Bookshelf v7.7: Assignment Manager System Preferences Compatibility

Territory Assignment System Preferences (Version 4.x) are no longer used in Version 5 and higher; these preferences are referred to now as assignment object properties. Assignment Manager preferences are now set in Siebel Tools by navigating to Workflow Policy Object in the Object Explorer. Each assignment object is defined as a Workflow Policy Object. To define the preferences for an assignment object, expand the corresponding Workflow Policy Object, select Assignment Object, and locate the preference. Preferences appear as assignment object properties. Object preferences are similar to System preferences but allow you to define how Assignment Manager behaves for each object, rather than system preferences that apply to all objects.

Table 40 shows the system preferences used in Territory Assignment and the system preferences used in Assignment Manager.

Table 40. Comparison of Assignment Manager System Preferences
Territory Assignment System Preferences (Version 4 or 4.x)	Assignment Manager Compatibility (Version 5 and Higher)
Allow User Exclusive	Lock Assignment Column in Siebel Tools Assignment Object
Assignee of Unowned	Default Employee, Default Employee, or Default Organization
Copy Opportunity Revenue	Position Team Copy Columns in Assignment Object
Keep Creator	Keep Creator Flag
Keep Manually Assigned	Keep Manual Assigned Flag
(Re)determine Primary Rep	Set Primary Position or Set Primary Employee Flag
Update or Add To	Add Team Members Flag