Table Crm_Sales_Person_Assignment_Rules

Entity

Contains rules for automated assignment of sales persons for customers, sales orders, leads, etc. Entity: Crm_Sales_Person_Assignment_Rules (Introduced in version 25.1.0.17)

Summary

Name	Type	Description
Apply_To	`nvarchar(1)` Allowed: `C`, `D`	Determines whether the rule is applied to customers' definitions (customers and leads) or to documents.
Company_Division_Id	`uniqueidentifier`	Our division, which is in charge of the deal.
Customer_Type_Id	`uniqueidentifier`	The type of the customer.
Enterprise_Company_Id	`uniqueidentifier`	The enterprise company for which the rule applies.
From_Date	`datetime`	Starting date of rule validity. NULL means no from date restriction.
Is_Active	`bit`	Indicates whether the current rule is active.
Notes	`nvarchar(max)`	Additional information or comments related to the rule.
Priority	`nvarchar(1)` Allowed: `1`, `2`, `3`, `4`, `5`	Priority when multiple rules match the criteria.
Row_Version	`timestamp`
Rule_No	`int`	Consecutive number of the rule within the selected enterprise company.
Sales_Area_Id	`uniqueidentifier`	The sales area, where the customer is located.
Sales_Person_Assignment_Rule_Id	`uniqueidentifier` `PK`
Sales_Person_Id	`uniqueidentifier`	The sales person to be assigned by the rule.
To_Date	`datetime`	Ending date (inclusive) of rule validity. NULL means that the rule is valid forever.

Columns

Apply_To

Determines whether the rule is applied to customers' definitions (customers and leads) or to documents.

Property	Value
Allowed Values	`C`, `D`
Auto Complete	no
Data Filter	no
Default Value	C
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	1
Order	9
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(1)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Apply_To - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Company_Division_Id

Our division, which is in charge of the deal.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	3
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Cm_Company_Divisions
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Company_Division_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Customer_Type_Id

The type of the customer.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	5
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Customer_Types
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Customer_Type_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Enterprise_Company_Id

The enterprise company for which the rule applies.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	1
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Enterprise_Companies
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Enterprise_Company_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

From_Date

Starting date of rule validity. NULL means no from date restriction.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	7
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

From_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
GreaterThanOrLessThan	None	yes	no

Is_Active

Indicates whether the current rule is active.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	True
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	10
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	bit
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Is_Active - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Notes

Additional information or comments related to the rule.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	2147483647
Order	11
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(max) (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Notes - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Like	None	no	no

Priority

Priority when multiple rules match the criteria.

Property	Value
Allowed Values	`1`, `2`, `3`, `4`, `5`
Auto Complete	no
Data Filter	no
Default Value	3
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	1
Order	13
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	nvarchar(1)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Priority - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Row_Version

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	12
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	timestamp
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Rule_No

Consecutive number of the rule within the selected enterprise company.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	2
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	yes
Summary Type	None
Supports EQUALS_IN	no
Type	int
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Rule_No - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	yes

Sales_Area_Id

The sales area, where the customer is located.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	4
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Gen_Areas
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Sales_Area_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no

Sales_Person_Assignment_Rule_Id

Property	Value
Auto Complete	no
Data Filter	no
Default Value	NewGuid
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	0
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	yes (order: 1)
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	no

Sales_Person_Assignment_Rule_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

Sales_Person_Id

The sales person to be assigned by the rule.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	6
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
Referenced Table	Crm_Sales_Persons
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	yes
Type	uniqueidentifier
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

Sales_Person_Id - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	no	no

To_Date

Ending date (inclusive) of rule validity. NULL means that the rule is valid forever.

Property	Value
Auto Complete	no
Data Filter	no
Default Value	None
Enter Stop	yes
Ignore for Insert Order	no
Is Entity Name	no
Max Length	-1
Order	8
Ownership Reference	no
Pasword	no
Picture	no
Primary Key	no
Readonly	no
RTF	no
Sortable	no
Summary Type	None
Supports EQUALS_IN	no
Type	datetime (Allows NULL)
UI Memo Editor	no
UI Width	Medium
User Login	no
Visible	yes

To_Date - Supported Filters

Filter Type	Default	Include Nulls	Hidden by Default
Equals	`NULL`	yes	no
GreaterThanOrLessThan	None	yes	no

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