planning guidelines and best practice information. See Chapter 3, “Planning Your Siebel Assignment Manager Implementation.” 2 Have a good understanding of how Assignment Manager assigns candidates to assignment objects. See “Assignment Methodology and Examples for Creating Assignment Rules” on page 74 .
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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