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Amarender Pasham 3
Define Precedence/Priority in executing Territory rules and limiting to 1 Territory Assignment only.
We have a requirement to evaluate territory rules based on a precedence and assign the top most precedence territory (If multiple territories meet rule criteria).
Rule 1 : Precedence 1
Group = XYZ and Billing Post Code = 94404
Rule 2 : Precedence 2
Group = XYZ and Billing Post Code StartsWith 944
Rule 3 : Precedence 3
DUNS = 12346789 and Billing Post Code = 94404
Example 1: Account ABC1 has field Group = XYZ with Billing Post Code = 94404 and DUNS = 123456789
This Account should be associated to Rule 1 Only.
Example 2: Account ABC2 has field Group = XYZ with Billing Post Code = 94403 and DUNS = 123456789
This Account should be associated to Rule 2 Only.
Example 3: Account ABC3 has field Group = XYA with Billing Post Code = 94404 and DUNS = 123456789
This Account should be associated to Rule 3 Only.
Please share if you have an implementation approach.
Rule 1 : Precedence 1
Group = XYZ and Billing Post Code = 94404
Rule 2 : Precedence 2
Group = XYZ and Billing Post Code StartsWith 944
Rule 3 : Precedence 3
DUNS = 12346789 and Billing Post Code = 94404
Example 1: Account ABC1 has field Group = XYZ with Billing Post Code = 94404 and DUNS = 123456789
This Account should be associated to Rule 1 Only.
Example 2: Account ABC2 has field Group = XYZ with Billing Post Code = 94403 and DUNS = 123456789
This Account should be associated to Rule 2 Only.
Example 3: Account ABC3 has field Group = XYA with Billing Post Code = 94404 and DUNS = 123456789
This Account should be associated to Rule 3 Only.
Please share if you have an implementation approach.
Here's a breakdown of how precedence or priority can work in executing territory rules and limiting assignments to one territory:
Rule-Based System: Territory assignment typically relies on a set of rules that define the criteria for assigning territories. These rules can be based on various factors such as geography, sales performance, customer demographics, etc.
Priority Levels: Each rule is assigned a priority level. Priority levels can be numerical values, where a lower number indicates higher priority. For example, a rule with a priority of 1 takes precedence over a rule with a priority of 2.
Execution Order: When a request for territory assignment is made, the system evaluates all applicable rules in the order of their priority levels. It starts with the rule having the highest priority and works its way down to rules with lower priorities.
Rule Evaluation: For each rule, the system checks whether the conditions specified in that rule are met for the given assignment request. If the conditions are met, the territory assignment associated with that rule is applied. subway gift card balance (https://www.subwaygiftcardbalance.online/)
Exclusive Assignment: To ensure that only one territory assignment is made, rules should be designed in such a way that they don't overlap or conflict. If two rules with the same priority level conflict or apply to the same scenario, additional logic is needed to determine which rule should take precedence.
By using priority levels and a systematic evaluation process, you can ensure that only one territory assignment is made for a given scenario while allowing for flexibility in defining various assignment rules. This approach helps organizations efficiently manage territory assignments and resolve conflicts when they arise.