Bookshelf v8.1/8.2: Effects of Different Definitions of Rules in Siebel Territory Management

The creation, modification, and expiration of rules depend on a number of factors:

Table 7. Effects of Different Definitions of Rules
Rule Type	Alignment Type	Action	Defined in Alignment	Defined in Territory	Activation Date < Effective Start Date	Activation Date >= Effective Start Date
Direct	Major	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
		Drop	Yes	No	Drops not processed	Drops not processed
			Yes	Yes	Drops not processed	Drops not processed
			No	Yes	Drops not processed	Drops not processed
	Minor or Inter-mediate	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
Indirect	Major	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	New territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
	Minor or Inter-mediate	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule

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