Running a Territory Alignment

This task is a step in the Process of Setting Up and Running Territory Alignments.

To run a territory alignment

1. Review the dates on the territory nodes to make sure that all the territories that you want to assign have active nodes:

   1. Navigate to the Territory Management screen, then the Hierarchies List view.

   2. Drill down on the hierarchy record.

   3. In the Territory Nodes list, review the Effective Start Date and Effective End Date for each territory.

2. Navigate to the Siebel Territory Management screen, then the Alignments Administration view.

3. Drill down on the desired alignment record.

4. Click Run Alignment.

5. Refresh the screen to monitor the status as the alignment runs.

   For information about status values, see the table in About the Status Field.

6. When the status shown is Request Submitted, from the applet menu, select Go to Server Tasks to view the status of the job submitted to the Assignment Manager.

   When the alignment has finished running, you can see the results by navigating to the Siebel Territory Management screen, then the Alignments List, and then Results view.