NOTE It is not necessary to recompile the siebelsrf file when configuring an

Note it is not necessary to recompile the siebelsrf

This preview shows page 251 - 254 out of 314 pages.

NOTE: It is not necessary to recompile the siebel.srf file when configuring an assignment object to stop assignment of the default organization. Stopping Assignment of Organizations for Accounts If you do not want Siebel Assignment Manager to reassign the organizations that you have set up for an account, you must change the default property values for the Account assignment object in Siebel Tools. NOTE: The following procedure is also valid for other objects such as Contact and Opportunity.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Advanced Siebel Assignment Manager Configuration Setting the Lock Assignment Default Value for Activity Assignment Objects 252 To stop reassignment of organizations for accounts 1 Start Siebel Tools. 2 In the Object Explorer, expand Workflow Policy Object. 3 In the Workflow Policy Object list, select Account. 4 In the Object Explorer, click Assignment Object. 5 In the Assignment Objects list, set the following values: Default Organization = blank Org Primary Column = blank Org Table = blank Set Primary Org = FALSE where blank is a null value. After these values are set, Assignment Manager does not reassign any organizations for accounts. 6 Run various server administration tasks. For instructions, see Step 2 and Step 3 of the procedure in “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 . NOTE: It is not necessary to recompile the siebel.srf file. However, you must check in the changes to the server database. Setting the Lock Assignment Default Value for Activity Assignment Objects Assignment objects contain a lock assignment feature that, when activated by checking the Lock Assignment column on the assignment object’s list applet in Siebel Tools, prevents Siebel Assignment Manager from assigning or reassigning a position or candidate to that object. You can use this feature to exclude an object (such as Account or Opportunity object) from being reassigned by Assignment Manager. By setting the column defined in the Exclude Column for the assignment object, Assignment Manager excludes (ignores) the object for assignment. The Lock Assignment parameter for activity objects is, by default, set to TRUE. This setting does not allow Assignment Manager to assign these objects. Therefore, Assignment Manager does not assign activity records. However, the Field Service Activity object is the one exception and is, by default, available for assignment (the Lock Assignment parameter is set to FALSE). Other activity objects must have the Lock Assignment parameter set to FALSE or NULL for assignment to occur. (The lock assignment feature for activity records, except those for Siebel Field Service, defaults to Y .)
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Advanced Siebel Assignment Manager Configuration Setting the Lock Assignment Default Value for Activity Assignment Objects Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 253 The behavior for the Field Service Activity object is due to a setting in the Post Default Value property
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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