It is important to set the rule sequence correctly so that the match rules are applied to appropriate work orders. The first matching rule in the list is applied first. You must keep the most granular rules at the top if you have hierarchical rules. For example, if Rule 1 uses City only, and Rule 2 uses Zip and City, Rule 2 must be moved above Rule 1. Else, Rule 2 is never considered for territory matching rule. |