Example of Configuring the Opportunity Assignment Object for Team Scoring This

Example of configuring the opportunity assignment

This preview shows page 258 - 260 out of 314 pages.

Example of Configuring the Opportunity Assignment Object for Team Scoring This topic gives one example of configuring the Opportunity assignment object for team scoring. You may use this feature differently, depending on your business model. Use the following procedures to extend the Opportunity assignment object for team scoring. This topic is part of “Process of Configuring Assignment Objects for Team Scoring” on page 256 . To extend the Opportunity object’s base table for team scoring 1 Start Siebel Tools. 2 In the Object Explorer, expand the Table object, and then query for the S_OPTY table. 3 Lock the project for the object by choosing Tools, then Lock Project (or Alt+L). The pencil icon appears in the W field to indicate the project for the object is locked. 4 In the Object Explorer, select Column. 5 In the Columns window, add the records shown in the following table. NOTE: The values and records shown are examples and can be modified, as appropriate, for your deployment. Org Team Score Column The table column that references a Number column in the assignment object’s organization team table. Position Team Score Column The table column that references a Number column in the assignment object’s position team table. Property Record 1 Record 2 Name X_POS_SCORE X_ORG_SCORE Cascade Clear Ignore Ignore Physical Type Data(Public) Data(Public) Precision 22 22 Scale 7 7 Text Length 22 22 Txn Log Code TRUE TRUE Column Value
Image of page 258
Advanced Siebel Assignment Manager Configuration About Configuring Siebel Assignment Manager to Copy Columns Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 259 6 Select each new record and click the Apply button. 7 In the Apply Schema dialog box, enter the appropriate value for database user password, and click Apply. The S_OPTY table is now extended with the following columns: X_POS_SCORE and X_ORG_SCORE. To configure the Opportunity assignment object for team scoring 1 Start Siebel Tools. 2 In the Object Explorer, expand Workflow Policy Object, and select the Opportunity object. 3 Lock the project for the object by choosing Tools, then Lock Project (or Alt+L). The pencil icon appears in the W field to indicate the project for the object is locked. 4 In the Object Explorer, select Assignment Object. 5 In the Assignment Objects window, set values for the properties in the following table. About Configuring Siebel Assignment Manager to Copy Columns Siebel Assignment Manager allows you to copy position- and employee-specific columnar data so that you can replace one position or employee with another and have the position or employee data stay intact. For example, you might have a sales representative who has been working on an account or contact for several days but find you need another person to take on that work.
Image of page 259
Image of page 260

You've reached the end of your free preview.

Want to read all 314 pages?

  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern

Stuck? We have tutors online 24/7 who can help you get unstuck.
A+ icon
Ask Expert Tutors You can ask You can ask ( soon) You can ask (will expire )
Answers in as fast as 15 minutes
A+ icon
Ask Expert Tutors