Bookshelf v7.8: About Rule Activation in Territory Management

CAUTION: Make sure that you understand the contents of the Table 7 and Table 8 before activating alignments. It is important to understand how various combinations of factors will affect your final territory rules.

These tables describe the territory rules that result when an alignment is activated. The creation, modification, and expiration of rules depends on a number of factors:

Table 7. Activation Behavior for Direct Rules
Align't Type	Action Flag	Defined in Align't	Defined in Terr.	Activation Date < Eff. Start Date	Activation Date Eff. Start Date
Major	Add	Yes	No	New territory rule	New territory rule
		Yes	Yes	New territory rule (After the activation, there are two rules with different start dates.)	No change on current territory rule
		No	Yes	No change on current territory rule	Set the effective end date to the activation date for current territory rule
	Drop	Yes	No	Drops are not processed (Same effect as Defined in Align't = N, Defined in Terr. = Y.)
		Yes	Yes
		No	Yes
Minor	Add	Yes	No	New territory rule	New territory rule
		Yes	Yes	New territory rule	No change on current territory rule
		No	Yes	No change on current territory rule	No change on 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 on current territory rule	Set the effective end date to the activation date for current territory rule
		No	Yes	No change on current territory rule	No change on current territory rule

Table 8. Activation Behavior for Indirect Rules
Align't Type	Action Flag	Defined in Align't	Defined in Terr.	Flags	Activation Date < Eff. Start Date	Activation Date Eff. Start Date
Major	Add	Yes	No	Same	New territory rule	New territory rule
		Yes	Yes	Same	New territory rule	New territory rule
		Yes	Yes	Different	New territory rule	No change on current territory rule
		No	Yes	Different	New territory rule	No change on current territory rule
	Drop	Yes	No	Same	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
		Yes	Yes	Same	No change on current territory rule	Set the effective end date to the activation date for current territory rule
		Yes	Yes	Different	No change on current territory rule	Set the effective end date to the activation date for current territory rule
		No	Yes	Different	No change on current territory rule	No change on current territory rule
Minor	Add	Yes	No	Same	New territory rule	New territory rule
		Yes	Yes	Same	New territory rule	No change on current territory rule
		Yes	Yes	Different	New territory rule	Update territory rule flags (The flags checked will be the union of the flags in the alignment rule and the territory rule.)
		No	Yes	Different	No change on current territory rule	No change on current territory rule
	Drop	Yes	No	Same	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
		Yes	Yes	Same	No change on current territory rule	Set the effective end date to the activation date for current territory rule
		Yes	Yes	Different	No change on current territory rule	Deselect the common flags
		No	Yes	Different	No change on current territory rule	No change on current territory rule