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
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In the Setup and Maintenance work area, go to the following:
- Offering: Sales
- Functional Area: Opportunities
- Task: Manage Sales Assignment Manager Objects
- Select Revenue.
- In the Candidates tab, select Territory.
- In the Revenue Territory: Revenue Sets tab, select the Sales Account mapping set.
- In the Mappings table, click Create.
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Select or enter values for these fields:
Option Description 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 - Click OK.
- Save and publish.