1. Understanding Scheduled Processes
  2. Update Inheritance Recipients

Update Inheritance Recipients

Use the Update Inheritance Recipients scheduled process to update the inherited dimension of recipient territories. Dimensions are attributes that define jurisdictional boundaries of territories. For example, you can use the geography dimension to define territories by country or postal code.

When to Use

This scheduled process:

  • Updates the inherited dimensions of territories.

  • Is used to update the recipient territories after you make changes to a source territory.

Privileges Required

Verify that you have the following privileges:

  • Run Territory Inheritance Recipient Update Job (MOT_RUN_TERRITORY_INHERITANCE_RECIPIENT_UPDATE_JOB_PRIV)

Verify that you have the following roles:

  • 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.

  • We recommend that you run this scheduled process daily.

Execution Time:

  • This scheduled process takes about 80 minutes for 500 territories having 500K coverage.

Compatibility:

  • There's no known potential impact on the server performance while running this scheduled process.

  • You can run multiple instances of this scheduled process in parallel.

Parameters

Parameter

Optional or Mandatory

Description

Parameter Values

Special Combinations Required

Notes

Territory

Optional

Select the recipient territory.

N/A

None

None

Maximum number of Territories in Proposal

Mandatory

Specify the maximum number of territories.

Default value is 0.

None

None

Troubleshooting Information

  • You can use the notification settings of the scheduled process to be notified when the process is complete.

  • If the execution of this scheduled process isn't successful, the inheritance recipient territories don't get updated.

  • This scheduled process is idempotent, which means, this scheduled process can be restarted, if it failed in the initial run. No cleanup is required.

  • To verify that this scheduled process ran successfully, go to the Territories UI and view the updates in the recipient territory details.