Skip to Content
author's profile photo Former Member
Former Member

Explicitly exclude a customer from a terriroty

I have a situation where we explicity assign certain customers to a particualar territory even based on potal code and other BP parameter, these customers assigned to different terriroty.

Can I exclude a customer based on Account ID in a rule even based on geocode user falls under that territory?

e.g

Terriroty T1 is for Sales Rep A - the rule is that this T1 is for zip 95050 and region as CA but I want to exclude customer 100 and 101 from this territory as I am planning to include these customers to Territory T2 (for Zipcode 95055) for another sales rep B . The customer 100 and 101 are in zip 95050 and region as CA.

Is there is recommended method by which I can define the exclusion from Territory T1 for these customers. Or if customers are define explicitly to a terriroty T2, system should ignore from Territory T1, T3 etc.

Thanks in advance,

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • Posted on Jan 09, 2014 at 10:51 AM

    Hello Arif,

    You need to implement a BAdI as per the following SPRO Path :

    Here inside this, there is this method :IF_EX_CRM_TERRMAN_FILTER~FILTER_OBJECTS

    Inside this, you can add your own custom logic :

    lt_partner_guid is getting all the business partners, you can easily add your code to omit the business partners you want based on some condition.

    Regards,

    Devashish


    pastedImage_0.png (21.4 kB)
    pastedImage_1.png (16.2 kB)
    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.