When are territories assigned to accounts?

Internal territories are assigned to accounts in these cases:

• When accounts are created.

• When a sell-to address is added to an existing sales party.

• When accounts are imported in bulk.

• When certain attributes on accounts that correspond with territory assignment dimensions are updated.

• When batch assignment is run.

• When you select the Assign Territories menu action on the Sales Account Team node for the account

• When territories are realigned or when personnel leave the territory or the company.

• When a sales manager reassigns all the sales representative's account to a different owner that triggers the reassignment of territories for those accounts to the new owner.

Note:

These profile options decide whether territory assignment and reassignment is automatic for accounts. The default setting for both is YES.

• Sales Account Automatic Assignment on Create Enabled

• Sales Account Automatic Assignment on Update Enabled

Automatic assignments are always enabled following an import, party merge, or territory realignment.

During initial implementation and migration, it's possible to create accounts before territories have been set up in the application. These accounts won't receive any territory assignment because there are no territories. These accounts need to be explicitly assigned when territories are configured and activated in the application. This is one exception which doesn't have immediate/automatic assignment. The recommendation is to run a batch assignment to assign these accounts created at the beginning of the implementation using the view criteria SalesAccountsUpdatedSinceVC.

When you make a field conditionally required on an account, then add the following Groovy script before adding your business logic:

if (userName=='FUSION_APPS_CRM_SOA_APPID'|| userName()=='FUSION_APPS_CRM_ESS_APPID')
return false

Partner territories get assigned to accounts in the following scenarios.

• When a partner-generated lead is approved, all partner territories associated with the partner-generated lead are automatically assigned to the account.

• Users with the privilege Manage Sales Party Partner Territory can assign partner territories from the account team UI.

Note:

Territory Management must be implemented to use this feature.