Siebel Territory Management Guide > Activating and Maintaining Territory Alignments >

Using Assignment Manager to Maintain Territory Alignments

In day-to-day operations, contact, account, and asset records are added, deleted, and changed. You want to make sure that as changes are made to these records, your territory alignment is updated accordingly.

For example, when a new account is added, when a contact's primary specialty changes, or when an asset is moved to a new address, you want to have the sales team or owner for the record updated automatically and within a short period of time.

To maintain alignment, you set up Assignment Manager to run the alignment rules in batch mode at regular intervals, for example, once a week.

Before you can set up the batch assignment run, you need to determine the rule group ID for the activated alignment. This ID is stored in the S_TERRASGN_INFO table and is uniquely determined for each combination of division, hierarchy, and assignment object.

After you have determined the rule group ID, you can set up the batch assignment run. You need one batch job for each type of assignment object. For example, if your alignment includes both contacts and accounts, create two batch jobs: one for contacts and one for accounts.

This task is a step in the Process of Activating and Maintaining Territory Alignments.

To set up Assignment Manager run a territory alignment's rule group in batch mode

1. Perform a direct SQL query in the database to determine the rule group ID for your division, hierarchy, and assignment objects:

   Select ASGN_RULE_GRP_ID from S_TERRASGN_INFO Where DIVISION_ID = 'Division ID' AND TERR_HIER_ID = 'Hierarchy ID' AND ASGN_OBJECT_CD = 'Assignment Object'

   Where:

   • Division ID is the row number of the division record.

     NOTE:  If you are aligning the whole hierarchy and no division is specified, then query for where DIVISION_ID IS NULL.

   • Hierarchy ID is the row number of the hierarchy record.
   • Assignment Object is TM Account, TM Contact, or TM Asset.

     For example: Select ASGN_RULE_GRP_ID from S_TERRASGN_INFO Where DIVISION_ID = '88-21NSV' AND TERR_HIER_ID = '88-21NRZ' AND ASGN_OBJECT_CD = 'TM Contact'

2. Follow the instructions for running Assignment Manager in batch mode that are given in the Siebel Assignment Manager Administration Guide.

   In this case, suggested values for job parameters are shown in the following table.

   Name	Value	Example
   Assignment Key	<Assignment Rule Group Id>	88-23X9X
   Assignment Object Name	TM Account, TM Contact, or TM Asset	TM Account
   Dynamic Candidate Parameters	ActivationDt: 'current date' 1	ActivationDt: '06/15/05 01:00:00 AM'
   Copy Candidate Specific Data	Yes	Yes
   Use Key Value	Rule Group	Rule Group

   1Assignment rules that are active on this date are applied.