1. Implementation Reference
  2. Synchronize Territory Dimension Members

Synchronize Territory Dimension Members

When you define territories, you can select dimension members provided by source data that can change, such as lookup codes or classification values. You must reload the data to keep it current.

These dimensions can become out of date due to source data changes:
  • Industry
  • Customer Size
  • Organization Type
  • Product
  • Sales Channel
  • Business Unit
  • Auxiliary 1, 2, or 3
If, for example, you know there are changes in the classification category used for the Organization Type dimension, you must load them and activate them.
  1. In the Setup and Maintenance work area, go to the following:
    • Offering: Sales
    • Functional Area: Territories
    • Task: Enable Dimensions and Metrics
  2. Go to Actions > Load and Activate.
An alternative is to use the Territories functional area task Run Territory Dimension Synchronization to load and activate changes in dimension members.