Table Crm_Sales_Person_Assignment_Rules
Entity
Entity: Crm.SalesPersonAssignmentRules
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