Bookshelf v7.8: About Activating and Maintaining Territory Alignments

When you activate an alignment, Territory Management creates the actual assignment rules for the territories. (Assignment rules are not created when the alignment is run.) These are the rules that are used by Assignment Manager to assign positions to the account, contact, and asset records.

When you create the rules for territories, any existing rules that conflict with the new rules are set to expire on the activation date (or the roll-out date if the activation date is in the past).

Table 6 describes two slightly different activation behaviors, depending on if the activation date is in the future or the past.

Table 6. Scheduled Compared with Active
If the Activation Date Is...	Then Territory Management...	And, the Alignment Status Is...
In the future	Creates the rules for the territories and then schedules an Assignment Manager job to implement and roll out the rules on the activation date.	Scheduled, until the activation date Active, after the activation date
Now or in the past	Creates the rules for the territories and immediately Assignment Manager runs the job to roll out the rules.	Active

Maintaining

After the territory rules have been created, you can set Assignment Manager to rerun these rules at regular intervals. This action updates assignments as database records are added and changed.