When are territories assigned to accounts?
Internal territories are assigned to accounts in the following scenarios.
-
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 of the sales representative's account to a different owner that triggers the reassignment of territories for those accounts to the new owner.
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 to 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.