Add a Revenue Assignment Mapping

Map your new custom dimension for territory assignment to revenue lines.

Before you start

You created a lookup that provides values for the custom dimension. You added the lookup field as an attribute for revenue assignment.

Here's what to do

  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 Revenue Territory: Revenue Sets tab, select the Sales Account mapping set.
  5. In the Mappings table, click Create.
  6. Select or enter values for these fields:
    OptionDescription
    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.