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Former Member
Oct 09, 2008 at 07:37 PM

Org determination for Service & Sales Organization



Here is my objective and steps I have performed so far. Pl. guide me with your 'pearls of knowledge & experience'..!!

Objective: To create Org determination profile so that when Campaign is released, prospective customer calls 1-800 number, based on the zipcode of the customer, an Appointment/Demonstration transaction is created and this transaction is routed to the Regional Sales/Service Office.

Configuration done:

1) Org structure with Regional Sales/Service is created. Do I have to create/assign 'zipcode' as attribute over here? If yes, do I just specify the Zipcode range for each office..? Do I select 'Object Permitted in determination'..?

2) Do I have to create new Org Determination profile or I can use an existing one, such as '00000001 - Std Org data profile-Sale', which uses '10000280' as Org Det Procedure? I checked 10000280 (REG_SERV_04) and it uses zipcode as reference. I suppose we do not change/config anything with this rule correct..?

Thanks in advance and full points for correct answer...