How do I set Sales Account mapping for my opportunity territory assignment?

Opportunities are assigned to the opportunity owner's territory. The opportunity revenue gets included in the owner's forecast and passed up the management chain for adjustment and approval. You must map any new custom dimension for territory assignment to revenue lines.

Use the steps outlined here to set the sales account mapping for opportunity territory assignment.

1. In the Setup and Maintenance work area, go to the following:
   • Offering: Sales
   • Functional Area: Opportunities
   • Task: Manage Sales Assignment Manager Objects
2. Select Revenue.
3. In the Candidates tab, select Territory.
4. In the Moved to Territory: Mapping Set tab, select the Sales Account mapping set.
5. In the Mappings table, click Create.
6. Select or enter values for these fields:
   • Type: Attribute
   • Exact Match: Select
   • Function: Code: Enter the appropriate dimension code, such as Ext1
   • Candidate Object: Territory
   • Work Object: Revenue
   • Candidate Object Attribute: Low: Dimension Member ID
   • Work Object Attribute: Low: Select the appropriate field, such as Line of Business
7. Click OK.
8. Save and publish.