Siebel Territory Management Guide > Activating and Maintaining Territory Alignments >

Rolling Back Major Territory Alignment Activations


About Roll Back

If a major alignment activation is scheduled for a date in the future, you can cancel the activation any time before the activation date. Canceling the activation rolls back the territory rules you set up when you scheduled the alignment activation and cancels the scheduled Assignment Manager job.

NOTE:  If a rule activation is active, the alignment has already taken effect and you cannot roll back.

When a major alignment is rolled back, territory rules are restored mostly to their previous state. The exception is that end dates on existing rules are lost upon roll back.

What Happens During Roll Back?

For active territory nodes in the hierarchy, roll back:

  • Deletes rules where the start date (and time) match the activation date (the rule must also be present in the alignment)
  • Deletes the end date from rules where the end date matches the activation date.

NOTE:  Rules that are added manually or edited manually (for example if the start date is changed) are not rolled back.

Figure 15 illustrates roll back behavior, using direct contact rules as the example.

Figure 15. Roll Back Illustration
Click for full size image

Procedure

This task is a step in the Process of Activating and Maintaining Territory Alignments.

To roll back a scheduled territory alignment activation

  1. Navigate to Territory Management screen > Alignments List view.
  2. Select an alignment record where the status is Scheduled.
  3. Click Roll Back Activation.
Siebel Territory Management Guide