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Preparing Siebel Territory Management Rules for Upgrade

Upgrades from: Siebel 7.8.x.

Environments: Production test, production.

Territory rules management was introduced in Siebel CRM 7.8. As of Siebel CRM 8.0, territory rules cannot have overlapping effective date ranges. For example, the following two rules have overlapping effective date ranges:

Rule 1

Territory: A100

Account: XYZ Corp

Effective Start Date: 1/1/2006

Eff. End Date: 6/30/2006

Rule 2

Territory: A100

Account: XYZ Corp

Effective Start Date: 4/1/2006

Eff. End Date:

You must identify rules with overlapping effective date ranges and modify the rules to eliminate any overlap.

To prepare territory rules for upgrade

1. Run the following script against the database:

   Windows: DBSRVR_ROOT\common\TM_DupRuleCheck.sql

   UNIX: DBSRVR_ROOT/common/TM_DupRuleCheck.sql

   The script returns a list of all territory rules that have overlapping effective date ranges.

2. In Territory Management, revise rule effective date ranges to remove the overlaps.