|Bookshelf Home | Contents | Index | PDF|
This topic explains the various operating modes available for running Assignment Manager. Depending on the operating mode, you invoke Assignment Manager using the server administration views, using the command-line interface to run server component jobs, or both.
You can use batch assignment to assign multiple records in a single batch. For example, you can assign orders that are created during the business day at the end of business using batch assignment so that the assignments are made before start of business the next morning. Another example of batch assignment is when you change assignment rule definitions—you can use batch assignment to reassign objects using the new assignment rules. Batch assignment is optimized to process a large number of items efficiently.
Dynamic assignment performs assignments automatically as other users and server programs create records or modify existing records. For example, if a user creates a new opportunity or changes the revenue amount or the address of an opportunity, dynamic assignment automatically detects the change and invokes Assignment Manager to reassign the opportunity to a different territory or sales team, as determined by the assignment rule.
Interactive assignment allows end users to invoke Assignment Manager by a click of a button or menu selection, review the list of assignees generated by Assignment Manager, and then accept or override the assignees.
NOTE: Mobile users running Assignment Manager in interactive mode do not make real-time assignments, because interactive assignments made by mobile users are not applied to the server until they resynchronize.
Table 6 shows the supported operating modes and server components used for running each mode.
|Siebel Assignment Manager Administration Guide|