Account Assignment

Account Assignment-15
After activating a model, you can’t reset it to Planning state. And after you archive a territory, you can’t reactivate it, so make sure you plan carefully!

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By execution of each Initial Asset Pool One Account Assignment, the Issuing Entity included the Receivables existing on the applicable Cut-Off Date or thereafter created in the Accounts designated thereby, all Interchange and Recoveries related thereto, all monies due or to become due and all amounts received or receivable with respect thereto and the “proceeds” (including “proceeds” as defined in the applicable UCC) thereof and Insurance Proceeds relating thereto.

A Bank Account Assignment dated granted by Virgin Media Investment Holdings Limited (formerly known as NTL Investment Holdings Limited) in favour of Credit Suisse First Boston, as security trustee, in respect of a blocked account maintained for the purposes of the Existing NTL Senior Credit Facilities Agreement.

Bank Account Assignment dated granted by Virgin Media Investment Holdings Limited (formerly known as NTL Investment Holdings Limited) in favour of Credit Suisse First Boston, as security trustee, in respect of certain bank accounts referred to therein.

You can assign accounts to the territories they belong to manually or by applying assignment rules.

Accounts and users are assigned to territories independently, but when an account is assigned to a territory, that territory’s users have access to the account.

It’s easy to find out who those assigned users and territories are by looking at an account record.

Maria wants to check the Express Logistics and Transport account now to see who’s assigned as users and which territory is assigned.

But before she or the rest of the Ursa Major team can do that, Maria needs to add two related lists to the account page layout.

You can apply assignment rules to a territory directly from the territory record.

Maria has spent some time setting up several more assignment rules, and she wants to add the Company Size rule to the Northern California territory.

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