Territory Management Exception rules

Question

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

Answer 1

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