Bookshelf v7.5: Using Multitiered Assignment with Sales Assignment Rules

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Using Multitiered Assignment with Sales Assignment Rules

Multitiered assignment is a logical assignment feature that considers the relationships between people and organizations before assigning an object. Multitiered assignment functions in various modes; see Multitiered Assignment for more information on multitiered assignment and its assignment modes. Multitiered assignment must also be configured for assignment objects. For more information on this process, see Configuring Assignment Objects for Multitiered Assignment. The following scenarios show how multitiered assignment functions in various modes. Each scenario is based on the same sales opportunity and the same assignment rules.

Independent Assignment. If multitiered assignment is disabled, Assignment Manager assigns the object independently, resulting in the following scenario:

All people and organizations not matching assignment rule criteria are filtered out.

For each person that matches, assign that person to the object.

For each organization that matches, assign it to the object.

The European and Asian Sales Representatives independently are assigned to the same opportunity as well as the Europe and North America organizations, as shown in the following table:


Person	Match	Organization	Match	Assigned Person	Assigned Organization
European Sales Representative	Y	Europe	Y	European Sales Representative	Europe
North American Sales Representative	N	North America	Y		North America
Asian Sales Representative	Y	Asia	N	Asian Sales Representative

Person-Oriented Assignment. If multitiered assignment is set to person-oriented mode the following situation occurs:

All organizations and people not matching assignment rule criteria are filtered out.

For each person that matches, assign that person to the object.

Evaluate organization candidates for the assigned people's organizations. If the organization matches, assign that organization to the object.

The European and Asian Sales Representatives are assigned, but only the Europe organization is assigned, as shown in the following table:


Person	Match	Organization	Match	Assigned Person	Assigned Organization
European Sales Representative	Y	Europe	Y	European Sales Representative	Europe
North American Sales Representative	N	North America	Y
Asian Sales Representative	Y	Asia	N	Asian Sales Representative

Organization-Oriented Assignment. If multitiered assignment is set to organization-oriented mode the following situation occurs:

All organizations and people not matching the assignment rule criteria are filtered out.

For each organization that matches, assign it to the object.

Evaluate each person candidate for the assigned organization's people. If a person matches, assign that person to the object.

The Europe and North America organization are assigned, but only the "European Sales Representative" is assigned, as shown in the following table:


Person	Match	Organization	Match	Assigned Person	Assigned Organization
European Sales Representative	Y	Europe	Y	European Sales Representative	Europe
North American Sales Representative	N	North America	Y		North America
Asian Sales Representative	Y	Asia	N

Organization and Person-Oriented Assignment. If multitiered assignment is set to organization and person-oriented mode, the following situation occurs:

All organizations and people not matching the assignment rule criteria are filtered out.

For people and organizations that satisfy the assignment rule criteria, assign only those that have both a corresponding organization and person that meet the criteria (similar to a logical AND statement).

Only the European Sales Representative and the Europe organization are assigned, as shown in the following table:


Person	Match	Organization	Match	Assigned Person	Assigned Organization
European Sales Representative	Y	Europe	Y	European Sales Representative	Europe
North American Sales Representative	N	North America	Y
Asian Sales Representative	Y	Asia	N