Siebel Incentive Compensation Administration Guide > Sales Crediting >

Sales Credit Assignment Operations

Siebel Incentive Compensation Sales Credit Assignment (SCA) operations are described in the following sections:

• Defining Assignment Rules
• Defining Crediting Validation Rules
• Processing Sales Crediting on an Order
• Manually Adding Sales Team and Credit Assignments
• Maintaining Credit Assignments
• Assignment Failure and Recovery of Data

For descriptions of the associated administrator's tasks, see Example Process for Sales Crediting.

For information on sales crediting errors, see Troubleshooting Sales Crediting Errors.

NOTE:  Sales Credit Assignment must be restarted if changes are made to hierarchies, such as adding hierarchy versions or territories, and if changes are made to a hierarchy definition, such as new hierarchies, new sequence numbers, and new validation rules.

Defining Assignment Rules

When Defining Assignment Rules, the SCA performs the following tasks:

• Defines Status, Effective Dates, and Rules Types

  Sales Hierarchy screens are used to define the associated Rule Status, Effective Dates, and Rule Types. For more information, see Sales Hierarchies.

• Defines a sort sequence on rule attributes

  The sort sequence is used to sort assignment rules by rule attributes. By default, the sort sequence is Rule Type=1, followed by Lowest Level Flag=2 and Hierarchy Level=3. The sequence number must be unique for each attribute.

• Defines a priority number for each Rule Type

  Each rule has a rule type (Name Acct, Geo, and so on). Because Rule Type is an unsorted text field, it must be mapped to a number. For example, Name Acct is mapped to priority number 1 and Geo to a priority number 2. These priority numbers are also used to sort rules by rule types. Rules with the highest numbered rule type are sorted so that they are evaluated first by Assignment Manager. The priority numbers must be unique for each rule type.

Defining Crediting Validation Rules

Crediting validation rules are associated with hierarchies. By default, there is no validation for a hierarchy and Assignment Manager credit validations are not verified. If a validation rule is defined, the Assignment Manager credit validations are verified by the SCA. If the validation fails, the crediting status of the order is changed.

Processing Sales Crediting on an Order

The SCA is primarily invoked to process sales crediting on an order. This automatic process involves several steps:

1. The SCA processes an order according to its assignment status.
   • Processes new orders

     By default, an order is created with Assignment Status = Run Assignment.

   • Processes changed orders

     A Net Change resets the Assignment Status to Run Assignment.

   • Processes manually tagged orders

     For example, you can reset the Assignment Status to Run Assignment to reprocess the order against updated assignment rules.

   • Processes orders that are unassigned because of a failure from a previous assignment process
2. The SCA sends Assignment Rules to Assignment Manager according to the order's sales hierarchy category.
3. The Rule Manager assigns a sequence number to the rules. The SCA sends the rule group name to Assignment Manager. Assignment Manager loads the rules for processing and filters those rules that do not fall in the Order Date while processing a particular order into a Rule Group.
4. After receiving the rules, Assignment Manager evaluates them by sequence number.
5. Assignment Manager assigns positions (people), credits, and territories using the following methods:
   • Deletes existing assignments before processing an order and making new assignments.
   • If positions, credits, and territories are not already assigned to an order, Assignment Manager assigns them to the order credit allocation table.
   • If an order already has these assignments, Assignment Manager logs new values (if appropriate) without changing the previous assignments.
6. The SCA views and edits appropriate fields in the Error view.

Manually Adding Sales Team and Credit Assignments

You can manually add sales representatives to single or multiple orders or line items either before the sales crediting process is run or after it has run and the results are incorrect.