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Assignments and Rules
This section contains solution articles for Veeva Align Assignments & Rules issues.
A Rule identifies the attributes of an Account, the Account's Address, or the Account's Hierarchy which qualify the Account to be assigned to a Territory. The evaluation of the Account Rule determines when the Account assignment is created and updated. The assignment’s life is impacted by the frequency of Account updates, Territory assignment updates (such as Geo assignments), and the Account Rule evaluation. This is controlled by the user.
An Account Rule can be assigned to a Field Force or a Territory, but not both. This is referred to as a Field Force Rule or Territory Rule. During Rule evaluation, the Territory assigned to a Field Force inherits the Field Force Rule. Each Rule has a Detail and Criteria section combined to make up the Rule. The Field Force Rule's Detail and Criteria are applied to the Territory as if they are a Territory Rule.