Change Active Territory Coverage Using Export and Import Management

In this example, you have a territory called NA Sales Apps with several child territories. The coverage for some of these territories includes the product ERP Applications.

You want to change the product to Financial Applications. To do so, you can use the Export and Import Management to export the coverage file. Then import two coverage files to delete the unwanted coverage and create the new coverage.

Export the Sales Territories and Sales Territory Coverage

1. Click Navigator > Export Management.

2. Click Create Export Activity.

3. Name the export North America Product.

4. In the Object field, select Sales Territory.

   The name of your export file appears in the File Name field.

5. Select the Language Independent Header check box.

6. Click Next.

7. Select Sales Territory to set these attributes and filter:

   1. Change these fields in the Attributes region:

      • Move Unique Territory Number to Selected Fields and move it to the top.

      • Move Territory Name to the top.

   2. Click Filter Name and create this filter to export active territory details as well as draft territory details, if they exist:

      1. Find the Name field and click Insert.

      2. Enter LIKE 'NA Sales Apps*'.

         The child territory names all begin with NA Sales Apps.

      3. Click Save and Close.

8. The Sales Territory object is enabled. Select Enabled for the Sales Territory Coverage object.

9. Select Sales Territory Coverage and set these selected fields to be in this order:

   1. Unique Territory Number

   2. Territory Dimension Code

   3. Dimension Name

   4. Coverage Type Code

   5. Product Group Name

   6. Product Group Number

10. Click Filter Name and create this filter:

    1. Find the TerrDimensionCode field name and click Insert.

    2. Click the equals symbol.

    3. Enter 'Prod'.

    4. Save and close.

11. Click Next.

12. Click Submit.

Edit the Exported Files

When the export is successful, you extract the files and modify them.

1. In the compressed export file, find and open the Coverage .CSV file.

2. Edit the file and save it to a new file name as a delete file to delete every coverage.

   Name	Value
   File name	Delete NA Sales ERP.csv
   UniqueTerritoryNumber	Retain the value
   CoverageTypeCode	Retain the value, for example, REGULAR or INCLUSION
   TerrDimensionCode	Retain the value, for example, Prod
   ProductGroupName	ERP Applications (Remove rows that don't contain this product group name.)
   ProductGroupNumber	1-11E-262

   Note: When you delete an existing territory coverage for the product dimension, you must include the Unique Territory Number, Coverage Type Code, Territory Dimension Code, and Product Group Number.

3. Open the original file, make these changes, and save it to add coverage.

   Name	Value
   File name	Add NA Sales Fin.csv
   UniqueTerritoryNumber	Retain the value
   CoverageTypeCode	Retain the value, for example, REGULAR or INCLUSION
   TerrDimensionCode	Retain the value, for example, Prod
   ProductGroupName	Change ERP Applications to FIN Applications
   ProductGroupNumber	Change 1-11E-262 to 1-11E-156

Note: When you create a new territory coverage for the product dimension, you must include the Unique Territory Number, Coverage Type Code, Territory Dimension Code, and Product Group Number.

Import Your Changed Files

Import your delete file first to remove the existing incorrect coverage. Then import the add file to add the new coverage.

1. Click Navigator > Import Management.

2. In the Manage Imports page, click Create Import Activity.

3. In the Enter Import Options page, select or enter these options.

   Field Name	Value
   Name	Delete ERP Apps coverage for NA Sales
   Object	Sales Territory Coverage
   File Name	Delete NA Sales ERP.csv
   Import Mode	Delete records

4. Click Next.

5. In the Map Fields page, click Next.

6. Click Submit.

7. In the Manage Imports page, click Create Import Activity to import your coverage additions..

8. In the Enter Import Options page, select or enter these options.

   Field Name	Value
   Name	Create ERP Apps coverage for NA Sales
   Object	Sales Territory Coverage
   File Name	Add NA Sales Fin.csv
   Import Mode	Create records

9. Click Next.

10. In the Map Fields page, click Next.

11. Click Submit.

12. Verify that both of your imports completed.

Your changes are available in your active territories. Review the NA Sales Applications hierarchy and verify the changed Product dimension coverage.