Create a Territory Inheritance

You can set a territory as the source for the definitions of another territory. Then you only make changes in the one source territory, and the rest of the territories inherit the change.

1. Add a territory to a territory proposal to edit.

2. From the Actions menu, choose Inherit > Edit Inheritance.

3. Select the territory that contains coverage (dimensions or inclusions and exclusions, or both) that you want your proposed territory to inherit. Your territory inherits all coverage information from this source territory, unless you use overrides to change the coverage in the recipient. You can't have a chain of territory inheritances where territory B inherits from territory A, and B also is a source territory for territory C.

   Caution: If you delete a source territory, the recipient territories aren't deleted, but automated updates to recipient territories stop.

4. Use dimensional overrides to modify what's inherited from the source.

5. Add or remove any coverage definitions to your proposed territory.

6. Activate your territory proposal.

   Recipient territories also inherit the Eligible for Quota, Revise Quota, Revision Reason, and Revision Description settings from the source territory.