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
In the Object Explorer, select the Workflow Policy object, and click the Account record.
Expand the Workflow Policy object in the Object Explorer, and select the Workflow Policy Components object.
- 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
While the new Parent Account Address record is selected, expand the Workflow Policy Component object, and click the Workflow Policy Component Column object.
Create a new record with the following properties:
Alias: Parent Account State
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
While the new assignment attribute Parent Account State is selected, expand the Assignment Attributes object, and click the Assignment Attributes Column object.
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
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
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.