How do I delete a territory proposal?
Use the Delete Territory Proposal scheduled process to delete the draft territory proposals specified by the input parameter.
When to Use
This scheduled process:
-
Deletes the draft territory proposals when you have many draft proposals containing large numbers of territories or coverage records that you don't plan to activate.
Privileges Required
Verify that you have the following privilege:
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MOT_VIEW_SALES_TERRITORY_PRIV
Verify that you have the following role:
-
Sales Administrator
Before You Start
Review the following before scheduling this scheduled process:
Recommended Frequency:
-
You can run this scheduled process on a need basis.
Execution Time:
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Takes minutes to complete the scheduled process if the proposal contains 1000's of territories and coverage.
Compatibility:
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There are no scheduled processes that are dependent on this scheduled process.
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You can run multiple instances of this scheduled process in parallel.
Parameters
Parameter |
Optional or Mandatory |
Description |
Parameter Values |
Special Combinations Required |
Notes |
---|---|---|---|---|---|
Proposal Number |
Mandatory |
Specify the proposal number to be deleted. |
N/A |
None |
None |
Troubleshooting Steps
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You can use the notification settings of the scheduled process to be notified when the process is complete.
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This scheduled process is idempotent, which means, this scheduled process can be restarted if it failed in the initial run. No cleanup is required.
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To verify that this scheduled process ran successfully, go to the Manage Proposals page under Territories.