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Example of Configuring the Opportunity Assignment Object for Team Scoring
This topic gives one example of configuring the Opportunity assignment object for team scoring. You may use this feature differently, depending on your business model. Use the following procedures to extend the Opportunity assignment object for team scoring. This topic is part of Process of Configuring Assignment Objects for Team Scoring. To extend the Opportunity object's base table for team scoring
- Start Siebel Tools.
- In the Object Explorer, expand the Table object, and then query for the S_OPTY table.
- Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).
The pencil icon appears in the W field to indicate the project for the object is locked.
- In the Object Explorer, select Column.
- In the Columns window, add the records shown in the following table.
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|
Name |
X_POS_SCORE |
X_ORG_SCORE |
Cascade Clear |
Ignore |
Ignore |
Physical Type |
Data(Public) |
Data(Public) |
Precision |
22 |
22 |
Scale |
7 |
7 |
Text Length |
22 |
22 |
Txn Log Code |
TRUE |
TRUE |
NOTE: The values and records shown are examples and can be modified, as appropriate, for your deployment.
- Select each new record and click the Apply button.
- In the Apply Schema dialog box, enter the appropriate value for database user password, and click Apply.
The S_OPTY table is now extended with the following columns: X_POS_SCORE and X_ORG_SCORE.
To configure the Opportunity assignment object for team scoring
- Start Siebel Tools.
- In the Object Explorer, expand Workflow Policy Object, and select the Opportunity object.
- Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).
The pencil icon appears in the W field to indicate the project for the object is locked.
- In the Object Explorer, select Assignment Object.
- In the Assignment Objects window, set values for the properties in the following table.
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Employee Team Score Column |
The name of the column that stores the score for each member of an employee team. |
Org Team Score Column |
The name of the column that stores the score for each member of an organization team. |
Position Team Score Column |
The name of the column that stores the score for each member of a position. |
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