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Illustrated Example for Indirect Rules in Territory Management

This section shows an example of how a series of alignments affects the postal code rules for a given territory, B101.

The current postal code rule for the territory states that contacts and accounts in postal code 19142 are assigned to territory B101. The start date for the rule is January 1, 2005, and there is no end date. (See Figure 9.)

Figure 9. Territory B101, Initial State

On January 5th, 2005, the company runs a minor alignment. One rule in this minor alignment specifies that assets in postal code 19142 are assigned to territory B101. (See Figure 10.)

Figure 10. Minor Alignment to Include Assets in Postal Code 19142 for B101

The effect of this minor alignment is to update the territory rule flags, such that the flags checked are the union of the flags in the alignment rule and the territory rule. The start date for the rule remains January 1, 2005, and flags are set for contacts, accounts, and assets. See Figure 11.

Figure 11. Territory B101 After Minor Alignment

On March 1st, 2005, the company wants to run a major refresh for their sales force. For territory B101, they want to assign only contacts in postal code 19142. To accomplish this, they first run a minor alignment to drop all indirect rules, Figure 12. (Alternatively, for only a few rules, they could have manually set the rules to expire; but, for multiple rules on multiple territories, it is better to expire using an alignment. This way, the company keeps record of the rules and territories expired.)

Then, they run a major alignment to create fresh rules which are effective on March 1st, Figure 13.

Figure 12. Minor Alignment to Expire Existing Rules

Figure 13. Major Alignment to Create New Rules

Figure 14 shows the result of the two previous alignments. The old rule has expired and the new contacts-only rule is effective as of March 1st.

Figure 14. Territory B101, Final Status