How You Manage Usage Assignments

You can use Usage Assignments to define how entities are used across the application and in different business flows. Entities can have multiple usage assignments, such as Partner or Customer.

You can manage usage assignments for an entity from the Edit page of the selected entity, such as Edit Group, Edit Person, or Edit Organization. You can navigate to this page by searching for the required record from the Groups, Persons, or Organizations work area.

There are two types of usage assignments:

• Conditional usage assignments

• Unconditional usage assignments

Conditional Usage Assignments

A conditional usage assignment requires a business event to occur. For example, adding a person as a contact for a group creates contact usage for the person.

You can assign rules to a conditional usage assignment to define the business event. There are four types of rules:

• Assignment rules: Define how the usage can and can't be assigned.

• Exclusivity rules: Restrict usage assignment, so that between a specified date range the usage can be the only usage allowed to be assigned.

• Incompatibility rules: Specify which usages can't be assigned concurrently during a date range.

• Transition rules: Define which usages can transition to the usage you're creating or editing.

Unconditional Usage Assignments

You can update unconditional usage assignments without the need for a business event. For example, you can update the usage for an organization from a party of interest to a customer.