1. Territory Management Guide
  2. Example of Making Attributes Available for Global Conditions

Example of Making Attributes Available for Global Conditions

The following procedure uses Industry as an example of an attribute, to show how to configure Siebel Territory Management to make attributes available for global conditions. The actual values you must use depend on the actual attribute and the data model you are working with.

For more information, see Configuring Additional Attributes for Territory Conditions.

To make additional attributes available for global conditions

  1. In Siebel Web Tools, in the Alignment Condition business component, create a new user property and complete the fields as follows:

    Property Value Example

    Name

    Alignment Condition Attribute n

    Alignment Condition Attribute 4

    Value

    "Parent LIC", "LOV LIC", "criteria name", "business object name, business component name, component field name"

    "TM ACCOUNT", "INDUSTRY NAME", "Industry", "Account,Account,Industry"

  2. Add a field record for the new attribute to the TOS business components related to the assignment object.

    1. In this Industry example, to add the Industry field you must create two new joins, as shown in the following table.

      Property Join 1 Join 2

      Alias

      S_ORG_INDUST

      S_INDUST

      Table

      S_ORG_INDUST

      S_INDUST

      Outer

      Y

      Y

      Destination Column (Join Specification)

      OU_ID

      ROW_ID

      Source Field (Join Specification)

      Id

      Industry Id

    2. You must also add both the Industry Id and Industry to the TOS*Account business components, as shown in the following table.

      Property Field 1 Field 2

      Name

      Industry Id

      Industry

      Join

      S_ORG_INDUST

      S_INDUST

      Column

      INDUST_ID

      NAME

      Type

      DTYPE_TEXT

      DTYPE_TEXT

      Force Active

      Y

      Y

      The TOS*Account business components are:

      • TOS Account

      • TOS Target Alignment-Position-Territory-Account

      • TOS Target Alignment-Position-Territory-Country-Account

      • TOS Target Alignment-Position-Territory-Geo Zone-Account

      • TOS Target Alignment-Position-Territory-Industry-Account

      • TOS Target Alignment-Position-Territory-Postal Code-Account

      • TOS Target Alignment-Position-Territory-Product-Account

      • TOS Target Alignment-Position-Territory-State-Account

      • TOS Target Alignment-Territory-Account

      • TOS Target Alignment-Territory-Country-Account

      • TOS Target Alignment-Territory-Geo Zone-Account

      • TOS Target Territory-Industry-Account

      • TOS Target Territory-Postal Code-Account

      • TOS Target Territory-Product-Account

      • TOS Target Territory-State-Account

      Note: You can display a complete list of the TOS*Account business components to add by querying in the Siebel Web Tools Business Components view for the string TOS*Account.

  3. In your Siebel Business application, in Administration - Data screen, List of Values view, add a new value to the Attribute LOV and complete the fields as follows:

    Field Value Example

    Type

    TM_ASGN_ATTRIBUTE

    TM_ASGN_ATTRIBUTE

    Display Value

    Text string

    Industry Name

    Language Independent Code

    Text string

    INDUSTRY NAME

    Parent LIC

    TM Object Name

    TM ACCOUNT

    For general information about adding a new value to an existing list of variables, see Siebel Applications Administration Guide.