Run the Opportunity Assignment Process

You must run the Revenue Territory Territory Based Assignment process to assign territories to opportunities after you activate a territory proposal. You must also schedule this process to run daily to ensure that all territories are assigned properly.

1. Click Navigator > Tools > Scheduled Processes.

2. In the Scheduled Processes page, click Schedule New Process.

3. In the Schedule New Process dialog, Name field, click Search: Name icon (down arrow) and select the Search link at the bottom of the list.

4. In the Search and Select dialog, enter the process name Revenue Territory, and click Search. You can search by a partial name, but note that the search is case-sensitive.

5. Select the process name in the results and click OK.

6. Click OK again, if required.

7. Enter these process parameters:

   Field	Entry
   View Criteria Name	Enter OpenOpportunitiesByCreationDate.
   View Criteria Bind Values	You can have the option of assigning territories to those open opportunities created since a certain date or those created for a range of dates: For a specific date, enter BindOptyCreationDateFrom=YYYY-MM-DD where YYYY-MM-DD is the date you started implementing the application. For example, BindOptyCreationDateFrom=2014-01-01 assigns all open opportunities created since January 1, 2014. To use a date range, enter BindOptyCreationDateFrom=<date>, BindOptyCreationDateTo=<date>. Note that the From and To values are separated by a comma.

   Note: You can find information about additional process parameters in the Implementation Reference guide.

8. You must also run this same process periodically to assign new opportunities

   1. Click Advanced.

   2. Select the Schedule tab.

   3. Select the Using a schedule option.

   4. Select the frequency and start date.

9. Click Submit.

10. Unless you specified a schedule, your process runs immediately. You can monitor its progress by searching for the process by name on the Overview page.