Configure Deal Registration Assignment Rules

The Business Process Management (BPM) flow invokes the preconfigured assignment workflow for deal registration. The assignment workflow cannot be run in an ad-hoc fashion or through any other means like an ESS job or a web service call.

Assignment identifies resources to be added to deal team who can later be processed to evaluate approvers for the deal registration. The resources identified by Role-Based Assignment or Territory-Based Assignment (RBA/TBA) serve as the initial pool of resources who can be made approvers for the deal registration. You can turn off RBA/TBA and replace it with an exclusively Human Workflow Rules based implementation of approver identification. However RBA/TBA provide for a rich capability of identifying approvers by way of writing rules based on deal, deal product work objects, and resource or territory candidate objects.

If you want to use the preconfigured MklDealsApprovalTask Human Task, you do not need to configure assignment rules. However, if you choose to use Rule-Based Assignment or Territory-Based Assignment, then you must create your own assignment rule group, your assignment rules. You select the value corresponding to the type of assignment you want to use for the MKL_DEAL_DEFAULT_ASGN_MODE profile option, then you select the rule group you created as the value for either the MKL_DEAL_RBA_RULESETGROUP or the MKL_DEAL_TBA_RULESETGROUP profile option depending on which type of assignment you want to use

Configure Assignment Rule Profile Options for Deal Registration

Sales Administrators and Application Implementation Consultants can use these steps to configure their deal registration assignment rule profile options for Rule-Based Assignment:

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. From Navigator, click Setup and Maintenance.

3. Search for the Manage Profile Options task.

4. Click the Go to Task icon for Manage Profile Options.

5. Ensure the profile options are set as shown in the following table.

   Profile Option Name	Value to Select
   MKL_DEAL_DEFAULT_ASGN_MODE	Rules-based Assignment Only/ORA_RBA
   MKL_DEAL_RBA_RULESETGROUP	(Select the name of the rule set group you created )
   MKL_DEAL_TBA_RULESETGROUP	NULL

6. Save your work.

Configure Assignment Rules for Deal Registration

Sales Administrators and Application Implementation Consultants can use these steps to configure their deal registration assignment rules:

1. Sign in with your Sales Administrator or Application Implementation Consultant credentials.

2. From Navigator, click Setup and Maintenance.

3. Search for each of the following tasks:

   • Manage Sales Lead Assignment Rules

   • Manage Sales Lead Assignment Objects

4. For each task, click the Go to Task icon.

5. If you are using Rule-Based Assignment only, ensure the active rule set Category is associated to the profile option MKL_DEAL_RBA_RULESETGROUP.

6. Save your work.