Example of Rotation Rule (FATA571 - SIGAFAT)

Parameters used in the Suspect or Prospect Customer Service.

MV_TMKSEV = Severity Code (Prospect with reserve)

MV_VENDPAD = Standard Sales Representative   

MV_FATCON = Limit of standard accounts

The routine Sales Representative Rotation evaluates the Suspect or Prospect in the customer service provided in the  Call Center and defines the sales representative to assist him. This evaluation depends on the Rotation rules previously registered. To further understanding, see example with description of the internal processing demonstrated in three stages:

Stage 1 of rotation processing

In the first stage, the system verifies if all sales representatives in the line, which data range was defined in the rule, have the information on the Suspect. Other sales representative that do not comply to the requirements of the first screening are automatically eliminated.

Example:

Suppose a certain company has the following rules:

                                                                                                                        Table 1

In the first stage, the system tracks sales representatives found within the Suspect data range and that have the rule associated to the sales representative.

                                                                                                                                                        Table 2

ZIP CODE: 045000-005 (Used on rule 05 type)

ANNUAL INVOICING: 6,000,000.00 (Used on rule 01 type)

CNAE: 0315-01/02 (Used on rule 04 type)

Sales Representatives selected in the first stage are 000003, 000001, 000005 and 000006 were selected.

Note that the information of Suspect does not fit in the data range of sales representatives 000004 and 000002.

Stage 2 of rotation processing

In the second stage the rotation selects the sales representative with higher priority. Check on table 1 that the rule of highest probability is the CNAE (highest probability and always first in the line).

However, although the sales representative with code 000005 is placed before the last one in the line, he was selected as he fits in the highest priority rule (CNAE).

Stage 3 of rotation processing

In the third processing stage, the routine validates the selected sales representative on the accounts limit. The limit in his file is considered. If this limit is not informed in the routine, the system considers the value informed on parameter MV_FATCON. The system checks if current number of accounts added of one more of sales representative 000005 outbalances the limit. If does outbalances the limit, the sales representative is eliminated.

After the elimination, the internal routine evaluates the next sales representative in line, that is, code 000006.

If the systems is unable to find a qualified sales representative, it uses a pattern defined in the MV_VENDPAD parameter. However, if parameter MV_FATROD is as true, a window asks for the manual selection of the sales representative.