What Assignment Manager attributes can I set for the Territory candidate associated with the Revenue work object?

As you set up work objects and candidate objects in Assignment Manager, you'll also select the attributes of those objects to ensure that candidates are properly assigned to work objects. The attributes you select help decide the mappings and rules which determine how the matching candidate assignment disposition will be carried out.

For example, after you identify the business objects that require assignment and the candidate objects that you'll assign to them, you use attributes to help achieve the best assignments.

Here are some assignment questions to consider when you're deciding what attributes to select and enable.

• Do you want to assign a single resource or multiple resources?
• Do you want to automatically assign matching candidates or run custom logic against matching candidates?
• Do you want to record the matching candidate score on the work object?
• Do you want to retain manually assigned candidates when assignments are processed?
• Do you want to replace disqualified candidates when assignments are processed?

Let's say you want to assign a salesperson (resource) to a business object such as an opportunity, based on the product skill of the salesperson. In this case, when you create the opportunity work object and the salesperson candidate object, you'll select the attributes of opportunity and salesperson that correspond with the product skill. Selecting these attributes makes them available for mappings and for conditions on your rules, so ensure that you select the attributes that reflect the criteria that you want to use for matching business objects to work objects.

Here's a brief summary explanation of the attributes for the territory candidate associated with the revenue work object. A revenue line represents the projected revenue expected from selling a product.

Attribute	Explanation
Assignment Mode	Mode of assignment processing, such as matching or territory.
Assign Candidates	Enable if you want Assignment Manager to perform the assignment of your selected candidate objects. If you decide to deselect this checkbox, then Assignment Manager will search for any matching candidates and then pass the records to the calling application to update the selected work object.
Run Custom Logic	Enable to call a user-defined function during assignment processing. This indicate that Assignment Manager passes the result of the assignment matching to the callback function of the work object. For example, some work objects such as Opportunity uses custom logic that updates the sales team with the territory members. The Territory-Based Assignment (TBA) process stamps the territories onto the revenue line records and adds the territory team members (resources) to the opportunity sales team.
Exclude Assignment Attribute	The value of this column at runtime indicates whether the work object records should be ignored by the Assignment Manager.
Assignment Date Attribute	Used to stamp a date and time of when the work object record was assigned by the Assignment Manager.
Parent Attribute	The candidate object parent attribute.
Differentiation Attribute	Select the attribute used to differentiate matching candidates for each value of that attribute for the candidate object.
Coverage Attribute	Select the territory attribute used to denote if the candidate in the matching candidate list has a regular, included, or excluded coverage.
Maximum Number of Candidates	The maximum number of candidates is 100.
Merge Assignment Candidates	Enable to indicate whether the matching candidates are to be merged when multiple mapping sets are used during assignment processing.
Team View Object Instance	Select the combined work object and candidate object view instance that captures information for the candidate team.
Assignment Attribute 1 , Assignment Attribute 2, Assignment Attribute 3	The first, second, and third assignment attributes on the work object in the Team table.
Replace Candidates	Enable to replace disqualified candidates on the team when an assignment request is run.
Score Attribute	The information used by the assignment processing when scoring a work object. Stores the score on work object in the Team table where the candidate score will be stamped.
Keep Manual Candidates	Enable to retain manually assigned candidates when an assignment request is run.
System Attribute	Select a system attribute on the work object to store in the Team table if the candidate was assigned by Assignment Manager.
Manual Attribute	Select a manual attribute on the work object to store in the Team table if the candidate was manually assigned.
Exclusion View Object Instance	The view object instance containing the list of excluded candidates.
Primary Key Attribute 1 , Primary Key Attribute 2, Primary Key Attribute 3	The first, second, and third primary key attributes on the work object in the Team table.