Organization and Person-Oriented Assignment
If multitiered assignment is set to Organization and Person-Oriented mode, then the following situation occurs:
All organizations and people not matching the assignment rule criteria are filtered out.
For people and organizations that satisfy the assignment rule criteria, assign only those that have both a corresponding organization and person that meet the criteria (similar to a logical AND statement).
Only the European Sales Representative and the Europe organization are assigned, as shown in the following table.
Person |
Match |
Organization |
Match |
Assigned Person |
Assigned Organization |
---|---|---|---|---|---|
European Sales Representative |
Yes |
Europe |
Yes |
European Sales Representative |
Europe |
North American Sales Representative |
No |
North America |
Yes |
Not applicable |
Not applicable |
Asian Sales Representative |
Yes |
Asia |
No |
Not applicable |
Not applicable |
The following image illustrates assignment in Organization and Person-Oriented mode, where qualified people and organizations are identified first, and then only those that have both a qualified person and related qualified organization are assigned.
