Assignment Manager to copy account team to opportunity team for Opportunity:Account M:M relationship (Doc ID 529838.1)

Last updated on MARCH 02, 2017

Applies to:

Siebel Assignment Manager - Version 7.8.2 SIA [19213] to 8.2.2.3 SIA [23021] [Release V7 to V8]
Information in this document applies to any platform.
Product Release: V8 (Professional)
Version: 8.0 [20405] DEU
Database: IBM DB2 8.2
Application Server OS: Microsoft Windows 2003 Server SP2
Database Server OS: IBM AIX 5L 5.3

This document was previously published as Siebel SR 38-3414077241.

***checked for currency 8/9/2013***


Symptoms

Customer had following requirement and would like to implement this with Assignment Manager.

They changed the relationship between Opportunity and Account to M:M relationship. Requirement is: when adding a new account to Opportunity, the members of Account Team should be added also to the Opportunity Sales Team. The second one is: when a new member is added to Account Team, this person should be added also Sales Team of the opportunities belonging to this Account. It was not necessary to delete sales team members, just to add under these 2 conditions.

1- New account is added to Opportunity Account (Account Team Members should be added to Opportunity sales team)

2- New member is added to Account Team (Account Team Members should be added into Sales Team of all opportunites belonging to this Account.)


Cause

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