City Y and City Z for exclusion Products A B and C Territory Condition Values

City y and city z for exclusion products a b and c

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City Y and City Z (for exclusion). Products A, B, and C. Territory Condition Values Assignment Criteria Values In standard business terminology, territory condition values are applied to territory conditions to further constrain the accounts, contacts, and assets that can be assigned. In Siebel Assignment Manager, assignment criteria values are applied to a specific assignment criterion for a particular business condition. For example: A ZIP Code assignment criterion could have the following criteria values: 94401, 94402, 94403, or 94406. A service request assignment criterion could have the following criteria values: CD-ROM, 401K Account, Billing, or so on. Table 3. Differences Between Siebel Assignment Manager and Standard Business Terminology Business Term Siebel Assignment Manager Term Description
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Overview of Siebel Assignment Manager Assignment Concepts Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 25 Assignment Concepts Siebel Assignment Manager routes business entities and work items to the most appropriate candidates by enforcing business rules set by sales, service, and marketing organizations. Assignment Manager does this by matching candidates (that is, employees, positions, and organizations) to predefined and user-configurable assignment objects. To assign the most qualified candidate to each object, Assignment Manager applies assignment rules that you define to each candidate. Business Entity Assignment Object In standard business terminology, business entities can be Accounts, Opportunities, Contacts, Sales Leads, Orders, Campaigns, Service Requests, Trouble Tickets, Activities, and so on. The business representatives for these entities include field service agents, telesales representatives, account executives, and so on. In Siebel Assignment Manager, business entities are known as assignment objects . An assignment rule is associated with one or more assignment objects. Territory Managers and Territory Teams Assignment Candidates In standard business terminology, territory managers and territory teams are generic terms used mostly in sales organizations. For a given business boundary, territory managers and their teams manage accounts, opportunities, contacts, or other business entities (or a combination of any or all of these). They are associated with a particular sales business entity because they satisfy or qualify for the business conditions enforced by their organizations. Such business entities might be Account, Opportunity, Contact, Partner, and so on. In Siebel Assignment Manager, assignment candidates apply not only to sales entities but to service entities as well. Service objects (entities) include Service Request, Product Defect, and so on. For sales organizations, candidates are positions or organizations. For example, a territory for a sales representative might be Northern California, with the exclusion of City Y and City Z for Products A, B, and C.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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