Refresh Territories from Resources

Use the Refresh Territories from Resources scheduled process to perform full or incremental synchronization of the resource hierarchy to a new or existing territory hierarchy. The resource-centric territory hierarchy is generated from your resource hierarchy when you enable forecasts using the quick setup. The Refresh Territories from Resources process synchronizes your territories periodically to match your latest resource hierarchy. The resources become the territory owners.

When to Use

This scheduled process:

• Is automatically scheduled to run before each forecasting window freeze when Enable Sales Forecasting is set to Yes in Setup Assistant.

Privileges Required

Verify that you have the following role:

• Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

Recommended Frequency:

• We recommend that you run this scheduled process on a daily or weekly basis.

Execution Time:

• This scheduled process takes minutes to complete. The execution time depends on the number of resources and number of changes to the resource hierarchy.

Compatibility:

• Before you run Refresh Territories from Resources, you must have at least one dimension enabled using the Enable Dimensions and Metrics task and perform the Load and Activate action.

• There's no known potential impact on the server performance while running this scheduled process.

• You can't run multiple instances of this scheduled process running in parallel.

• There are no business processes that can't be executed in parallel with this scheduled process execution.

• This scheduled process is incompatible with itself.

Parameters

Parameter	Optional or Mandatory	Description	Parameter Values	Special Combinations Required	Notes
Diagnostic Parameters	Mandatory	Specify the diagnostic parameters.	N/A	None	See Enable Forecasts with Quick Setup topic in the Related Topics section, specifically the topic Remove Your Resource-Centric Territory Hierarchy for the example of using this diagnostic parameter.

Troubleshooting Steps

• You can use the notification settings of the scheduled process to be notified when the process is complete.

• This scheduled process is idempotent, which means, this scheduled process can be restarted, if it failed in the initial run. No cleanup is required.

• To verify that this scheduled process ran successfully, go to the Territories UI and view updates to resource-centric territories and the hierarchy.