How can I update the sales organization hierarchy?

You can use the import Excel macro to update the sales organization hierarchy, but you have to make some modifications first:

1. You must add a column to the macro for ResourcePartyNumber. The Resource Party Number is required to identify each resource.

2. You must export the Resource Party Number for your resources and add them to the column.

Importing your updates takes care of many steps that you would have to perform manually in the Manage Resources UI. For example, if a sales representative gets promoted to a manager, then the import completes these actions for you:

• Automatically end-dates her Sales Representative job role

• Assigns her the Sales Manager resource role

• Automatically provisions her the Sales Manager job role

The import doesn't reassign a manager's reports if the manager moves to a different organization. If you do make resource hierarchy changes and want these changes reflected immediately in your sales forecasts, you must run the Refresh Territories from Resources process.