16.2 Assignment Allocation

This topic describes the process of assigning and distributing tasks, responsibilities, or resources to users or groups within the system.

The Assignment Allocation tab allows user to define criteria for selecting a specific vendor to execute a work order. A criteria here refers to a combination of a Channel, Work Order Type, Company and Branch associated to a vendor. If the same combination or criteria is selected during work order creation, system selects a specific vendor or highest weighted vendor in the list by default for the work order.

1. On the Origination, click Origination. Under Origination, click Vendors. Under Vendors, click Assignment Allocation.

The details are grouped under two sections:

• Vendor Assignment Criteria
  This topic describes the parameters and conditions used to select and assign vendors to specific tasks, accounts, or processes within the system.
• Vendor Assignment Allocation
  This topic describes the process of distributing and assigning vendors to tasks, accounts, or cases based on defined allocation rules within the system.