Copying Territory Hierarchies

When you copy a hierarchy, Siebel Territory Management does a deep copy, copying all active nodes within the hierarchy. You enter a new name for the copied hierarchy, and Siebel Territory Management includes all the active nodes from the original hierarchy under the new copy of the hierarchy.

If you are creating a new hierarchy that is similar to an existing hierarchy, you can copy the existing hierarchy and then modify the copy.

Copying All Nodes

By default, when you copy hierarchies, the copy includes only the active nodes of the original hierarchy. You can configure Siebel Territory Management so the copy includes all the nodes of the original hierarchy.

To copy all nodes

• Change the user property Copy All Territory Nodes in the business component Territory Hierarchy.

  The default value is N.

Copying the Hierarchy

Use the following procedure to copy the hierarchy.

To copy a hierarchy

1. Navigate to the Siebel Territory Management screen, then the Hierarchies List view.

2. In the Hierarchies list, select the desired hierarchy.

3. From the Hierarchies list menu, select Copy Hierarchy.

   Note: Instead of the menu selection, you can press Alt+C.

4. Enter the name of the copy of the Hierarchy.

   When you step off the record, Siebel Territory Management creates a copy of the original hierarchy and its nodes with the new name that you entered.