Siebel Assignment Manager Administration Guide > Advanced Siebel Assignment Manager Configuration >
Reassigning Accounts to a Different Primary Position
To reassign Account assignment objects to another position, use the following procedure. This procedure provides an example of mapping the PR_POSTN_ID column of the Account assignment object's base table (S_ORG_EXT) to a new assignment attribute named Account Primary Position. Configuration in Siebel Tools is required for this process. NOTE: The following procedure can be employed anytime you want to use a base table column as an assignment attribute.
To reassign accounts to a different position
- Start Siebel Tools.
- In the Object Explorer, select the Workflow Column object and create a new record with the following properties:
- Name: Account Primary Position Id
- Table: S_ORG_EXT
- Column: PR_POSTN_ID
- Select Workflow Policy Object, then Account, then Workflow Policy Component, and then Account. Select an account record.
- Drill down on the Workflow Policy Component Column and add a new record called Account Primary Position Id.
- In the Object Explorer, select Assignment Attribute and create a new record called Account Primary Position.
- Drill down on the Assignment Attribute Column and add a new record with the following properties:
- Name: Account: Account Primary Position Id
- Assignment Object: Account
- Workflow Policy Object: Account
- Workflow Component: Account
- Workflow Policy Component Column: Account Primary Position Id
- Sequence: 1
- In the Object Explorer, select Assignment Criteria and create a new record called Account Primary Position.
- Drill down on the Assignment Criteria Attribute and create a new record called Account Primary Position Id with the following properties:
- Name: Account Primary Position Id
- Assignment Attribute: Account Primary Position Id
- Store Column: 1
- Display Sequence: 1
- Display Name: Id
- Check in the project to the server, compile changes to the siebel.srf file, and distribute it to your users.
- Choose Tools, then Compile.
- In the Object Compiler dialog box, select the Assignment project.
- Select the Siebel client repository file (default is siebel.srf file) located in the Objects subdirectory within the Siebel client root directory.
- Click Compile.
- In the updated Client, create a new assignment rule based on the assignment object Account; add a new criterion for this rule, and select the Account Primary Position; under the values applet, select the row ID of the position you want to reassign.
- Navigate to the Positions view of this new Assignment Rule; select the new position that is to replace the previous position.
- Release assignment rules by clicking Release in the Assignment Rules view.
- Run a Batch Assignment against a test account that includes the old position; use the following parameters:
- Object: Account
- Object WHERE clause:
WHERE ROW_ID=' your_value '
- Confirm that the test account is reassigned and then run a Batch Assignment to reassign the other accounts to the new position; use the following parameters:
- Depending on your situation, run Contact Denormalization to update the contact access list.
For information about running Assignment Manager in denormalization mode, see Running Siebel Assignment Manager in Denormalization Mode.
- To set up Position in the Values applet as a picklist, select the appropriate picklist and applet when configuring the Workflow Column and Assignment Criteria Attribute for the Account Position Id.
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