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Siebel Territory Management Guide > Activating and Maintaining Territory Alignments >
Activating Territory Alignments
After you successfully run and review your alignment (as described in Running Territory Alignments), you are ready to activate the alignment so the assignment of positions to account, contact, asset records or a combination thereof takes effect in your database. CAUTION: If you have changed the alignment type (from major to minor, or from minor to major), make sure to rerun the alignment before activating it.
This task is a step in the Process of Activating and Maintaining Territory Alignments. To activate a territory alignment
- Decide the date that you want your alignment to take effect (become active).
- Review the dates on the territory nodes to make sure that all the territories that you want to assign have active nodes:
- Navigate to the Territory Management screen > Hierarchies List view.
- Drill down on the hierarchy record.
- In the Territory Nodes list, review the Effective Start Date and Effective End Date for each territory.
- Navigate to Territory Management screen > Alignments List view.
- Enter or confirm the activation date.
- Click Activate Rules.
- Refresh the screen to monitor the status as the alignment is activated.
If the Activation Is Successful and the Activation Date Is... |
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Future |
Scheduled (On the activation date, "the alignment takes effect" and the alignment status changes to active) |
Past |
Active |
For more information about status values, see Table 5.
- When the status is Active, click Go to Server Tasks to view the status of the job submitted to the Assignment Manager.
When the server task is over, you can review the Team field for selected contacts, accounts, or assets to confirm that the alignment has been effected.
NOTE: If the status is Alignment Activation Failed, the alignment cannot be rerun or reactivated. You need to copy the alignment, fix the problem, and then run and activate the copied alignment.
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