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author's profile photo Former Member
Former Member

Territory MGMT Rule

Hi Gurus,

in CRM 7.0 web ui

i created territory with three levels(continent, country, geographic area ) but only using first level (continent) and assigned "Rule" for Accounts.

i created rule as per best practice document , i set rule parameters to country and region and conditions in action i passed value for this parameters and then released and finally saved.

no employee responsible assigned.

now when to see what all accounts this territory is assigned to by using "display relationship" tab on rule box.

i donot get any result.

and even while creating an opportunity with the BP account which has values which i passed in rule conditions, i donot get territory in field "Territory ID" in general data ... where actually it should be filled up from BP address data...

i am not talking about territory id from employee responsible ...that is working fine..

problem is with "Account " based rule.

am i missing something..or do i need to run any report...any other clue.. why it is not happening..?

Thanks,

g

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Nov 22, 2011 at 12:08 PM

    Hi,

    Basically, In order for the territory assignment to work through customer you have to see the relationship at the "Display relationships" button or at the assignment block "Territories" at the customer's main view.

    If you don't see the relationships there then it's not working.

    Second, after assigning the BP's to the territory you have to ran the report at the customing IMG >CRM >Master data > Territory management >Update Territory Relationships. first initial then schedule it with delta changes. (See documentation)

    Hope it helps

    Michalis

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  • author's profile photo Former Member
    Former Member
    Posted on Dec 12, 2011 at 01:13 PM

    initial query was answered.

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