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Siebel CRM Assignment Manager Administration Guide
Siebel 2018
E24725-01
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Stopping Assignment of Organizations for Accounts

If you do not want Siebel Assignment Manager to reassign the organizations that you have set up for an account, then you must change the default property values for the Account assignment object in Siebel Tools.


Note:

The following procedure is also valid for other objects such as Contact and Opportunity.

To stop reassignment of organizations for accounts

  1. Start Siebel Tools.

  2. In the Object Explorer, expand Workflow Policy Object.

  3. In the Workflow Policy Object list, select Account.

  4. In the Object Explorer, click Assignment Object.

  5. In the Assignment Objects list, set the following values:

    • Default Organization = blank

    • Org Primary Column = blank

    • Org Table = blank

    • Set Primary Org = FALSE

    where blank is a null value.

    After these values are set, Assignment Manager does not reassign any organizations for accounts.

  6. Run various server administration tasks.

    For instructions, see Steps 2 and 3 of the procedure in "Updating Your Siebel Assignment Manager Deployment with New Configurations".


Note:

It is not necessary to redeploy the Siebel runtime repository. However, you must check in the changes to the server database.