Territory Management: Is Exclusion Possible?

[Former Member]

Implementing CRM 7.0.

Scenario: Account 11111 is assigned via a Geo-Based Rule (County) to Territory ZZZZZ. For this account, the business would like to have an exception whereby this account is assigned to Territory XXXXX instead.

Direct Assignment can be used to assign the account to XXXXX, but it does not remove the account from ZZZZZ. With direct assignment, this account will persist in both XXXXX and ZZZZZ. The business requirement is that the account ONLY exist in a single territory.

Is there a way to set up a new rule that will EXCLUDE any other rules?

Could I set up an Account Based rule and if accessed first, the system will not look for any other rules (Account or Geo based)?

Thanks for your help!

[Former Member]

Hello,

Same problem here.

CRM7.0

Did u find an answer?

The funny thing is that you cannot delete the previous rule or de-activate it or change the validity....

and at help.crm it says that you can assign multiple accounts to multiple territories. Why? what is the use if there is no restriction?

thank you in advance

Michalis

[Former Member]

Can anyone help? We have same issue.  but little different scenario.

A customer can exist in multiple territories but for same partner function if a customer assigned explicitly to a territory (XXXXX ) by BP ID, system should not assigned this customer to another Terriroty ZZZZZ based on geenric rule say zip code and region .both Terriroties are mapp to same partner fucntions (e.g. Area Sales Rep). The customer can be in another terriroty say YYYY based on YYYY rule  which is mapped for different partner fucntion (Area Manager)

[former_member182575]

Could you consider whether ACE can be used.

Regards

Waza

[Former Member]

Hi All,

Does anyone have any idea of  resolving this using best practice/recommended method.

Thanks

[devashish_bhattacharya]

Hi Arif,

There is a BAdi for that in the customizing to filter the territory.

Regards,
Devashish