Sales Hierarchy and Credit Assignment

The Sales Hierarchy Module allows organizations to build sales hierarchies on top of sales territories and to assign sales credits to territories and positions accordingly. A sales hierarchy (see the following figure) consists of sales territories, which are made up of positions and crediting rules. The sales hierarchy can be versioned to accommodate ongoing changes without losing track of its history. A position can be assigned to different territories or the same territory with different start date and end date. A crediting rule can be applied to positions with allocation percentage defined. For a given hierarchy version, the credit assignment engine is able to identify all the positions assigned to the territories and all the applicable crediting rules by effective start date and end date. The crediting rules, their criteria and values are read by Siebel Assignment Manager, which performs the assignments appropriately. The sales hierarchy needs to be approved and validated before taking effect.

The following table lists the entities in this ERD and their corresponding tables.

Entity	Table
Credit Allocation	S_SLSCR_RL_PSTN
Credit Assignment Rule	S_SLSCRDT_RULE
Credit Rule Criteria	S_SLSCRDT_CRIT
Credit Rule Criteria Value	S_SLSCRDT_VAL
Hierarchy Version	S_SLS_HIER_VER
Hierarchy Version Territory	S_SLS_HIER_TERR
Position	S_POSTN, S_PARTY
Position Territory Assignment	S_SLSTERR_POSTN
Sales Hierarchy	S_SLS_HIER
Sales Territory	S_SLS_TERR