Enable Opportunity Territory Assignment by Business Unit

You can configure the application to assign opportunities based on the BU.

To use BU in territory assignment, you must activate the assignment mapping between the opportunity revenue BU field and the territory dimension, Business Unit.

For example, you have a scenario where your organization:

• Has multiple BUs, with defined territories

• Wants to assign opportunities based on the BU

In this example, let's say the lead is contained in BU1. In this case, set up the assignment mapping so that territory assignment only matches the BU1 territories (along with any matching dimensions). Matching dimensions might include geography, product, account type, and sales channel.

Set Up the Opportunity Revenue Business Unit Mapping

Here's how to set the up the opportunity revenue BU mapping:

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

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Sales Assignment Manager Objects

2. In the Name column of the Manage Sales Assignment Manager Objects page, locate and select Revenue.

3. In the Revenue: Details region, select the Candidates tab.

4. Select the Territory candidate.

5. Select the Territory: Mapping Sets tab.

6. In the Name column, select Sales Account Mapping Set.

7. In the Sales Account Mapping Set: Mappings region, locate and select the BUnit dimension function code.

8. Click the edit icon on the table to go into edit mode.

   The Edit Mapping window appears.

9. Deselect the Inactive check box to make the function code active. Click OK.

10. Click Save and Publish.

11. Monitor and refresh the page to confirm the publish process has succeeded.

The opportunity assignment processing is now ready to use the BU information when assigning territories.