Assign Territories to Partners with Batch Assignment

This topic explains how to assign territories to partners using batch assignment.

Configure Batch Assignment

The following table shows the view criteria names and some example bind variable values to use when configuring batch assignment.

View Criteria Name	Bind Variable Value
PartnersOfAStatus	BindStatus=ACTIVE
PartnersCreatedInLastNDays	BindNumberOfDays=1
PartnersUpdatedInLastNDays	BindNumberOfDays=2
PartnersImportedInABatch	BindImportBatchId=11001
PartnersInACountry	BindCountryCode= For example, the BindCountryCode for the United States is US.
PartnersBelongingToAnIndustry	BindIndustryBelongedTo=1000 Where 1000 is Industry Classification code.
PartnersWithAProductDim	BindProduct=Education
PartnersWithAGeographyDim	BindGeographyServed=Netherlands
PartnersWithIndustryDim	BindIndustryServed=Life Sciences

1. From the Tools area in Navigator, select Scheduled Processes.

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

3. On the Schedule New Process dialog box, click the drop-down arrow next to Name and then click the Search link.

4. On the Search and Select: Name dialog, type Assign in the Name field and click Search.

5. Select Assign Territories to Partner Account from the returned list and click OK.

6. Click OK on the Schedule New Process dialog.

7. On the Process Details page, enter View Criteria Name and View Criteria Bind Values, then click Submit.

8. The Scheduled Processes page appears. Notice that the Status is Scheduled. You can click the Log link to see the log.