Employee Determination Techniques based on Territory in Business Trnsction.

Question

Dear all,
If I want to determine a territory based on customer, and Employee based on determined territory what configuration do I need to do?
I am planning to do the following configuration for Opportunity Management, please suggest me whether my understanding is correct or not.
Based on Rules defined in the territory for, customers will automatically assigned to the territory if the attribute value range matches.
Using Access Sequence 0030-Territory Mgmt user for the Customer (Sales Prospect) partner function in Partner determination procedure.
I believe this access sequence determines relevant territory based on Customer Attributes.
Once the territory determines in the Opportunity, based on territory I want to determine assigned Employee responsible.
How can I do this?
Please suggest that how can we achieve this. Your help will be greatly appreciated.
Best regards
Raghu ram

Answer 1

Hi Raghu,
There is  some steps to determine the employee responsible for a territory.
You have to define the oganisational model, define the territory, and the partner procedure linked to your activity type (opportunity...)
1- you create organisational model (PPOMA_CRM)
2- you define positions and affect employees to thoses positions
3- SPRO: Customer Relationship Management
Master Data
Territory Management
Assign Partner Function to Assignment Function Category
Put there the Id of your patner funtion you want to use and TERR AFC 0000 and (if CRM 7.0) the Rel cat BUR011
4- define your patner procedure and link it to your activity type (use the best practice for territory setup to do that)
3- create your territory
4- affect rules and positions (then employees will be affected automatically)
Do not forget to indicate the partner function in front of each employee affected to the territory (the choice list of this field come from the customisation you made the step before)
DONE
hope it will help.
Best regards,
Ahmed.