discarded however if the assignment object does not allow for more than one

Discarded however if the assignment object does not

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discarded; however, if the assignment object does not allow for more than one assignee, then only the primary assignee is assigned. If there are multiple exclusive rules, the exclusive rule with the highest-scoring assignee is chosen as the only exclusive rule. However, if multiple exclusive rules with equal scores qualify, the default employee, default position, or default organization is assigned because Assignment Manager is unable to determine the winning rule. For more information about assigning a default employee, default position, or default organization, see Step 7 on page 78 in “Assignment Methodology.” You make an assignment rule exclusive by checking the Exclusive flag for the assignment rule. Creating Assignment Rules This topic is part of “About Assignment Rule Administration” on page 42 . Each assignment rule has an activation and an expiration date that you can use to denote a range of dates for when the rule should be active. If you specify an activation date and no expiration date, the rule is active from the date denoted by the activation date onwards. If you specify an expiration date and no activation date, the rule is active until the date denoted by the expiration date. If you do not specify either the activation date or the expiration date, the rule is always active. NOTE: Siebel Assignment Manager uses the database time to determine whether a rule is active. Use the following procedure to create your assignment rules. This task is a step in “Process of Defining Assignment Rules” on page 43 . To create an assignment rule 1 Navigate to the Administration - Assignment screen, and then the Assignment Rules List view. 2 In the Assignment Rules list, click New. 3 In the new record, click in the available fields to enter relevant information for the new rule.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Rule Administration 52 Table 11 shows the predefined fields. TIP: All fields may not be visible in the initial view. Use the Columns Displayed feature to make fields visible (right-click, select Columns Displayed, use the arrows to move a field from Available Columns to Selected Columns, and then click Save). Table 11. Assignment Rule Fields Field Description Name Name of the assignment rule. Rule Group Assignment rule groups applied to this rule. Each rule must be associated to an assignment rule group. Objects to be Assigned A multivalue group (MVG) field that allows you to select one or more assignment objects to apply to the rule. NOTE: These objects are the business entities chosen by the assignment administrator, such as accounts, contacts, and so on. Sequence Sequence number for this rule. Assignment Manager uses this number to prioritize the execution of a set of rules. By default, assignment rules do not have a sequence number; one must be assigned by the administrator, if needed.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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