NOTE Inconsistencies can occur when the Organization and Person Oriented mode

Note inconsistencies can occur when the organization

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NOTE: Inconsistencies can occur when the Organization and Person-Oriented mode is used with assignment rules that use the One, Best Fit assignee filter. The One, Best Fit assignee filter assigns only the highest-scoring position or organization. If the highest-scoring position does not have a qualifying organization, or if the highest-scoring organization does not have a qualifying position, the object remains unassigned, even if a lower-scoring position and its related organization both qualify for the assignment rule. CAUTION: Use caution when the Person-Oriented, Organization-Oriented, and Organization and Person-Oriented modes are used with assignment rules that use a combination of assignee and multitiered filters, because inconsistencies can occur. Potential problems can occur with either organization or position not being assigned when you are using One, Random and One, Best fit assignee filters with the Person-Oriented, Organization-Oriented, and Organization and Person- Oriented modes. Problems can occur because, based on the assignment methodology, the assignee filter is applied first independently to both the Position and Organization candidates. Then, the resulting Positions and Organizations that pass are further filtered through the multitiered filter, which might or might not produce a match between Position and Organization for Person-Oriented, Organization-Oriented, and Organization and Person-Oriented modes. You use Siebel Tools to activate multitiered assignment by setting the Assignment Mode property for an assignment object. NOTE: Do not configure multitiered assignment to assign people and corresponding organizations when running interactive assignment. The reason for this is that, when using interactive assignment, you manually choose assignees and only the person or the organization candidates are shown, not both. Table 55. Multitiered Assignment Modes Multitier Mode Description Independent Assigns people and organizations that qualify, regardless of whether they are related or not. Person-Oriented Assigns people that qualify, then assigns only qualified organizations that the assigned people belong to. Organization-Oriented Assigns organizations that qualify, then assigns qualified people from those organizations. Organization and Person-Oriented Identifies qualified people and organizations, then assigns only those that have both a qualified person and related qualified organization.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Advanced Siebel Assignment Manager Configuration Scenarios for Using Multitiered Assignment with Sales Assignment Rules 268 To configure an assignment object for multitiered assignment 1 Start Siebel Tools. 2 In the Object Explorer, expand Workflow Policy Object, and in the Workflow Policy Objects list, query for the assignment object for which you want to enable mutitiered assignment.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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