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About Activating and Maintaining Territory Alignments

About Activating Territory Alignments

When you activate an alignment, Territory Management creates the actual assignment rules for the territories. (Assignment rules are not created when the alignment is run.) These are the rules that are used by Assignment Manager to assign positions to the account, contact, and asset records.

When you create the rules for territories, any existing rules that conflict with the new rules are set to expire on the activation date (or the roll-out date if the activation date is in the past).

You can activate alignments only where all territories have the same primary hierarchy as the alignment hierarchy. Territories can be associated with multiple territory hierarchies so you can run alignments to simulate results, but the application does not allow to activate alignments for non-primary hierarchies. The application requires that you use only one primary hierarchy for alignment activation for a given group of Territories. The primary hierarchy that you defined for each territory is used to validate that all territories in the alignment have the same primary hierarchy as the alignment hierarchy. The alignment can be activated only if they are the same.

Table 8 describes two slightly different activation behaviors, depending on whether the activation date is in the future or the past.

About Maintaining Territory Alignments

After the territory rules have been created, you can set Assignment Manager to rerun these rules at regular intervals. This action updates assignments as database records are added and changed.