Lead Assignment Rule Based on Industry and Zip Code

Can we set up a lead assingment rule based on multiple conditions?
For example, if Industry = Retail and
State = VA assign to Bob
State = MD assign to Jim
State = CA assign to Karen
Industry = Commercial and
State = NY assign to Lam
State = VA assign to John
State = CA assign to Karen.....

Hi Bob,
In continuation to your reply, can we add more complexity to these rules like with industry and state, if i want to assign a lead based on to the tyoe of product and the revenue of the company.
e.g.
Industry - Retail
State - MA
Product - ABC & Revenue of company - $100M - assign it to Sales person 1
OR
Industry - Retail
State - MA
Product - ABC & Revenue of company - $1M - assign it to Sales person 2
Regards
Nisman

Similar Messages

Problem with lead assignment rule

Hi,
I defined a new lead assignment rule group for my company. I defined two assignment rules according to the billing country value. I work on a demo version of Siebel on demand. The rule is active.
If the value is USA the owner is employee A, if the value is France the owner is employee B, if not employee C.
I tried to create manualy or by import new leads. The assignement rule doesn't work. Can you explain me why?

Hi !
If you want to have assignment rules working, you must check the box "Reassign owner" when you create a new record. When you perform a modification, if you check this box, the assignment rule will be lacunched again. After creating your record, wait for some seconds and refresh the page, you'll see the last modified by field filled with "OnDemand System" or something like that...
Hope this will help, feel free to ask more !
Max

Help! My form which requires email and zip code is arriving without data. How is that possible?

An HTML form design with Dreamweaver CS5 requires the zip code and email to be entered prior to Submitting the form. We tested the form prior to going live and it worked great. The Zip Code and Email are required entries. Today, we received our first completed form from a customer and it worked and looked great. The problem is ... we have also received two forms that are blank. No data results at all; no email or zip code either. I don't know how this can be. The form cannot Submit unless the email and zip code are present.
Suggestions?
This is the webpage that has the form (scroll toward the bottom to view it).
http://www.catchaghostparanormalequipment.com/paranormaltriggerprops.html

The PHP code is:
<?php
//--------------------------Set these paramaters--------------------------
// Subject of email sent to you.
$subject = 'Trigger Prop Contact Form';
// Your email address. This is where the form information will be sent.
$emailadd = '[email protected]';
// Where to redirect after form is processed.
$url = 'http://www.catchaghostparanormalequipment.com/confirmation.html';
// Makes all fields required. If set to '1' no field can not be empty. If set to '0' any or all fields can be empty.
$req = '0';
// --------------------------Do not edit below this line--------------------------
$text = "Results from form:\n\n";
$space = ' ';
$line = '';
foreach ($_POST as $key => $value)
if ($req == '1')
if ($value == '')
{echo "$key is empty";die;}
$j = strlen($key);
if ($j >= 40)
{echo "Name of form element $key cannot be longer than 40 characters";die;}
$j = 40 - $j;
for ($i = 1; $i <= $j; $i++)
{$space .= ' ';}
$value = str_replace('\n', "$line", $value);
$conc = "{$key}:$space{$value}$line";
$text .= $conc;
$space = ' ';
mail($emailadd, $subject, $text, 'From: '.$emailadd.'');
echo '<META HTTP-EQUIV=Refresh CONTENT="0; URL='.$url.'">';
?>
The form code is:
<form action="result.php" method="post" name="Trigger Prop Form" id="Trigger Prop Form">
      <p><strong>Trigger Prop Quote/Information Request Form</strong></p>
<p><span class="welcomesmaller">Trigger props can be sold with or without accessories. You can select more than one item. </span></p>
<p><span class="props" id="sprycheckbox13">
    <input type="checkbox" name="Antique Style Tin Train Engine" id="Antique Style Tin Train Engine" />
    <label for="Antique Style Tin Train Engine">Antique Style Tin Train Engine</label>
</span></p>
<p><span class="props" id="sprycheckbox14">
    <input type="checkbox" name="Tin Merry-Go-Round" id="Tin Merry-Go-Round" />
    <label for="Tin Merry-Go-Round">Antique Style Tin Merry-Go-Round</label>
</span></p>
<p><span class="props" id="sprycheckbox15">
    <input type="checkbox" name="Period Lantern" id="Period Lantern" />
    <label for="Period Lantern">Period Lantern</label>
</span></p>
<p><span class="props" id="sprycheckbox16">
    <input type="checkbox" name="Bisque Head China Dolls" id="Bisque Head China Dolls" />
    <label for="Bisque Head China Dolls">Bisque Head China Dolls (Variety Similar to Photos)</label>
</span></p>
<p><span class="props" id="sprycheckbox17">
    <input type="checkbox" name="Grungy Primitive Rag Doll" id="Grungy Primitive Rag Doll" />
    <label for="Grungy Primitive Rag Doll">Grungy Primitive Rag Doll</label>
</span></p>
<p><span class="props" id="sprycheckbox18">
    <input type="checkbox" name="Pocket Watch" id="Pocket Watch" />
    <label for="Pocket Watch">Pocket Watch with Chain</label>
</span></p>
<p><span id="sprycheckbox1">
    <input type="checkbox" name="Pirate Gold Coins" id="Pirate Gold Coins" />
    <label for="Pirate Gold Coins" class="props">Pirate Gold Coins</label>
</span> </p>
<p><span class="props" id="sprycheckbox2">
    <input type="checkbox" name="Indian Artifacts with Rabbit Hide" id="Indian Artifacts with Rabbit Hide" />
    <label for="Indian Artifacts with Rabbit Hide">Indian Artifacts with Rabbit Hide</label>
</span></p>
<p><span class="props" id="sprycheckbox7">
    <input type="checkbox" name="Prop Pirate Gun" id="Prop Pirate Gun" />
    <label for="Prop Pirate Gun">Prop Pirate Gun</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox4">
    <input type="checkbox" name="Prop Pirate Sword" id="Prop Pirate Sword" />
    <label for="Prop Pirate Sword">Prop Pirate Sword</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox5">
    <input type="checkbox" name="Civil War Medals" id="Civil War Medals" />
    <label for="Civil War Medals">Civil War Medals</label>
</span></p>
<p class="props"><span id="sprycheckbox3">
    <input type="checkbox" name="West Lantern" id="West Lantern" />
    <label for="Western Style Lantern">Western Style Lantern</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox8">
    <input type="checkbox" name="Small Teddy Bear in Basket" id="Small Teddy Bear in Basket" />
    <label for="Small Teddy Bear in Basket">6" Small Teddy Bear in Basket</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox9">
    <input type="checkbox" name="Small Rag Doll in Basket" id="Small Rag Doll in Basket" />
    <label for="Small Rag Doll in Basket">6" Small Rag Doll in Basket</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox10">
    <input type="checkbox" name="Large Primitive Rag Doll in Basket" id="Large Primitive Rag Doll in Basket" />
    <label for="Large Primitive Rag Doll in Basket">Large Primitive Rag Doll in Basket</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox11">
    <input type="checkbox" name="Knitting Basket with Needles" id="Knitting Basket with Needles" />
    <label for="Knitting Basket with Needles">Knitting Basket with Knitting Needles</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox12">
    <input type="checkbox" name="Metal Needle Point Loom Doile" id="Metal Needle Point Loom Doile" />
    <label for="Metal Needle Point Loom Doile">Metal Needle Point Loom with Antique Doile</label>
</span></p>
<p class="props"><span class="props" id="sprycheckbox19">
    <input type="checkbox" name="Accessories" id="Accessories" />
    <label for="Accessories">Accessories (Chairs, Wagons, Buggy, Sleds, etc.)</label>
</span></p>
<p class="props"><span id="sprytextarea1">
    <label for="Custom Request">Custom Request, Questions, and/or Comments</label>
    <textarea name="Custom Request" id="Custom Request" cols="45" rows="5"></textarea>
</span></p>
<p class="props"><span id="sprytextfield2">
<label for="Email Contact">Email Contact</label>
<input type="text" name="Email Contact" id="Email Contact" />
<span class="textfieldRequiredMsg">A value is required.</span><span class="textfieldInvalidFormatMsg">Invalid format.</span></span></p>
<p class="props"><span id="sprytextfield3">
<label for="Shipping Zip Code">Shipping Zip Code for Quote</label>
<input type="text" name="Shipping Zip Code" id="Shipping Zip Code" />
<span class="textfieldInvalidFormatMsg">Invalid format.</span><span class="textfieldRequiredMsg">A value is required.</span></span></p>
<p>
    <input name="submit2" type="submit" id="submit" value="Submit" />
      <input type="reset" name="Reset" id="Reset" value="Reset Form" />
</p>
<p> </p>
    </form>

HT1051 Trying to change Shipping and Delivery address for one in the US, from Canada, and can't do it. State and zip code appears in red but no change in country name. Using French (Canada) iPhoto app.

Trying to change Shipping and Delivery address for one in the US, from Canada, and can't do it. State and zip code appears in red but no change in country name. Using French (Canada) iPhoto app.

Larry's right, You can still use your credit card, you just need to change the "billing address" to the recievers address. It gets billed to your CC and delivered to the US

Lead Assignment Rules?

We created an assignment rule group yesterday. The assignments are as follows:
If Rejected -> Assign to EMP-C
If Billing City "Contains Exact Value" (List of Cities); and Lead Rating "Contains Exact Value" A; and Billing State "Contains Exact Value" (valid state postal abbr.) -> assign to EMP-A;
If Lead Rating "Contains Exact Value" B,C -> assign to EMP-B
Unassigned Lead Owner -> EMP-C
This was created yesterday, and the reassignment is occuring, but every case gets assigned to EMP-B. The order is as above for the 3 rules. Any ideas?
Message was edited by:
user635035

After making any changes to your rules you need to wait until the next day to test. I recommend taking a single lead and edit it by checking the reassign checkbox thru the UI. I would also recommend simplifying your second rule (EMP-B) to check only on Lead Rating "Contains exact Value" A and see if that works.

Substitution rule for Business place and section code

Hello Friends,
We have a business place and a section code. I want to write a substituion rule for vendor invoice for business place and section code.
When i see in header, i am not find BUPLA and SECCO in header. I am finding them in line item. How do i get these fields in header segment. I tried substution rule in line item, but the tds is not deducted.
Thanks
SK

hi SK,
i am not understand your problem. Previously i face one problem regarding business place and section code. While booking invoices and advance payments the user forgets to specify business place or section code and some times he specifys wrong business place also. Basing on business place or section code we cant restrict the users because there is no authorisation object.
i created one validation that if my business area is 1000. then substitute the business place field with section code.
we have business place individual business area wise so i created this substitution.
Regards,
Sankar

Which Code and ZIP code do I need to type in when creating my Account?

I am creating my account in app store and it asks information as VISA and adress...
I am typing NONE to VISA and when I am typing code it says "incorrect"! Which code do i need to type?
I am in russia, does it mean that this code has to be the code of the city where I am?

You can only purchase from the itunes store of the country of your residence and you must physically be in that country to purchase.
From the itunes store terms of service:
"The Service is available to you only in the United States, its territories, and possessions. You agree not to use or attempt to use the Service from outside these locations. Apple may use technologies to verify your compliance."
http://www.apple.com/legal/itunes/us/terms.html#SERVICE

Questions on Rules-Based ATP and Purchase Requisitions for STOs

Hello experts,
We are working on rules-based ATP configuration and have several questions about the functionality. Iu2019m hoping that some of you are using this functionality and can help give us direction.
In our environment we have multiple distribution centers and multiple manufacturing plants. We want to confirm sales orders against stock and production orders in any of those plants, depending on the locations that have stock or planned production. For example, we will place a sales order against plant A. If there is not enough stock in plant A then rules-based ATP will use location determination to check in plant B, then C. The scope of check on the ATP check will include stock and released production orders. We will configure plant A as the u201Cconsolidation locationu201D so if stock is found in plants B or C then stock transport orders will automatically be created to move the stock to plant A before shipping to the customer.
We have configured rules-based ATP and this functionality is working well in our Development system. The ATP check is executed and uses the rules-based ATP to find eligible stock in other plants. The system is also creating purchase requisitions to move the stock to the consolidation plant.
Our first concern is that there doesnu2019t appear to be any firm linkage between the sales order and the resulting purchase requisition. For example, if we create sales order 123 for plant A and the rules-based ATP finds stock in plant B it automatically creates a purchase requisition 987 to move the stock from plant B to plant A. However, there doesnu2019t appear to be a linkage between sales order 123 and purchase requisition 987. For instance, if we delete sales order 123 the purchase requisition doesnu2019t get deleted.
Our second concern is that the quantity on the purchase requisition can still be confirmed against later sales orders. For example, say the above scenario resulted in a purchase requisition 987 that consumed all the stock available in plant B. We then create a second sales order 456 for the same product. Plant A is out of stock so the rules-based ATP looks in plant B. We would expect that plant B would also not have any stock because itu2019s all been consumed by the purchase requisition. Instead, the system creates a second purchase requisition to move quantity from plant B to plant A. Itu2019s as if the system doesnu2019t realize that the purchase requisition 987 is already planning to move stock out of plant B.
Does anyone have any thoughts or suggestions on these two scenarios? Is there a way to configure the system so there is a hard linkage between the sales order and the purchase requisition so that if the sales order is deleted then the purchase requisition is also deleted? Should ATP realize that purchase orders are consuming inventory and not allow later sales orders to confirm against that same inventory? Any advice or experience would be greatly appreciated.
Thanks,
David Eady
Application Delivery Team Lead
Propex, Inc.

Hi,
The scheduling is done in SCM, and from there, whenever the RBA is triggered, the calculation is done always with the old route in SCM. Until you get back to R/3 this is when your route is determined. But the ATP check is always with the original route. So the idea would be that you change the values of the route while still in APO, this is possible via the user exit. Should be done in scheduling in APO.
Hope this information is helpful.
Regards,
Tibor

Workflows / Assignment Rules and Offline Version of On Demand

Hi
We are planning to use Offline On Demand for Fields Sales. We have created workflow and assignment rules based on opportunity fields. When field user syncs back with Online version, will this workflow and assignment rules get triggered and available in the offline version during next download.
Sundar Raghavan

Sundar, since the On Demand offline only uploads changes (either new or modified records) the online version will treat these changes as new or modified records and workflow and assignment rules should act on these records as if the changes were made in the UI. The next download should reflect these changes.

Rule based location substitution:

Hi,
We have the following scenario:
Material : X
Location : A ->B -> C (B is a substitute of A and C is a substitute of B)
ATP position      A = 2
                           B = 2
                           C = 2
Sales Order of 10 raised at A : Location substitution happens and partially confirms sales order with 6 quantities.
Therefore new ATP position is as below
          A = 0
                           B = 0
                           C = 0
Now we want to give confirmation(of 4 quantities) based on external lead time to vendor. This will be based on source-list in R/3. The PO to vendor can be based on any of the location based on source-list. i.e. it can be from A,B, or C. The source list is dynamic and can change based on business decision. i.e today the PO plant can be A. It can change tomorrow and be B.
What is the best possible way to model the scenario?
The constraint is that we are not allowed to change the checking rule.
Regards
Sameer

Hi Sameer,
Your scenario is rules based location substitution and then MRP based upon source list.
No matter whether plant A or plant B or C comes on line item , demand should be placed on plant suggested by source list.
I think you can control it using source list field MRP "1     Record relevant to MRP" and planning Plant.
Example : sales order line item plant is A and in source list planning plant is B then , PO will be created at plant B.
Then it will be a two step MRP process:
1.P.O from Plant B to vendor
2. STO from plant B to A.
Thanks
Pavan Verma

Document rule based classification

from the example in oracle text developers guide i tried to build a rule based document classification, using the code given below:
create or replace package classifier as
procedure this;
end;
show errors
create or replace package body classifier as
procedure this
is
v_document     blob;
v_item          number;
v_doc           number;
begin
for doc in (select document_id, content from documents)
     loop
          v_document :=doc.content;
          v_item:=0;
          v_doc:=doc.document_id;
          for c in (select category_id, category_name from docs_cats_rule_based_class
               where matches(query,v_document)>0)
          loop
               v_item:=v_item +1;
               insert into doc_cat_rule_based_class values (doc.document_id, category_id);
          end loop;
     end loop;
end this;
end;
show errors
exec classifier.this
this gives the following errors:
package classifier Compiled.
line 5: SQLPLUS Command Skipped: show errors
package body Compiled.
line 32: SQLPLUS Command Skipped: show errors
Error starting at line 33 in command:
exec classifier.this
Error report:
ORA-04063: package body "STARDOC.CLASSIFIER" has errors
ORA-06508: PL/SQL: could not find program unit being called: "STARDOC.CLASSIFIER"
ORA-06512: at line 1
i think i am missing some grant to package. please help!

What version of Oracle are you using? Did you create the required tables and index in the earlier steps? What did you run it from? It appears that you did not run it from SQL*Plus. Please see the following demonstration that shows that it works fine on Oracle 10g when run from SQL*Plus with minimal privileges. I did not use any data.
SCOTT@10gXE> CREATE USER stardoc IDENTIFIED BY stardoc
2 /
User created.
SCOTT@10gXE> GRANT CONNECT, RESOURCE TO stardoc
2 /
Grant succeeded.
SCOTT@10gXE> CONNECT stardoc/stardoc
Connected.
STARDOC@10gXE>
STARDOC@10gXE> create table news_table
2    (tk    number primary key not null,
3      title varchar2(1000),
4      text clob)
5 /
Table created.
STARDOC@10gXE> create table news_categories
2    (queryid number primary key not null,
3      category varchar2(100),
4      query      varchar2(2000))
5 /
Table created.
STARDOC@10gXE> create table news_id_cat
2    (tk         number,
3      category_id number)
4 /
Table created.
STARDOC@10gXE> create index news_cat_idx on news_categories (query)
2 indextype is ctxsys.ctxrule
3 /
Index created.
STARDOC@10gXE> create or replace package classifier
2 as
3    procedure this;
4 end classifier;
5 /
Package created.
STARDOC@10gXE> show errors
No errors.
STARDOC@10gXE> create or replace package body classifier
2 as
3    procedure this
4    is
5       v_document    clob;
6       v_item        number;
7       v_doc            number;
8    begin
9       for doc in (select tk, text from news_table)
10       loop
11         v_document := doc.text;
12         v_item := 0;
13         v_doc := doc.tk;
14         for c in
15           (select queryid, category from news_categories
16            where matches (query, v_document) > 0)
17         loop
18            v_item := v_item + 1;
19            insert into news_id_cat values (doc.tk,c.queryid);
20         end loop;
21       end loop;
22    end this;
23 end classifier;
24 /
Package body created.
STARDOC@10gXE> show errors
No errors.
STARDOC@10gXE> exec classifier.this
PL/SQL procedure successfully completed.
STARDOC@10gXE>

Job Chain. How to create Rule based on Time also?

Hi ,
I need to check at 9:30 AM that one of the previous step in the existing chain has been completed.
If not I'd like to do some 'send_notification' Step.
So, I need to create rule based on Time and 'step_n succeeded'.
Could you please tell me how to do that?
Thanks for your help,
LSY.

Hi,
Alberto is right in his approach. You can't say to evaluate the chains rules at 9:30am but you can set an evaluation context of 10 minutes so that the chains rules are reevaluated every 10 minutes.
Then you can create a rule that says
if the time is between 9:30am and 9:40am and step_to_check is running or not_started
then start send_notification_step
Hope this helps,
Ravi.

How to disable auto notification when Leads assigned

Hi,
Does anyone know how to disable or modify the automatic notification that gets sent to owner of Leads when rules assign Leads?
I've found where to change the "from" email address but want to change/stop these altogether
Thanks
Example below:
-----Original Message-----
From: XXXXX
Sent: Monday, November 17, 2008 10:09 PM
To: XXXXX
Subject: Lead(s) have been assigned to you in Oracle Siebel CRM On Demand
192 Lead(s) have been assigned to you in Oracle Siebel CRM On Demand.
Click the following URL to review your new Leads:
https://secure-XXXXX.crmondemand.com/OnDemand/user/LeadsHomepage

At this time there is no way to disable this email notification to the owner of the lead as a result of going thru the lead assignment rules.

I need help drawing a state map that highlights demographic data by zip code and county

I'm trying to draw a map of Florida that highlights some data I've collected. I need to be able to show distinctions between/among counties and zip codes. The "make a map of geographic data" video didn't really help me, as it gave no instructions on how to find the blank map in the first place.
Any help, please? Thanks
Make a map of geographic data | Adobe for Academics | Adobe TV

google or equivalent. how did illustrator give you that impression? it's for creating content, generally, not a clipart library.
edit: there are several here with county boundaries that you could probably convert to your needs:
Category:SVG maps of Florida - Wikimedia Commons

US City, States and Zip database

Hi --
Does anyone know of a good source where I can find US City, State and Zip Code information that can be easily imported into an Oracle table?
Thanks,
~Christine

A simple search in Google using "city state zip database" as the keywords comes up with a pretty decent list of possibilties.
Most are for $, but if youy are serious about this, a small sum such as charged by http://www.buyzips.com/ is worth it ...

Lead Assignment Rule Based on Industry and Zip Code

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