Contacts Activated By A Major Alignments Are Being Dropped By The Recurring Alignments.

(Doc ID 1090939.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel Territory Management - Version 8.0.0.2 SIA [20412] and later
Information in this document applies to any platform.
***Checked for relevance on 18-Jul-2012***

Symptoms


Territory Manager is incorrectly dropping positions from contacts and accounts in production after recurring alignment runs of workflow process "Alignment - Periodic Runs", when there is an active Major first followed by an active Minor alignment. An example is the following:

There are 4 Territories in the HierarchyABC:

Territory A
Territory B
Territory C
Territory X

Division : DivisionABS

1. Create the Major Alignment:

Major Alignment

Type = Major
Coverage = National
Division = DivisionABS
Hierarchy = HierarchyABC

Geo Zones:

Geo Zone/Territory #/Territory Name/Assignment Object/Affiliation Object/Action

Brick A Territory A Territory A Account Contact Add
Brick B Territory B Territory B Account Contact Add
Brick C Territory C Territory C Account Contact Add

Positions:

Position/Territory #/Territory Name/Action

Position A Territory A Territory A Add
Position B Territory B Territory B Add
Position C Territory C Territory C Add

2. Run Alignment, inspect the result is correct, and Activate Rules to activate the alignment.

3. Create a Minor Alignment to drop Brick C from Territory C, to add Brick A to Territory C.

Minor Alignment

Type = Minor
Coverage = blank
Division = DivisionABS
Hierarchy = HierarchyABC

Geos Zones:

Geo Zone/Territory #/Territory Name/Assignment Object/Affiliation Object/Action

Brick C Territory C Territory C Account Contact Drop

Brick A Territory C Territory C Account Contact Add

Positions:

blank

4. Run Alignment, inspect the results, the result is correct, and Activate Rules to activate the alignment.

5. Create a dummy/recurring  alignment

Type = Minor (the same as the last active alignment's type)
Coverage = blank
Division = DivisionABS
Hierarchy = HierarchyABC
Status = In Progress

Activation Date: later than the last active alignment's Activation Date.

No need to define any rules.

6. Start a workflow process task with the following input parameters:

Workflow Process Name: Alignment - Periodic Runs
Object Id: <the dummy alignment's ROW_ID>

The result is incorrect, the Position B of Territory B aligned by the Major alignment is dropped from contacts and accounts, leaving contacts and accounts aligned with Position A of Territory A and Position C of Territory C.

Cause

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