Distribution by Static Value and Date Range

Scenario

A sales organization has three teams responsible for customers with specific sales volumes:

• Team type L: Responsible for large customers with an order volume of more than 500,000 Euro per year

• Team type M: Responsible for medium-sized customers with an order volume between 100,000 and 500,000 Euro per year

• Team type S: Responsible for small customers with an order volume of up to 100,000 Euro per year

The sales representatives of a team should receive the data of all customers with a sales volume matching the responsibility of their team plus all the sales orders of these customers from the past 90 days.

Data Model and Distribution Logic

Figure 1: This figure illustrates the data model and distribution logic to be created.

Data and Distribution Logic Modeling

You can model this scenario as follows:

1. You create and activate the following data objects:

   • Two standard data objects: Customer (including an attribute for the sales volume), Sales Order (including the customer ID and the order date)

   • A receiver generation data object containing the team type (for example, large for large customers) to which the device is assigned.

     Recommendation

     We recommend that you add an association between the Sales Order data object and the Customer data object to ensure referential integrity in the consolidated data store.

2. You customize the receiver meta model so that it includes a field for the team type and team ID.

3. You create a distribution model for the Customer data object because it contains the main criterion for the distribution of the customer and order data: the sales volume.

4. You add the following dependency to the distribution model:

   Leading data object: Customer, Following data object: Sales Order

   Note

   If you have defined associations between the data objects, you can use these as the basis for defining the dependencies.

5. Create three distribution rules for the Customer data object, using the following values:

   Rule Details

   Field	Action
   Rule Name	Enter a name of your choice.
   Description	Enter a description of your choice.
   Data Object Name	No action. Displays the data object for which the dependency was created, here CUSTOMER.

   Rule Fields

   Field	Action
   Node	Select the node that contains the order date attribute.
   Node Attribute	Select the attribute that holds the order date and click > .
   Operator	Rule 1: Enter GT for the Greater Than operator. Rule 2: Enter BT for the Between operator. Rule 3: Enter LE for the Less Than Or Equals operator.

   Logic Selection

   Field	Action
   SubGen Mapping, Device Attribute Mapping, None	Select None .

   Logic Details

   Field	Action
   Buttons	Select the Constant Values button.
   Distribution Rule box	Rule 1: In the Value Low column, enter 500000 . Rule 2: In the Value Low column, enter 100001 . In the Value High column, enter 500000 . Rule 3: In the Value Low column, enter 100000 .

   Device Binding

   Field	Action
   Choose Device Binding	Select Device Binding .

   Distribution Rule box

   Field	Action
   Device Binding Name	Enter a name of your choice.
   Receiver Category type	Select MOBILE RMM .
   Receiver Category SWCV	The DOE fills this field in automatically.
   Fetch Attributes	Select Fetch Attributes .
   Receiver attributes table	Select the RMM attribute you have defined for the team type and choose > .
   Operator	Enter EQ for the Equals operator.
   Value Low	Enter the value that identifies the team type: Rule 1: L Rule 2: M Rule 3: S

6. Confirm the following steps with Continue and complete the rules.

Dependency Rule

1. Create a dependency rule for the Sales Order data object, using the following values:

   Rule Details

   Field	Action
   Rule Name	Enter a name of your choice.
   Description	Enter a description of your choice.
   Data Object Name	No action. Displays the data object for which the distribution model was created, here SALESORDER.

   Rule Fields

   Field	Action
   Node	Select the node that contains the order date attribute.
   Node Attribute	Select the attribute that holds the order date and choose > .
   Operator	Enter BT for the Between operator.

   Logic Selection

   Field	Action
   SubGen Mapping, Device Attribute Mapping, None	Select None .

   Logic Details

   Field	Action
   Buttons	Select the Date Pattern button.
   Distribution Rule box	In the Custom Type column, select Constant Offset . In the Date Pattern column, select Current Date . In the second Date Pattern column, select Current Date . In the second Range column, select - . In the second Value column, enter 90 . In the second Offset Type column, select Days .

   Device Binding

   Field	Action
   Choose Device Binding	Select All .

2. Confirm the following steps with Continue and complete the rule.