Siebel Territory Management Guide > Setting Up and Running Territory Alignments >

Configuring Additional Attributes for Territory Conditions

In the preconfigured application the Attribute field for TM_Account, TM_Asset, and TM_Contact contains a short list of attributes that can be used for conditions in Territory Management.

For example, the attributes available for creating TM_Account conditions are Account Status, Account Type, and Beds, and you want to create conditions on the Industry field. The following procedure outlines the modifications you need to make in Oracle's Siebel Tools to add additional attributes for creating conditions.

NOTE:  If joins are required for the additional attributes, it is important that the same join that is configured in the <object> business component must be also be configured in the TOS*<object> business components. For example, if there is a join for the Account business component, there must be the same joins for the TOS*Account business components. If there is not, the Wfprocmgr component may terminate during TOS step of the Alignment Process.

For general information about configuring workflow policy objects and columns and assignment attributes and columns, see the Siebel Assignment Manager Administration Guide.

NOTE:  The following procedure uses Industry as an example of an attribute. The actual values you must use depend on the actual attribute and the data model you are working with.

To make additional attributes available for conditions

1. In Oracle's Siebel Tools, create a new workflow policy column record and complete the fields as follows:

   Property	Example
   Name	Industry
   Table Name	S_INDUST
   Column Name	NAME
   PickList	PickList Industry
   Source Field	Name

2. Add a new workflow policy component column:
   1. Navigate to the workflow policy object TM Account, workflow policy component Industry.
   2. Create a new workflow policy component column.
   3. Complete the fields as follows:

      Property	Example
      Workflow Column Name	Industry
      Parent Name	Industry
      Workflow Object Name	TM Account

3. Create a new assignment attribute record and complete the fields as follows; or, if the assignment record already exists, skip to Step 4.

   Property	Example
   Bounded	TRUE
   Data Type	Varchar
   Name	Industry Name
   Pick List	PickList Industry
   Use Range	FALSE

4. For the assignment attribute you created in Step 3, create a new assignment attribute column and complete the fields as follows:

   Property	Example
   Name	Industry
   Assignment Object	TM Account
   Workflow Policy Object	TM Account
   Workflow Policy Component	Industry
   Workflow Component Column	Industry Name

5. Create a new assignment criteria record and complete the fields as follows:

   Property	Example
   Name	Industry
   Display Name	Industry Name
   Team	FALSE
   Use Expertise	FALSE

   NOTE:  As a best practice, you should use the same name for the TM Attribute LOV value and the corresponding Assignment Criteria in order to maintain consistency.

6. For the assignment criteria record you created in Step 5, create a new assignment criteria attribute and complete the fields as follows:

   Property	Example
   Name	Industry
   Assignment Attribute	Industry Name
   Store Column	1
   Display Sequence	1
   Display Name	Industry Name

7. In your Siebel application, in Administration - Data screen, List of Values view, add a new value to the Attribute LOV and complete the fields as follows:

   Field	Value	Example
   Type	TM_ASGN_ATTRIBUTE	TM_ASGN_ATTRIBUTE
   Display Value	Text string	Industry Name
   Language Independent Code	Text string	INDUSTRY NAME
   Parent LIC	TM Object Name	TM ACCOUNT

   For general information about adding a new value to an existing list of variables, see the Siebel Applications Administration Guide.

8. In Oracle's Siebel Tools, in the Alignment Condition business component, create a new user property and complete the fields as follows:

   Property	Value	Example
   Name	Alignment Condition Attribute n	Alignment Condition Attribute 4
   Value	"Parent LIC", "LOV LIC", "criteria name", "business object name, business component name, component field name"	"TM ACCOUNT", "INDUSTRY NAME", "Industry", "Account,Account,Industry"

9. Add a field record for the new attribute to the TOS business components related to the assignment object.

   In this Industry example, to add the Industry field you need to create two new joins:

   Property	Join 1	Join 2
   Alias	S_ORG_INDUST	S_INDUST
   Table	S_ORG_INDUST	S_INDUST
   Outer	Y	Y
   Destination Column (Join Specification)	OU_ID	ROW_ID
   Source Field (Join Specification)	Id	Industry Id

   And, add both the Industry and Industry Id to the TOS*Account business components:

   Property	Field 1	Field 2
   Name	Industry Id	Industry
   Join	S_ORG_INDUST	S_INDUST
   Column	INDUST_ID	NAME
   Type	DTYPE_TEXT	DTYPE_TEXT
   Force Active	Y	Y

   The TOS*Account business components are:

   • TOS Account
   • TOS Target Alignment-Position-Territory-Account
   • TOS Target Alignment-Position-Territory-Country-Account
   • TOS Target Alignment-Position-Territory-Geo Zone-Account
   • TOS Target Alignment-Position-Territory-Industry-Account
   • TOS Target Alignment-Position-Territory-Postal Code-Account
   • TOS Target Alignment-Position-Territory-Product-Account
   • TOS Target Alignment-Position-Territory-State-Account
   • TOS Target Alignment-Territory-Account
   • TOS Target Alignment-Territory-Country-Account
   • TOS Target Alignment-Territory-Geo Zone-Account
   • TOS Target Territory-Industry-Account
   • TOS Target Territory-Postal Code-Account
   • TOS Target Territory-Product-Account
   • TOS Target Territory-State-Account

You can display a complete list of the TOS*Account business components to add by querying in the Siebel Tools Business Components view for the string TOS*Account.