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.


Example of Organization and Person-Oriented Assignment: This image is described in the surrounding text.