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Decommissioning a Sales Territory

Dec 14, 2016 at 04:27 PM

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Hi All,

Our sales territories are changing and some are being removed and replaced with new sales territories.

In C4C, how do we properly end the effective date of an old sales territory? Is this possible or can we only delete the unused sales territory?

I'm wondering if we can end the effective date, because our business requirement is to be able to tell the sales territory of an opportunity based on a date selected.

Thanks in advance.

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1 Answer

Krishnendu Laha Dec 14, 2016 at 05:25 PM
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Hello,

There is no end date or begin date for territory nodes, the assignment to account work with "rules".

I would suggest to:

1. create a new territory

2. do "realignment run", please see the link: Territory realignment run

3. delete unnecessary territory nodes.

Thanks,

Krish

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Hi Krishendu,

So if a territory was not going to be used anymore, then our only option is to delete it. And there would be no historical reference to it anymore?

Thanks

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