Assigning Child Accounts Based on Parent's Primary Address

A common business requirement involves the configuration of Siebel Assignment Manager to assign child accounts based on the primary account's address. This configuration is completed through Siebel Tools using the following procedure.’’’

To assign child account objects based on the parent's primary address

1. In the Object Explorer, select the Workflow Policy object, and click the Account record.

2. Expand the Workflow Policy object in the Object Explorer, and select the Workflow Policy Components object.

3. Create two new workflow policy components, Parent Account and Parent Account Address, with the following properties.

   Name	Parent Account	Parent Account Address
   Source Table Name	S_ORG_EXT	S_ADDR_PER
   Source Column Name	ROW_ID	ROW_ID
   Target Component Name	Account	Parent Account
   Target Column Name	PAR_OU_ID	PR_ADDR_ID

   
   

4. While the new Parent Account Address record is selected, expand the Workflow Policy Component object, and click the Workflow Policy Component Column object.

5. Create a new record with the following properties:

   Alias:

   Parent Account State

   
   

6. In the Object Explorer, select the Assignment Attributes object, and create a new record with the following properties:

   Data Type:	Varchar
   Pick List:	PickList State
   Pick Field:	Value

   
   

7. While the new assignment attribute Parent Account State is selected, expand the Assignment Attributes object, and click the Assignment Attributes Column object.

8. Create a new record with the following properties:

   Assignment Object:	Account
   Workflow Object:	Account
   Workflow Component:	Parent Account Address
   Workflow Component Column:	Parent Account State
   Sequence:	1

   
   

9. In the Object Explorer, select the Assignment Criteria object and create a new record with the following properties:

   Display Name:	Parent Account State
   Use Expertise:	FALSE

   
   

10. While the new assignment criteria Parent Account State is selected, expand the Assignment Criteria object and click the Assignment Criteria Attribute object; create a new record with the following properties:

    Assignment Attribute:	Parent Account State
    Store Column:	1
    Display Sequence:	1
    Display Name:	Parent Account State

    
    

After the configurations are complete, the project must be checked into the server, and various server administration procedures must be run. To update your deployment with these new configurations, see "Viewing Predefined Skills".

For more information about deploying projects, see Using Siebel Tools.

An assignment rule can now be created that assigns child accounts based on the parent's primary address.

Note: Make sure that the child account has a value in the PAR_OU_ID column pointing to a parent account that has the primary address.