Siebel Assignment Manager Administration Guide > Advanced Assignment Manager Configuration >

Maintaining the Manually Assigned Primary Position

Assignment Manager maintains an object row's manually-assigned primary position when the Keep Manual Primary Position property is set to TRUE, but only when PR_REP_MANL_FLG=Y on the object row. By default, this value is set to N.

For example, when an assignment opportunity object is created in the Siebel UI, the creator is added to the opportunity object's team as the primary. For this position to be recognized as the manually assigned primary by Assignment Manager, an employee with Data Administration rights must set this property in the appropriate administrative screen. This action changes PR_REP_MANL_FLG to Y so Assignment Manager does not reset the primary when run.

To maintain the object's primary position

1. Start your Siebel application.
2. Access the Administration - Data screen. (Check your responsibility if this screen is not visible.)
3. Navigate to the Opportunity (or other assignment object) screen.
4. Locate and select the assignment object of interest.
5. Click the Sales Team select button to launch the Sales Team window.
6. Click the Primary check box of another position in the list; then reselect the Primary check box of the original position.

   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.