Optional Building Blocks of Siebel Assignment Manager on page 34 Siebel

Optional building blocks of siebel assignment manager

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“Optional Building Blocks of Siebel Assignment Manager” on page 34 “Siebel Assignment Manager Operating Modes” on page 36 “Specialized Siebel Assignment Manager Features” on page 38 “Modes for Processing Assignment Rules” on page 39 Siebel Assignment Manager Terminology Siebel Assignment Manager uses different terminology than what you may be accustomed to in standard business terminology. Table 3 compares some of these terms and describes how they differ from standard business terminology and what they represent in the context of the Assignment Manager application. Familiarize yourself with these terms before planning and creating your assignment rules. Table 3. Differences Between Siebel Assignment Manager and Standard Business Terminology Business Term Siebel Assignment Manager Term Description Territories Assignment Rules In standard business terminology, a territory is a collection of accounts, contacts, and or assets that are managed by a team of positions. Usually a territory is based on a geographic area: either a collection of postal codes or geographic zones. In Siebel Assignment Manager, an assignment rule is a collection of logical business boundaries. These business boundaries include: Geographic. ZIP Code or other postal code, Province, City, State, Country, and so on. Non-geographic. Named Accounts, Industries, Products and Product Lines, Revenue, Sales Stage, Lead Quality, Service Request Area, Service Request Subarea, and so on.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Overview of Siebel Assignment Manager Siebel Assignment Manager Terminology 24 Territories (continued) Assignment Rules (continued) You can also enforce additional business rules using assignment rules. For example, you can define a rule so that a specific account manager manages a particular account and the account’s related opportunities. NOTE: The word territory is used in other places in the GUI, where it is not related to the assignment territory features described in this guide. For example, the terms described in this table are not the same as the terms used with the Siebel Territory Management module. See also Siebel Territory Management Guide . Territory Conditions Assignment Criteria In standard business terminology, territory conditions constrain the accounts, contacts, and assets that can be assigned. In Siebel Assignment Manager, assignment criteria enforce business conditions when applied to assignment rules. An assignment rule can have one or more assignment criteria. For example, if a sales representative’s territory is Northern California, but excludes City Y and Z for Products A, B, and C, then there are three territory conditions (assignment criteria) that define the sales representative’s territory. The three conditions are: State, City, or ZIP Code (to identify Northern California).
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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