Run the Account Assignment Process

You must run the Request Account Assignment process to assign territories to accounts each time you activate a territory proposal. You must also schedule this process to run regularly to ensure that all territories are assigned properly.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Request Account Assignment in the Name field and press Return.

4. Select the process and click OK.

5. On the Process Details page, make these entries to assign all records:

   Field	Entry
   Work Object	Account
   Candidate Object	Account Territory
   Assignment Mode	Territory
   View Criteria Name	AllSalesAccountsVC.

   Note: You can run the assignment process on a subset of records by entering different parameters in the View Criteria Name and View Criteria Bind Values fields.

6. The first time you run the process click Submit to run it immediately.

7. You must also set up the process to run regularly, perhaps once a day:

   1. Click Advanced.

   2. Click the Schedule tab.

   3. Select the Using a schedule option.

      Here's a screenshot of the Process Details page with the Schedule tab and the Using a Schedule option selected.

      

   4. Select the frequency and start date.

   5. Enter an end date far in the future.

   6. Click Submit.

8. Depending on your settings, your process runs immediately or at the intervals you specified. You can monitor its progress by searching for the process by name on the Overview page.