Account Hierarchy / Territory Management

[Former Member]

Would appreciate some clarification on the following topics:

(CRM 2007)

Territory Management:

I have created two partner functions: Sales Rep and Sales Assistant with Terr AFC: 000, however in crmm_terrman, as soon as I assign one partner function to a person of the position, the other person in the position acquires the same function. ie. I can not assign different partner functions to two different people in the same position.

Is this correct?

Finally, we have added BP_NODE_GUID as an attribute in the territory. As per note 494873 we know that there is no link between the R/3 hierarchy nodes / accounts and the BP GUID in CRM.

The determination of the 'sales rep' of the territory is not working where the attribute is account hierarchy. Does anyone have a workaround for this?

Thanks for your help!

Edited by: Tanya Rodrigues on May 18, 2010 10:29 AM

[Former Member]

Resolved in CRM 7.0