Example of Running Account Batch Assignment in Diagnostic Mode

You can run your batch assignment in diagnostic mode to view the details of the assignment processing in an output log. This topic provides an example of running account batch assignment in diagnostic mode.

Note: Account batch assignment is usually run in diagnostic mode to find why an account isn't assigned to a territory. For any view criteria applied in the diagnostic mode, the diagnostic will only be run for one account.

Run Batch Assignment

A sales representative of a company is due to meet with a new account he's now responsible for, but the account hasn't been assigned to his territory. He has requested that you, the sales administrator, investigate the details of territory assignment. You can provide these details by running account batch assignment in diagnostic mode.

1. Go to Navigator, and then select Scheduled Processes.

2. Click Schedule New Process.

3. On the Schedule New Process page, click the Name drop-down list, and click Search.

4. On the Search and Select: Name dialog box, search for the Request Account Assignments process.

5. Select the Request Account Assignments process, and click OK.

6. On the Schedule New Process page, click OK.

7. On the Process Details page, enter the parameter values as shown:

   Parameter	Value
   Work Object	SalesAccount_Work_Object
   Candidate Object	SalesAccountTerritory_Candidate_Object
   Assignment Mode	Territory
   View Criteria Name	RegistryIDVC
   View Criteria Bind Values	RegistryIDs=XXX where XXX is the party number (also known as registry ID
   Diagnostic Mode	Select the check box.

8. Click Submit.

9. Note down the process ID.

10. Close the page and search for the process using the process ID.

11. Open the log file in another browser or tab.

    Note: The log file format is designed to be viewed in a browser application. If the log file is opened in another application, such as Notepad, the format may not be optimal and the log may be difficult to read.

View the log file to review information on the assignment processing, the matching territories found, matching territories that were dropped because they were parent territories, and the final territories assigned.