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Employee determination in an account from Territory.

Hi everyone,

We have a requirement in one of our projects where while we create an account, system should pick-up the employees for each of the relationship categories from "Territory Management". We have done this for Transactions but not for Master Data.

Now, what we have done in the system for this is as follows:

1. Created a rule for account (through which the territory would get determined- Based on the Postal code).

2. Created a territory and assigned that rule and employee to it via position.

3. Now, when I create a new account with the Postal code(as stated in rule) , after running a background Job(se38), executing program: CRM_TERRMAN_PROC_REL in the background, the territories are getting determined.

4. But on the basis of the territory the employees are not getting determined in that account( as a relation ship category - Has employee as)

I have 2 questions on this :

1. Can we do some settings so that the territory gets determined while Creating an account without running a background job everytime?

2. How do we determined the employees automatically while creating account using this territory?

Your quick replies will be highly appreciated.

Regards

Aakshi Suri

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1 Answer

  • Posted on Dec 13, 2011 at 04:43 PM

    (1) I believe no other option is there except running program CRM_TERRMAN_PROC_REL in background

    (2) Need to run program CRM_TERRMAN_EMP_ASSIGN for employee assignment to account

    Regards

    Edited by: Srini Talasila on Dec 13, 2011 5:44 PM

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