TIP If Workflow Policy Object is not visible in the Object Explorer you can

Tip if workflow policy object is not visible in the

This preview shows page 268 - 270 out of 314 pages.

TIP: If Workflow Policy Object is not visible in the Object Explorer, you can enable it by selecting View, then Options, then Object Explorer in the Development Tools Options dialog box. 3 In the Object Explorer, select Assignment Object. 4 Lock the project for the assignment 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. 5 For the assignment object, change the Assignment Mode property to the multitiered assignment mode operation of interest. Choices are: Independent, Org & Person-oriented, Organization-oriented, and Person-oriented. Scenarios for Using Multitiered Assignment with Sales Assignment Rules This topic gives one example of how multitiered assignment may be used with sales assignment rules. You may use multitiered assignment differently, depending on your business model. Multitiered assignment is a logical assignment feature that considers the relationships between people and organizations before assigning an object, which makes this feature well-suited to sales organizations. To activate multitiered assignment, you must first use Siebel Tools to configure assignment objects. Then, after assignment objects are configured, multitiered assignment can function in various modes. The following scenarios show how multitiered assignment functions in various modes. Each scenario is based on the same sales opportunity and the same assignment rules. Independent Assignment If multitiered assignment is disabled, Assignment Manager assigns the object independently, resulting in the following scenario: All people and organizations not matching assignment rule criteria are filtered out. For each person who matches the assignment rule criteria, assign that person to the object. For each organization that matches the assignment rule criteria, assign that organization to the object.
Image of page 268
Advanced Siebel Assignment Manager Configuration Scenarios for Using Multitiered Assignment with Sales Assignment Rules Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 269 The European and Asian sales representatives independently are assigned to the same opportunity as well as the Europe and North America organizations, as shown in Table 56 . Figure 33 illustrates assignment in Independent mode, where qualified people and organizations are assigned, regardless of whether they are related. Person-Oriented Assignment If multitiered assignment is set to Person-Oriented mode, the following situation occurs: All organizations and people not matching assignment rule criteria are filtered out. For each person who matches the assignment rule criteria, assign that person to the object. Evaluate organization candidates for the assigned people’s organizations. If the organization matches, assign that organization to the object.
Image of page 269
Image of page 270

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