Schedule Account Assignment

The Request Account Assignments scheduled process can be scheduled and run on the Scheduled Processes page. You must have the Run Sales Party Batch Assignment privilege to define and run account batch assignment.

To access the Scheduled Processes page, click Navigator. In the Tools heading, click Scheduled Processes.

1. Click Schedule New Process, then click type Job.

2. Select the process named Request Account Assignment. If needed, use the Search link on the Search window.

3. Enter your process details. The following table shows the view criteria and its description, as well as any bind values that are required.

   • Work Object: SalesAccount_Work_Object

   • Candidate Object: SalesAccountTerritory_Candidate_Object

   • Assignment Mode: Territory

   • View Criteria Name: (as shown in the following table)

   • View Criteria Bind Values: (as shown in this table)

   View Criteria Name	View Criteria Description	View Criteria Bind Values	Recommended Run Frequency
   SalesAccountsUpdatedSinceVC	Use this view criteria to assign accounts which haven't been previously assigned and have LAST_UPDATED_DATE is greater than or equals the specified date and (LAST ASSIGNED DATE is empty or LAST ASSIGNED DATE is less than or equal to the specified date.	BindLastUpdateDate= [YYYY-MM-DD HH:MM:SS]	Daily
   SalesAccountsAssignedBeforeVC	Use this view criteria to reassign accounts which have been previously assigned and have LAST_ASSIGNED_DATE (in the ZCA_SALES_ACCOUNTS table) less than the specified date.	BindLastAssignedDate= [YYYY-MM-DD]	Daily
   SalesAccountTerritoryBatchReassignmentVC	Use this view criteria to reassign accounts impacted by the specified territory and territory dimensional realignment batch. This view criteria is also used internally to initiate immediate/automatic assignments after territory proposal activation and territory dimension updates.	BindReassignment BatchId=[Territory Reassignment Batch ID]	Ad hoc run as per business requirements
   SalesAccountBulkImportVC	Use this view criteria to assign accounts created in a given customer import batch. This view criteria is also used internally to initiate immediate/automatic assignments after customer import.	BindReassignment BatchId=[Import Activity ID]	Ad hoc run as per business requirements
   SalesAccountDimsForPartyVC	Use this view criteria to assign the account with the specified account ID.	BindPartyId= [Sales Account ID]	Ad hoc run as per business requirements

4. Define a schedule as needed using the Advanced button on the Process Details page. You can schedule the process to run as soon as possible, or to run at a given frequency and start date.

5. Submit your job and monitor it using the Scheduled Processes list, refreshing it to view the latest status updates.