10 Assignment Manager generates assignments Assignment Manager writes assignees

10 assignment manager generates assignments

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10 Assignment Manager generates assignments. Assignment Manager writes assignees to the database to finalize the assignment, as follows: Writes the primary assignment rule and primary assignees to the object’s primary table. For team-based objects, writes assignees to the object’s team table. NOTE: For interactive assignments, assignees appear in the appropriate list after calculation. The candidate that Assignment Manager determines as the primary appears highlighted. The user can then choose the candidate or candidates for assignment, or the user can override and assign a different primary by selecting a different record. Example of Creating Sales Assignment Rules Based on Territories This topic is part of “Assignment Methodology and Examples for Creating Assignment Rules” on page 74 . This topic gives one example of how a sales organization can strategically assign salespeople based on territories. You may use this feature differently, depending on your business model. Your sales organization wants to create four territories based on geographic location. In this case, you may want to create four assignment rules: US Northeast, US Northwest, US Southeast, and US Southwest, as shown in Figure 5 on page 79 . Siebel Assignment Manager then assigns your salespeople depending on the geographic location of the sales opportunity. NOTE: For detailed instructions on performing each step in the following procedure, see Chapter 5, “Assignment Rule Administration.” Figure 5. Example of Creating Sales Territories One of the assignment rules representing a sales territory (US Northwest) highlighted in the Assignment Rules List view.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration Assignment Methodology and Examples for Creating Assignment Rules 80 To create sales assignment rules based on territories 1 Create assignment rules as sales territories. In this example, in the Assignment Rules List view you create four assignment rules, one for each territory, as shown in Figure 5 on page 79 . 2 Determine the assignment criteria. In this example, in the Assignment Criteria view, you define Account State as the criteria for each assignment rule, because the assignment rules are based on territories. 3 Define the criteria values. In this example, in the Assignment Criteria view, you use the states that make up each territory as criteria values. The following figure shows an example of defining a sales territory using assignment criteria and values as described in Step 2 and Step 3 . 4 Add the positions. In the Assignment Positions view, add the sales positions responsible for each territory. As an example, you add Division Manager - West and Field Sales Representative to the US Northwest assignment rule.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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