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Siebel Territory Management Guide > Activating and Maintaining Territory Alignments > Viewing and Editing Rules for Individual TerritoriesAfter a territory alignment has been scheduled or activated for the first time for a hierarchy, the Rules list is populated for individual territories, according to the rules set up in the Alignments view. These territory records contain the (master) rules that are used by Assignment Manager to make changes to the database. When the alignment is rolled out or when the Assignment Rule Group is rerun for maintenance (as described in Using the Periodic Runs Workflow to Maintain Territory Alignments), Assignment Manager reads and applies these rules. This Rules list for individual territories can be used to:
If you do make changes to rules for individual territories, remember that these changes are not reflected in the alignment record. If you do need to make a change to a territory rule, it is good practice to similarly update the alignment. To do this, you need to copy the original alignment, update the rules, and then rerun the alignment so that you have an alignment whose results are the same as what is rolled out to the sales force. To view or edit rules for individual territories
Some buttons are described in the following table. NOTE: You cannot view conditions that have been created for the territory, except through the Assignment Manager user interface. |
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