Effects of Different Definitions of Rules in Siebel Territory Management

The creation, modification, and expiration of rules depend on a number of factors:

• Are the rules direct or indirect?

• Is the alignment major, intermediate, or minor?

• Is the Action flag set to Add or Drop?

• Does an active rule already exist for the territory (although with different start and end dates)?

• If an active rule already exists for the territory, is the activation date of the alignment before or after the effective start date of the current rule for the territory?

The following shows the effects of different definitions of rules.

Rule Type	Alignment Type	Action	Defined in Alignment	Defined in Territory	Activation Date < Effective Start Date	Activation Date >= Effective Start Date
Direct	Major	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
		Drop	Yes	No	Drops not processed	Drops not processed
			Yes	Yes	Drops not processed	Drops not processed
			No	Yes	Drops not processed	Drops not processed
	Minor or Inter-mediate	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
Indirect	Major	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	New territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
	Minor or Inter-mediate	Add	Yes	No	New territory rule	New territory rule
			Yes	Yes	New territory rule	No change to current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule
		Drop	Yes	No	Not applicable because there is no territory rule to drop	Not applicable because there is no territory rule to drop
			Yes	Yes	No change to current territory rule	Sets effective end date to the activation date for the current territory rule
			No	Yes	No change to current territory rule	No change to current territory rule