Siebel Territory Management Guide > Running Territory Alignments >

Setting Up Territory Alignments

This topic describes how to create the alignment record and enter the rules and conditions that determine how objects and positions are assigned to territories.

NOTE:  For information about creating rules and conditions through bulk loading, see Using EIM with Territory Management.

CAUTION:  Before creating rules, make sure that you review About Rule Activation in Territory Management and understand how the rules that you create in your alignments combine with any rules that are currently active in territories.

This task is a step in the Process of Setting Up and Running Territory Alignments.

To create a territory alignment record

1. Navigate to the Territory Management screen > Alignments List view.
2. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	The name of the territory alignment.
   Hierarchy	This value is the territory hierarchy that you want to align.
   Status	For information about this field, see About the Status Field.
   Type	Major or minor territory alignment. (See About Territory Alignments: Major and Minor.)
   Division	If the territory hierarchy contains more than one division and you want to align only the territories in one of the divisions (not all territories in the hierarchy), enter a division in this field.
   Activation Date	This value is the date in the future that you want the new assignments to take effect, that is, to be rolled out to all the sales representatives in the hierarchy (or in the division and hierarchy combination). Only territory nodes that are active on this date are included in the alignment.
   Coverage	Indicate whether territory coverage is nationwide or sparse (for example, in metropolitan areas only).

3. Drill down on the alignment.
4. In the lower link bar, click Positions, and in the list, create rule records that map positions to territories.

   Although you can assign a position from any division to a territory, in most cases, you only assign positions from the division that is associated to your territory hierarchy.

5. Create rules for assigning accounts, contacts, and assets to territories.

   In the Lower Link Bar, Click...	Use This View to...
   Contacts	Create direct rule records for contacts. Use contact rules to add (or drop) contacts directly to territories.
   Accounts	Create direct rule records for accounts. Use account rules to add (or drop) accounts directly to territories.
   Assets	Create direct rule records for assets. Use asset rules to add (or drop) assets directly to territories.
   Postal Codes	Create indirect rules that assign contacts, accounts, and assets in specified postal codes to territories. If you create postal code rules, do not create geo zone rules.
   Geo Zones	Create indirect rules that assign contacts and accounts in specified geo zones to territories. If you create geo zone rules, do not create postal rules.

   TIP:   The buttons on the Rules list provide shortcuts for creating rules, as described in the following table.

   Button	Use this button to
   Move	Drop from one territory and add to another. The button changes the Action on the selected record to Drop and creates a new record where the Action is Add.
   Copy From Territory	Create rules based on current rules for selected territories. (To view the current rules for territories, see Viewing and Editing Rules for Individual Territories.)

6. (Optional) Create conditions using the following substeps:
   1. Click the Conditions view tab.
   2. Create new records and complete the necessary fields.

      Some fields are described in the following table. For information about conditions, see About Conditions in Territory Management.

      Field	Comments
      Sequence	The sequence number is supplied automatically. You can edit the sequence field to reorder conditions, but some hard-coded restrictions apply according to the type of condition. For example, sequence numbers 0-299 are reserved for global conditions. (Global conditions apply to all objects and are not restricted to particular territories, postal codes, or geo zones.)
      Object	Choose to apply the condition to accounts, contacts, or assets.
      Attribute	You can configure new attributes using Siebel Tools. See Configuring Additional Attributes for Territory Conditions.
      Territory	You can use any of these alone or combine Territory with Postal Code or Territory with Geo Zone. These are used to specify local conditions.
      Postal Code
      Geo Zone
      And/Or	For information about the And/Or operator, see About Conditions in Territory Management.