Territory not updated in Account even account data satisfy Territory Rule

[Former Member]

Hi,

I am working on territory management and am able to successfully establish relationship between Accounts & Territory. I can see the terrtories to which account is assigned under 'Territories' assignment block on Account overview screen.

But now if I create/ change any account data(which was not satisfying territory rule earlier) to match the territory rule, the territory is not updated even after running the report 'CRM_TERRMAN_PROC_REL'(delta).

E.g. Suppose We a territory 'ABC' with territory Rule for all accounts as- postal code between 20000 & 30000. and this rule is already released.

Now when i create an account with postal code 20569(or change an existiong account with some other postal code to a number between 20000 & 30000), It should be assigned to this territory ABC. But this relationship is not established at all even after report 'CRM_TERRMAN_PROC_REL' is executed.

Please suggest if need to implement any SAP Note or any configuration/customization is missing to achieve this functionalty.

Regards,

Amit

[former_member620088]

Hi Amit,

We are also facing the same issue while we creating the new accounts the territory are showning in the dispaly relationship, But while run the delta program which is not get updating the teritory. Request you please let me know how you resolve this issue it will be help full for us as well.

Regards,

Mathi.

[Former Member]

Hi ,

Try to run the 'CRM_TERRMAN_PROC_REL' program in Initial mode and check if the new / edited account gets assigned to the territory. if it works then there may be some bug in the Delta set up.

[gavin_crowe]

Hi Amit

Please be advised that when territory rule contains sales area attributes, ONLY sales area relationships are build up an NO accounts relationships are built.

To build up account relationship you need to use BP attributes in your rule, so please check that you have done this, and then run the report again.

Account relationship will show all accounts that fall under thisterritory and it will not consider the sales area attribute, therefore

it will not be filtered based on the sales area attribute that you mention.

Please see the online documentation:

http://help.sap.com/saphelp_crm70/helpdata/en/b9/47d63da3a64942b3ce93b94

f731c11/frameset.htm

I hope this inforamtion helps.

Best Regards

Gavin

[Former Member]

Hi Gavin,

Thanks for the reply. But, Postal Code is not a sales area attribute, it is a BP attribute. Please check SPRO->CRM->Master Data->Teeritory Attributes->Maintain Territory Attributes.

My Query is not regarding establishing relationship between Account & territory. That I have successfully implemented and I am Able to see territory on Account overview screen, even employee of territory at transaction level for that particular prospect. But, as mentioned problem is when a new account is created, assignment is not happening because of earlier released rule. (please check my example above). Please provide info if you have worked on similar requirement.

Regards,

Amit Singh