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Former Member
Aug 18, 2010 at 02:49 PM

Territory ID is not determining under Partners tab in Opportunity


Dear all,

I have created Territory hierarchy and assigned employees through positions in the Organization structure.

create partner determination procedure with Sales Prospect, Contact Person and Employee responsible as partner functions.

Maintained 0030 resource for Employee responsible partner function.

assigned Partner determination procedure to the Opportunity transaction type.

But in Opportunity transaction, Territories are not getting determined.

In Territory, as per the given rule I can see the customer in display results.

The same customer is used in Opportunity but none of the territories and employees are getting determined.

Kindly help me in resolving the issue.

Your help will be highly appreciated

Best regards

Raghu ram