Managing Transaction Definitions

Authorized operators are able to manage transaction definitionsBy default, when transactions are added to SalesConnect, they are assigned a territory for each territory category in use; the territory values are copied from the connection (usually a rep or partnership) associated with the transaction. If there is no associated rep or partnership, the transaction gets its territory value from the associated office. Transaction definitions allow you to further refine a trade's territory assignments during systematic resolution. Transaction definitions are associated with an individual territory category. They determine whether or not a particular trade gets the territory assignment (in that category) of the associated connection, based on additional data in the trade. If you use transaction definitions, you must ensure that they include criteria for all circumstances under which you want a specific territory to be assigned to incoming trades., refining trades' territory assignmentsOnce a set of territories within a particular territory category version has been made current in SalesConnect, those territories will be assigned to appropriate connections (offices, reps, rep partnerships, teams, and even plan sponsors, if appropriate). Territory assignments are based on the criteria in the territory category definitions, on firm applicability, and on whether an entity is locked or not. In SalesConnect, territory locks always override systematic territory assignments. Firm associations can be set at the territory definition level; separately, territory categories can be set to be applicable to particular firms. These settings are very different from each other, but both firm associations and territory category applicability affect territory assignments for entities. during systematic resolution. This is done as part of developing a territory category versionA territory category version is one version—current, historical, or in development—of the definitions, rules, responsiblity assignments (of national sales manages and sales contacts to regions or territories) that have been developed for a particular territory category used in SalesConnect. Authorized operators can develop territory category versions to test new territory definitions; when appropriate, a version can be implemented, at which time it becomes the current version for a territory category. Historical versions can be used to review ways in which you balanced territories in the past; versions in development can be used to experiment with new ways of balancing territories. SalesConnect prevents you from making some changes to the current or previous territory category version, since this would in effect change territory rules that have already been or are currently being enforced.. See Transaction Definitions and Transaction Definitions for Territory Categories for more about the roleRoles are linked to security and personas in SalesConnect. Each role represents a group of operators who perform similar tasks and who need access to similar features. Each operator is assigned to at least one specific role. Roles may be included in security rules and in territory category definitions, too. these definitions play. See Developing a Territory Category Version for an overview of this process.

1. Using the Administration personaA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group., select Territories from the Business Rules menu. Or, select in the universal menu, and then select Territory Categories under Territories.
2. Select the link for the territory category you want.

3. On the Versions tab, select the link for the version you want.

   The version that is current is the one that's in effect right now, and you cannot change transaction definitions for it. If you need to change such definitions, you should instead develop a new version.

4. Use the Trade Definitions tab of the Territory Version detail page to add, change or delete definitions as needed. All incoming trades will be evaluated against these criteriaIn a query, a criterion is a single point of comparison. For instance, one criterion in a query might be reps in the state of Michigan. Query and search criteria are based on properties in the primary SalesConnect objects associated with the type of connection or other record which the query or search finds. to determine whether they are assigned a territory in this category.

   Add a definition

   1. Select Add.

   2. Complete the displayed Add Territory Trade Definition page.

      Tips

      • Each selected item in Definition Types adds fields to the page that you can use to specify the related values.

      • Select whether the rule is an Inclusion or Exclusion rule. Inclusion rules mean keep the default territory assignment if the transaction matches the criteria; exclusion ones mean discard that default assignment in the event of a match. In practice:

        • Transactions that match at least one inclusion rule retain the territory assigned to them by virtue of the associated connectionsConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned.. If the category uses only inclusion rules, any transaction that doesn't match at least one rule won't retain that assignment.
        • Transactions that match at least one exclusion rule are given the territory assignment Not Applicable (NA) in the category, regardless of the territory assigned to them by virtue of the associated connections. If the category uses only exclusion rules, any transaction that doesn't match at least one such rule retains that default territory assignment.
        • If the category uses both exclusion and inclusion rules, any transaction that matches at least one inclusion rule and doesn’t match any exclusion rule will retain the territory assigned to it by virtue of the associated connections.

        See Territory Assignments for Transactions to learn more about these assignments.

      • All criteria included in a single rule are evaluated with AND logic.
      • If no transaction definitionBy default, when transactions are added to SalesConnect, they are assigned a territory for each territory category in use; the territory values are copied from the connection (usually a rep or partnership) associated with the transaction. If there is no associated rep or partnership, the transaction gets its territory value from the associated office. Transaction definitions allow you to further refine a trade's territory assignments during systematic resolution. Transaction definitions are associated with an individual territory category. They determine whether or not a particular trade gets the territory assignment (in that category) of the associated connection, based on additional data in the trade. If you use transaction definitions, you must ensure that they include criteria for all circumstances under which you want a specific territory to be assigned to incoming trades. rules are defined for a territory category version, all transactions will have territories assigned to them for that territory category.
   3. Select Save.
   Change a definition

   • Edit the value in fields in the table on the Trade Definitions tab as needed, and then select Save above the table.
   Delete definitions

   • Select the checkbox for each definition you want n the table on the Trade Definitions tab, and then select Delete. You may be prompted to confirm this.