Define Auxiliary Dimensions

You can define up to three auxiliary dimensions that will match with customer attributes.

Defining Auxiliary Dimension 1, 2, or 3

You can define up to three customer auxiliary dimensions based on the customer classification model. Define classification categories first and associate them to the Customer Categories grouping.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Territories

   • Task: Manage Classification Categories

2. Create a new classification category. You can allow parent code assignment. If you allow multiple class code assignments, then the classification that's designated as Primary in the customer record is the one that's matched to assign the customer to a territory.

3. Add classification codes for the new category. You can form a hierarchy with the codes or not.

4. Use the Manage Classification Groups task and search for the CUSTOMER_GROUP category group code. Edit the group and add your new classification category to the group.

5. Add an auxiliary customer dimension in Enable Dimensions and Metrics and select the correct classification category that you created. Then this classification category becomes the source for dimension members for the auxiliary dimension.

6. Load and activate your newly enabled dimensions.

Setting Assignment Mapping

Map your new dimension for territory assignment to accounts.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Sales

   • Functional Area: Accounts and Contacts

   • Task: Manage Customer Center Assignment Objects

2. Select Account.

3. Click the Candidates tab.

4. Select Account Territory.

5. Click the Account Territory: Mapping Sets tab.

6. Select Mapping Set 1.

7. Find the auxiliary dimension you want to use, such as Auxiliary Dimension 1.

8. Click Edit.

9. Deselect Inactive.

10. Click OK.

11. Click Save and Publish.