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Former Member

PARTNER DETERMINATION USING STANDARD RULE ORGUNIT EMPLOYEE

HELLO FRIENDS,

We are using a standard (orgunit employee) rule for partner determination. the description is as follows:

hierarchy:

CIRCLE -> BRANCHES

the employee stated above comes under the circle but creates leads for all the branches.

The PDP goes as follows:

user (employee stated above) enters branch -> branch determines circle through responsibility rules and the employee automatically determines the employee.

the PDP works fine for users of earlier created circles but now we are creating new circles and new position for these employees in a similar manner and the PDP gives the error enter employee (even though the circle is determined).

Please let me know if there are some parameters that we are missing or some technical issues that need to be taken care of while using the standard (orgunit employee) rule.

Thanks and regards

Nitin Sehgal

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1 Answer

  • author's profile photo Former Member
    Former Member
    Posted on Sep 19, 2009 at 11:48 PM

    Hello Nitin,

    Did you create an employee record for the User. If you create an employee did you assign the user id for that employee.

    Check this assignment.

    Thanks

    Raja Pamireddy

    CRM Marketing Forum Moderator.

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