Siebel Assignment Manager Administration Guide > Advanced Configuration >

Assigning Child Accounts Based on Parent's Primary Address

A common business requirement involves the configuration of Assignment Manager to assign children accounts based on the primary account's address. This configuration is completed through Siebel Tools using the following procedure.

To assign child Account objects based on the parent's primary address

  1. In the Object Explorer, select the Workflow Policy object and click the Account record; expand the Workflow Policy object in the Object Explorer and select the Workflow Policy Components object.
  2. Create two new workflow policy components, Parent Account and Parent Account Address, with the properties in the following table:

    3. Name:
    Parent Account
    Parent Account Address
    Source Table Name:
    S_ORG_EXT
    S_ADDR_ORG
    Source Column Name:
    ROW_ID
    ROW_ID
    Target Component Name:
    Account
    Parent Account
    Target Column Name:
    PAR_OU_ID
    PR_ADDR_ID

  3. While the new Parent Account Address record is selected, expand the Workflow Policy Component object and click the Workflow Policy Component Column object. Create a new record with the properties in the following table:

    4. Name:
    State
    Alias
    Parent Account State

  4. In the Object Explorer, select the Assignment Attributes object and create a new record with the properties in the following table:

    5. Name:
    Parent Account State
    Data Type:
    Varchar
    Pick List:
    PickList State
    Pick Field:
    Value

  5. While the new assignment attribute Parent Account State is selected, expand the Assignment Attributes object and click the Assignment Attributes Column object. Create a new record with the properties in the following table:

    6. Name
    Account: Parent Account State
    Assignment Object
    Account
    Workflow Object:
    Account
    Workflow Component:
    Parent Account Address
    Workflow Component Column:
    Parent Account State
    Sequence:
    1

  6. In the Object Explorer, select the Assignment Criteria object and create a new record with the properties in the following table:

    7. Name:
    Parent Account State
    Display Name
    Parent Account State
    Use Expertise
    FALSE

  7. While the new assignment criteria Parent Account State is selected, expand the Assignment Criteria object and click the Assignment Criteria Attribute object; create a new record with the following properties:

    8. Name:
    Account: Parent Account State
    Assignment Attribute:
    Parent Account State
    Store Column:
    1
    Display Sequence:
    1
    Display Name:
    Parent Account State

After the configurations are complete, the project must be checked into the server, and various server administration procedures must be run. To update your deployment with these new configurations, see Server Administration After Configuration.

For more information on compiling projects, see Siebel Tools Reference. For information on distributing the siebel.srf file, see Siebel Anywhere Administration Guide.

An assignment rule can now be created that assigns child accounts based on the parent's primary address.

NOTE:  Make sure the child account has a value in the PAR_OU_ID column pointing to a parent account that has the primary address.


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003