R37196 Offer - Assign Sales Person

Code	R37196
Entity	Crm.Presales.Offers Entity
Name	AssignSalesPerson
Attribute	SalesPerson
Layer	Back-End
Events	Commit
Priority	Late
Modify	YES
Action	When the Sales Person field is empty, the rule checks if among the Sales Person Assignment Rules there is a rule which meets the following conditions: - Is Active is true - From Date is empty or <= Offer’s Document Date - To Date is empty or >= Offer’s Document Date - Enterprise Company is equal to Offer’s Enterprise Company - Company Division is empty or equal to Offer’s From Company Division - Customer Type is empty or equal to Customer’s Customer Type - Sales Area is empty or equal to Customer’s Area If more than one rule meets the conditions -> the one with the highest priority is selected. If there is more than one rule within the same highest priority –> the one with the highest Rule № is selected. The Sales Person of the selected Sales Person Assignment Rule is set in the Sales Person field.
Description	When there is no sales person assigned to the offer, the rule facilitates this assignment. It assigns the sales person who is determined via a Sales Person Assignment Rule to be responsible for the respective customer according to his type and region within the enterprise company and company division of the deal.
Message	-
Version	Introduced: v.25
Revocable	YES

* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.