Territory management -acount assignment

hi Gurus,
I want to use territory management so be able to successfully establish relationship between Accounts & Territory. to see the automatic determination of territories to which account is assigned under 'Territories' assignment block on Account overview screen.
in short, territory assignment block should automatically get populated with territory.
if possible in both GUI and webui.
please help..
Thanks,
gaurav

hi vishwa, i do understand you problem, do you have IDES system at your place,.if so please compare the configuration with your system.
there is an excercise in territorry mangement, it works fine.
regards
Kamalesh

Similar Messages

How to get Manager name of a particular BP/User from territory management

Hi Guys,
I want to retrieve the Manager name of a particular BP/User from territory management. The manager might be in any territory hierarchy level above the user.
Please guide.
Regards,
Shaili

Hi Shailip,
Basically Territory hierarchy is customized based on client's business, from your reply if i understood properly i think your territory has 3 levels and
First level : District
Second level: Area
Third level: Branch
when an employee at third level is passed, you need employees assigned to area and district levelwhich are above Branch(in your case managers)
Solution: Example
First level : District - territory length(2 char)
Second level: Area - - territory length(4 char)
Third level: Branch- territory length(4 char)
1. Read the territory hierarchy(which is customized to meet clients requirement) using function module
CRM_TERRMAN_TERRLEVEL_READ ehich gives territory levels with territory length and territory offset
2. pass employee(business partner number) to FM CRM_TERRMAN_TERR_EMP_DETERMINE and get the branch path id.
3. Based on territory length for above levels drill down to Area's path id and District's path id and pass those path id's to
FM CRM_TERRMAN_EMPLOYEE_DETERMINE to get managers.
Hope this helps.
Thanks,
Priyanka

Territory Management in CRM7.0

Experts,
It seems that with CRM 7.0, the Territory Management has been changed a bit. The attributes you used to assign to a territory is now has to be done through Rule Builder. I created the Rule Policy Type 'TR'. I can see all the attributes at the backend in the rule builder too. What I was trying to find is where to set the ruly policy and rule sets on the WebClient UI. Do you need any special authorizations to be able to see the link on the front end. I can see the link 'Rule Policy' under Sales Operations, but it's asking me for the context which is more for Rule Modeler used for other things, and not the Territory Management.
Can somebody please guide me through the front-end in creating the rules and assigning them to the territories?
Thanks,
Achilles.

Hi Achilles,
yes,u r right In SAPCRM7.0 is some what change when compare to SAPCRM2007
In SAPCRM7.0 Territory Management & Loyality Management concepts are working through rule builder
You have read and understood the concepts of the rule builder.
step1) You have set the rule policy type for Territory Management to TM.
You do this in Customizing for Customer Relationship Management by choosing CRM Cross-Application Components- Rule Builder- Define Rule Policy Types.
step2) You have created a rule policy and the required number of rule sets, in the CRM WebClient UI.
You will be able to create rule policies and rule sets only if authorization object CRM_FDT is assigned to your business role. Further, you need display authorization to CRM_FDT, to display rules.
step3) Standard attributes are provided and active by default. Create all the additional attributes you need, in IMG- Customer Relationship Management Master Data- Territory Management- Maintain Territory Attributes
Hope this helps!
Thanks & Regards,
srikanth.naga

PPOME - Org.Unit (Acount assignment) goes into DUMP

Hello Gurus,
ive got a Big issue, concerning SAP HR module.
When we start the TC: PPOME we select org.unit from the structure.
It is beeing showed normaly, but only when we select Acount assignment it goes straight into DUMP,
saying:
Runtime Errors         STORAGE_PARAMETERS_WRONG_SET
What can you do?
    Note which actions and input led to the error.
    For further help in handling the problem, contact your SAP administrator
    You can use the ABAP dump analysis transaction ST22 to view and manage
    termination messages, in particular for long term reference.
    In the system profile, set the parameters
    -abap/heap_area_dia and
    -abap/heap_area_nondia
    to a maximum of 189714480. To be on the safe side, reduce the value by 10,000,
    000.
    Then restart the SAP system.
These corrections are not needed since the system for every other purpose (SD, MM, FI) is working, only for HR module during acount assignment is going into DUMP.
Any advice why this happens to some of the Org.Units?
Regards,
Laurynas Prikockis

Hi ,
Please check this thread might be helpful.
Runtime Errors STORAGE_PARAMETERS_WRONG_SET
Regards,
Siraj.

Territory management in CRM 7.0

Hi,
I created a territory and assigned rules and employees for it. And in Display relationships views I can find the business partners account which I need.
But when I try to created I opportunity and entered the prospect, The territory Id showes "BTAdminH NOT bound".
I deleted batch sequence 20 "Business Partner Assigned to the user" in access sequences. And I want batch sequence 15 "business Partner From Territory Management" be effective. Please tell me how to do. thanks.
Best regard.
Rohn

Hi Ron,
I am new to CRM 7.0. Can you tell the steps to create a rule, territory and then assign them to form a hierarchy.
Thanks n regards,
Vinu

Unable to view the document- related to territory management?

Hi
In our project, the users are assigned to the territories via org positions. In a typical instance, out of the two users assigned to the same territories, one is able to view a document and the other is not. I have checked the position/ territory validity as well and everything seems to be right. The transaction is Budget Posting ( a custom one used in TFM scenario) and it doesnt have the check for territory management (otherwise usual in transaction types). Can someone give some pointers to solve this issue? The system is 6.0.

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Unable to view documents - related to territory management?

Hi
In our project, the users are assigned to the territories via org positions. In a typical instance, out of the two users assigned to the same territories, one is able to view a document and the other is not. I have checked the position/ territory validity as well and everything seems to be right. The transaction is Budget Posting ( a custom one used in TFM scenario) and it doesnt have the check for territory management (otherwise usual in transaction types). Can someone give some pointers to solve this issue? The system is 6.0.

I pressume that this is not authorization issue.
Try check this..
Does the parameter for you is same like your teammate? (Transaction SU3)
To access the IXOS is there any custom table maintained to enter authentic user ID. Likely to chek with ABAPer.
In order to reset your user buffer go to SU56 and from the menu you will have option to rest the buffer. Alternatively you can get Security guys to do it in SU01(depends on table entry)/PFCG/PFUD...
Regards,
Arpan Paik

Territory management

Hi Friends
Is it possible to create a new assignment function category in territory management ?
Standard - three are Sales Employee, Dist Mobile Sales and Back Office
I want to add another one.Could a guru expalain if this is possile and if yes how ?
Best Regards
Jessy

Hi Jessy
I would try to be more elaborate .
The basic Territory heirarchy you make can be up to 14 levels if you keep length to be 1 .
Now the assigment of partner functions can be various but they will undergo under these three assignment categories only because the access searches for the assignment category and then the related partner function and the level.
the point i am trying to make here is at various heirarchy levels you can make use of either/all three assignment categories and assign various partner functions under them.If there is a need for more than three partner functions still you can assign them under same assignment categories ...corresponding access seq will need to be assigned then..
May be if still you are not able to get your issue resolved ...you can mail me the scenario ( [email protected] )
Cheers!
Plz reward if it helps
Regards
Raj

Territory Management Exception rules

Guys, we are on CRM 7.0 and need your expertise to understand how to build exception rules in Territory Management.
We have rules built upon Country/Regions and postal codes in US e.g.
1. If country is US and region is New York then return Territory T1
2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2
Now I want to exclude some account numbers from these statements mentioned above like
1. If country is US and region is New York then return Territory T1 but exclude account numbers 100001, 1000020, 100034, 100045
2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2 but exclude account number 123456, 123453, 183639, 1735283
How should I make my rules in system and building what operators.
Please suggest.
Thanks,
Sandeep

Hi Sandeep,
you will Need to set-up two rules, one for Territory T1 which Looks like this
The "is between" Statement should include all NY ZIP codes and the exception all ZIP-Codes which should be assigned to territory T2
In the rule for Territory T2 you define only the ZIP-Codes which you have used as an exception in the rule for territory T1.
Hope this helps

Enhacement Territory management with field Sales Office

Hi,
If i want to assign attribute for "sales office" to territory management. Which field and data element I need to use for modifiy table "CRMM_TERRATRIB". Do I need a "BAdI: Implement Business Logic for Additional Attributes"?
Thanks in advance.
Lyda

Plant and Sales Office Fields are not Present in Output Communication Structure KOMKBV3 / KOMPBV3.
Your observation is correct. In standard SAP System for Application V3, Sales Office and Plant are not part of standard field catelog.
If you observe Plant & Sales Office are item & header related data, respectively. Therefore, Plant and Sales Office should ideally appended to structure KOMPBV3 & KOMKBV3. Then write require logic in userexit to fetch values for Plant & Sales Office in USEREXIT_KOMPBV3_FILL in include RVCOMFZ1 and USEREXIT_KOMKBV3_FILL in include RVCOMFZZ, respectively.
Further instead of appending fields catalog with std fields WERKS and VKBUR for plant and Sales Office, try with Z fields like ZZWERKS and ZZVKBUR, for Plant and Sales Office, respectively.
For your reference/understanding, you can refer following SAP Help link: New Fields For Output Control
Thanks, JP

Sales Area, Organizational Model and Territory Management

Dear Experts,
I'm meeting unexpected system behaviour (CRM Release 2007) during the configuration of the territory management, below the steps I have done:
1. Define a new Employee from BP transaction
2. Go to "Organizational Model", create a new position under the existing organizational unit and assign the new BP to it.
3. Go to "Maintain Territory Hierarchy", add a regional level to the existing structure, add the new BP and set the appropriate territory attributes.
4. Go to "Maintain sales area for territories from Org. Model", select the new regional level and click on "Show Sales Areas". The system shows as attributes status "Position 50000125 has no sales areas".
Where can I set the sales area for the territory?
Thanks in advanced for your help.
Kind regards,
Alberto
Edited by: Alberto Angelini on Apr 7, 2009 6:43 PM
Edited by: Alberto Angelini on Apr 7, 2009 6:44 PM

Hi,
In TCODE CRMM_TERRMAN under the tab where the positions for a territory are assigned,
check if Territory attributes are maintained. There should be SA_SALES_AREA maintained here.
Also in TCODE PPOMA_CRM under the Function Tab check whether the Sales Area for the position is maintained.
Regards,
Masood Imrani S.

Org model/structure, territory management:

Hi All,
Can some one tell breifly about Org model/structure, territory management & how tomaintain them?.
Thanks, Sudeep..

Hi Sudeep,
Organizational Management allows you to set up your companyu2018s organizational structure.
You can use this flexible tool to maintain the company structure, including the positions and employees in an application, and assign specific attributes to the organizational units. Organizational Management allows you to specify organizational data automatically in a business transaction using the organizational structure. It can also be used to determine business partners; for example, you can find the employee responsible for a business transaction.
You can further Select Determination of Data for Organization as per the following
Determination of Org Model via Organization Rule:
Determination of Org Model via responsibility
<Wizards to Create the Orgainsation Determination are available for Ease Creation of Determination Rule>
Teritorry Management
Territory Management enables you to structure and organize your sales market by dividing it into territories according to criteria of your choice (such as size, distance, revenue, products, number of visits). The organizational model reflects the internal view of your organization. The territory hierarchy reflects the market view. Changes to the territory hierarchy usually occur more frequently than changes to the organizational model. The customer base can increase or decrease and territories must be resized or reallocated to accommodate this, to ensure that a sales representative has the appropriate workload.
Territory Management enables you to structure and organize your sales market by dividing it into territories according to criteria of your choice (such as size, distance, revenue, products, number of visits). These territories are structured in a territory hierarchy.
In Territory Hierarchy you can Classify Territories as per your Requirements
For Further Details you can Refer to Link
http://sapcrm.blog.co.in/
Also Please Refer CR 100 and CR 300 for Detailed Description of the Same
Thanks and Regards,
RK

Territory Management Uses

Hi
Could someone tell me abt the use territory management on
top of organizational structure?
In my company, we are starting the implementation of sap crm. We are considering the use of territory management. However all attributes we would use are already maintained in the organizational model existing in R/3. Are there advantages we should consider to justify that we would have to maintain the org model and the territories?
thanks

hi
territory assignment is always at the topmost level.it is standard practice being followed in CRM
see the advantage is that when you do segmentation you can use territory for the segmentation purpose
as you said you ahve your entire org structure maintained and all the attributes assigned to it
so now you have entire thing ready ,having territory gives you the upperhand in that when you just assign attributes to the territory ,it will be automatically assigned to the entire org structure
you tell yourself that what will be more easy assigning position 100 times or assigning just 1 time so that for single assignment 100 assignment takes place
so this way territory give you useful enhancement to do your segmentation under condtion that you have your org structure ready with the attributes.
else you wont be able to use this utility.
for more info please go through this link
http://help.sap.com/saphelp_crm60/helpdata/en/b6/030950eec841d889b8ba2a78a1fcd4/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/45/d9fc5b8eb35709e10000000a114a6b/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/de/d2fab855024f8d936fea84e9b9b551/frameset.htm
http://help.sap.com/saphelp_crm60/helpdata/en/46/5b33cff36126a9e10000000a1553f7/frameset.htm
after going through these you will get to know the advantage you can get having territory in your oprg structure at the top most level

Account Hierarchy / Territory Management

Would appreciate some clarification on the following topics:
(CRM 2007)
Territory Management:
I have created two partner functions: Sales Rep and Sales Assistant with Terr AFC: 000, however in crmm_terrman, as soon as I assign one partner function to a person of the position, the other person in the position acquires the same function. ie. I can not assign different partner functions to two different people in the same position.
Is this correct?
Finally, we have added BP_NODE_GUID as an attribute in the territory. As per note 494873 we know that there is no link between the R/3 hierarchy nodes / accounts and the BP GUID in CRM.
The determination of the 'sales rep' of the territory is not working where the attribute is account hierarchy. Does anyone have a workaround for this?
Thanks for your help!
Edited by: Tanya Rodrigues on May 18, 2010 10:29 AM

Resolved in CRM 7.0

Can we create the hierachy more than 4 level in Territory Management

Dear Sir,
If I need to create the hierachy more than 4 levels in Territory Management in CRM , is it possible.
Thank you and best regards,
Vimol

Hi Vimol,
CRMM_TERRMAN - Maintain Territory Hierarchy is the transaction where you can assign more than 4 levels in Territory Management in CRM.Maximum Restriction of Characters are 24.
Baisc Structure is as
1.Organization (2 Characters)
2.Unit (3Characters)
3.State (3Characters)
4.City(3 Characters)
5.Country (7 Characters)
6..Postal Code (6 Characters)
in a various permitation & combination.
Reward with Points.
With Best Regards,
Rajendra Sonawane

Territory management -acount assignment

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