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Guidelines for Associating an Organization with a List of Values

If you associate an organization with a list of values, then use the following guidelines:

• Identify all LOV types that require lists of values that Siebel CRM associates with an organization. For each of these LOV types, do the following:
  • Identify and use predefined lists of values. These are the values that all organizations use. They do not require custom lists of values.
  • Identify the organizations that require custom lists of values. For each organization, define the custom lists of values for the organization.
• For a large deployment, use Enterprise Integration Manager to load list of values data that is specific to an organization. Make sure to associate the appropriate organizations with the LOV types and a single organization with each LOV value. For more information, see Siebel Enterprise Integration Manager Administration Guide.
• Explicitly associate each list of values with each organization. A list of values that is associated with an organization is associated with only one organization. Organization hierarchy does not determine inheritance between lists of values. For example, a list of values that is associated with a parent organization does not mean that all child organizations inherit access to the list of values.
• After an upgrade, review your custom lists of values to make sure that any predefined lists of values that come with the upgrade do not interfere with your custom lists of values.
• If you associate an MLOV with an organization, then make sure one of the following situations is true:
  • The values for the Language Independent Code property and the Display Value property are distinct from all other records.
  • The values for the Language Independent Code property and the Display Value property are the same as another record that belongs to another organization.