Im new to SAP CRM Territory Management.
The requirement is to have the Territory determined in an Opportunity for Sales Employees.
I have set up the territory hierarchy in the WEBUI as follows -
Line Of Business
Territory 1( Here i assigned a sales rep)
Territory 2( Here i assigned a sales rep)
I created the Rule Policies, the rule policies for Builder and created a rule for each of the lowest level territories - Postal code rules
Rule 1 : between 1950 and 2050 = Territory 1
Rule 2: between 2051 and 3050 = Territory 2
Each lowest level territory has an employee assigned to it (Sales Rep)
Im using two customers to test -
Customer 1 falls within Postal Code 1 and has Sales Rep 1 assigned on BP
Customer 2 falls within Postal Code 2 and has Sales Rep 2 assigned on BP
I am Sales Rep 1, I am also the "User" for config and testing
I copied OPPT to Z txn
Kept it as standard but I ticked the Territory Check box
Org Data Profile is copy of 000000000005 SALE Org. Data Profile for Order (Header) to Z txn with Org Model Det Rule 10000194
Now, when I log onto the WEBUI and create a new txn Opportunity, and select my Z opportunity from the pop-up, it immediately populates Empl Resp with my name and determines Territory 1. So I am assuming its determining the empl resp from my user, and in turn its pulling Territory 1 because I (as sales Rep1) am assigned to this territory.
When I enter Customer 2 as Prospect (who according to the postal code rule I set up, should fall within Territory 2), it doesn't change the territory to Territory 2. It just stays as Territory 1. No errors or anything. Even though Customer 2 with Postal Code 3005 should = Territory 2.
The problem is I don't want it to populate Territory on opening the transaction, but only by the postal code of the BP (Prospect) I enter in the transaction, and by this, in turn determine the responsible employee who is assigned to that territory.
Have I got the right idea here, or am I missing something? It seems it is ignoring the rules I created for postal codes.
Thanks in advance