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Maintaining the Manually Assigned Primary Position

Siebel Assignment Manager maintains an object's manually assigned primary position when the Keep Manual Primary Position property in Siebel Tools for the object is set to TRUE. Assignment Manager identifies the manually assigned primary position when the PR_REP_MANL_FLG field = Y on the object. By default, the PR_REP_MANL_FLG value is set to N, which indicates the candidate is not a manually added primary.

When the primary position is updated in the GUI, the PR_REP_MANL_FLG flag is updated to Y. If Siebel EIM imports opportunities where PR_REP_MANL_FLG=TRUE and S_OPTY.PR_POSTN_ID=NULL, then running the batch assignment in this case assigns the opportunities that sets PR_REP_MANL_FLG to FALSE. For this position to be recognized as the manually assigned primary by Assignment Manager, manually set the Primary Assignment Manual flag, that is, PR_REP_MAN_FLG, to make that position the manually assigned primary.

To maintain the object's primary position

1. Navigate to the Opportunities screen, and then the Opportunity List view (or another assignment object).
2. Query for and select the item of interest.
3. Click the Sales Team select button to launch the Team Members dialog box.
4. Click the Primary check box of another position in the list; then reselect the Primary check box of the original position and click OK.

   This process changes the system PR_REP_MANL_FLG value to Y and updates PR_REP_SYS_FLG to N.

This procedure can also be used to add positions to the object or delete system-assigned positions from the object.

About the Keep Creator Property

The purpose of the Keep Creator property is for Assignment Manager to either maintain an object's creator or delete an object's creator.

For primary position assignment:

• If the Keep Creator property in Siebel Tools for an object is set to FALSE, then Assignment Manager deletes the creator.
• If the Keep Creator property in Siebel Tools for an object is set to TRUE, then Assignment Manager maintains the object's creator, but does not delete the creator of the assignment object from the team.

Assignment Manager currently retains the existing primary position whereby it matches the current primary position of the creator. However, if the primary position of the employee is changed after the creation of the assignment object, then the original primary position is removed during the assignment. This behavior persists even when the Keep Creator property is set to TRUE.