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Developing and Deploying Siebel eBusiness Applications > Assignment Manager >

Specifying Assignment Criteria and Values for Rules

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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.

Field	Value for NREC Example	Description
Criteria	Opportunity ZIP Code	Defines the type of criteria to be used. In this case, the NREC developer needed to create the assignment criteria, because the attribute being used is a custom attribute defined by NREC. For information about defining assignment criteria, see Siebel Assignment Manager Administration Guide.
Comparison Method	Compare to object	Method used to match objects to candidates. For example, Compare to object compares criteria values to object attributes.
Score	0	Candidates that satisfy this criteria have this score added to their total score.
Inclusion	Include	Method used to match criteria values and candidates.
Required	Always	Determines whether the criteria is required to qualify.

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

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