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Territory Start/End Date Extraction

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Hi,

On Territory Team page we have Start/End date which indicates when the team member was assigned to that territory (employee could be active from before this date) and when the employee assignment was end dated for that territory node.

This Start/End date is not available as a data source field to be reported on in TERRITORY TEAM data source. Even when we join EMPLOYEE MASTER and TERRITORY TEAM data sources the dates from EMPLOYEE MASTER are for employee himself/herself and not specific to that territory assignment. We need to get Employee's assignment to Territory and that assignment's Start/End date in the data source to be able to report on those dates.

Please suggest how to achieve this.

Thank you.

Regards,

Somil Joshi

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Answers (1)

Answers (1)

former_member228663
Participant

Hi Somil Joshi,

If standard fields are missing in the related data source , you can add fields into data source using SDK development.

you have to create two extension fields (StartDateExt/ EndDateExt) in the business object (SalesTerritory) and using script you have to pass the values from standard fields (Start date /end date ) to the extension fields (StartDateExt/ EndDateExt).

Once you are done with scripting, you can extend you extension fields to the required/associated data source of (SalesTerritory) object and can use for reporting.

Hope this will help you !

Thanks,

Manoj Kannaujiya