Using the Periodic Runs Workflow to Maintain Territory Alignments

In day-to-day operations, contact, account, and asset records are added, deleted, and changed. You want to make sure that as changes are made to these records, your territory alignment is updated accordingly.

For example, when a new account is added, when a contact’s primary specialty changes, or when an asset is moved to a new address, you want to have the sales team or owner for the record updated automatically and within a short period of time.

To maintain the alignment, you set up the Periodic Runs workflow to run the alignment rules in batch mode at regular intervals, for example, once a day or once a week.

This workflow:

• Converts global conditions from a dummy alignment into a TOS search specification and invokes the TOS service.

• Passes the resulting filtered object ids to an Assignment Manager Batch job.

• Finds the Assignment Manager rule group based on the Hierarchy and Division, and uses the same rule group while invoking the Assignment Manager Batch job.

As a result:

• Newly added objects are assigned to the appropriate positions.

• Changed objects that no longer satisfy the global conditions are dropped.

Before you can run this workflow, you must configure the Siebel application as described in Configuring the Periodic Runs Workflow to Use the Timestamp Filter

This task is a step in Roadmap for Using Siebel Territory Management.