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How to start or Territory management

Former Member
0 Kudos

Dear Sir,

I need to use territtory management in CRM 5.0. But now it still not configure. Please kindly suggest or advise how to configure.

Thank you ka.

Best regards,

Vimol

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Dear Sir,

Please kindly send me to my email : vimol.siricharoenthai@holcim.com

Thank you and Best regards,

Vimol

Former Member
0 Kudos

I have sent you detailed instructions. Pl award full points.

Answers (5)

Answers (5)

Former Member
0 Kudos

Dear Sir,

Anyone can help me to show the example for define the territory level.

Because it always show me the configure error after define the the level.

Thank you and best regards,

Former Member
0 Kudos

send me your email address i will send you detailed instructions.

regards

Ruchi

Former Member
0 Kudos

1. Create a BP with with BP Category as person and role as employee,maintain as user

in this BP the attributes such as Postal Code, Region and Country are maintained.

2. Assign this employee as a user to your orgaziation structure.

3. A. Create a new territory using transaction (crm_terrman) with

--- Terrritory

--- Region

--- Area

B. Assign the employee

4. Create a partner deterrmination procedure and Acess sequence (0030) to partner determination procedure.

5. Open a new sale order and and enter this BP with Role as Sold to party. It will give a popup and show the territories which will have the same Postal Code , region and country. When we select the territory created by us ir will automatically give the employee responsible for same.

I hope this will be helpful to you

Do Reward with points !!!!

Regards,

Uday Borse

Former Member
0 Kudos

Hi Vomal,

First Define Territory Hierarchy Levels

Here you can define in to four levels.....

1 Company

2 bussiness unit

3 Area

4 Region....and then Maintain Territory Hierarchy depending upon your business requrement...

Regards

chandramohan

Regard points if it helps......

Former Member
0 Kudos

Hi

Enter T-code-CRMM_TERRMAN.

Enter Terittory level

Terittory ID

Enter Description

Choose valid from and to(Terittroy How long you require for)

Assign the employees to terittory .

Cheers

Raj

Former Member
0 Kudos

Hi Vimol,

Transaction for Territory management is

CRMM_TERRMAN

Pls refer to link below

http://help.sap.com/saphelp_crm40/helpdata/en/ff/553eeb36b13b42bdd51b86eaab57c4/frameset.htm

Best Regards,

Pratik Patel

<b>Reward with Points!</b>