Bookshelf Home | Contents | Index | Search | PDF |
Developing and Deploying Siebel eBusiness Applications > Assignment Manager >
Specifying Assignment Criteria and Values for Rules
After defining assignment rules for each territory, you need to define the assignment criteria and criteria values.
- Assignment criteria. Criteria used to determine which candidates qualify to receive the assignment. In the NREC example, the criteria will compare the attributes of an opportunity and the attributes of a partner employee. Partner employees that have appropriate attributes will qualify for the assignment.
- Criteria values. Specific values or range of values for a given criterion. Criteria values are used for comparison. In the NREC example, the values for the assignment criteria are the ZIP Codes that fall within a particular territory.
To specify territory assignment criteria and values
- Navigate to the Assignment Rule View and select the assignment rule for San Francisco that you created in the previous section.
- Click the Criteria view tab.
The Assignment Rule is displayed in the top form applet and Assignment Criteria list is displayed below it.
- Add a new record in the Assignment Criteria list.
- In the Values List applet (located below the Criteria List applet), add new records for each of the ZIP Codes included in this assignment rule.
For example, for the San Francisco territory assignment rule, you would enter records for:
- 94101
- 94102
- 94103
- And so on
Bookshelf Home | Contents | Index | Search | PDF |
Developing and Deploying Siebel eBusiness Applications Published: 18 April 2003 |