Territory management in lead

hi all ,
can any one help me with how can i assign a territory to a lead or opportunity..
thankyou in advance..
Regards
shikhar arora

Hi Shikhar,
Well i have not worked on Territory assignment with Org Model.
But ya you can assign your territory to Org Model via the Employee Responsible.
For more understanding you can refer Performance Assistance for Territory Managemnet in SPRO.
Hope this will help you.
Vijayata

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

  • 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.

    Verify that you installed correct version of System Center 2012 Visual studio authoring extensions successfully
    http://www.microsoft.com/en-us/download/details.aspx?id=30169
    Also you can refer below link
    http://blogs.technet.com/b/manageabilityguys/archive/2013/10/20/visual-studio-authoring-extensions-for-visual-studio-2010-2012-2013-available-now.aspx
    Please remember, if you see a post that helped you please click (Vote As Helpful" and if it answered your question, please click (Mark As Answer).

  • 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 -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

  • 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

  • Territory Management CRM2007

    Hi,
    Can anyone give suggestion on how can we implement the territory management functionality in 2007 in the same way SAP introduced in CRM 7.0 for account search and activity creation.
    Regards,
    Kamesh Bathla

    Hi David,
    I am facing the same issue. I want to filter out a few of the employee responsible from my determined Territory. If I use the badi of defination CRM_TERRMAN_FILTER my problem of filtering the employees will be solved but I'm facing another challenge. This Badi is called only once when the application is called.
    Steps1: CRMD_ORDER transaction and create a transaction. -- Badi is triggered and we can modify the BPs
    Step 2: Create another transaction Business Transaction --> Create -- In this scenario the Badi is not called
    Now I'm not able to find why the Badi is not called the second time. If i go and do a /NCRMD_ORDER then the Badi is triggered. Please let me know how you tackled this issue.
    Regards,
    Vishal

  • Territory Management - Looking for integration with ERP Cost Centers

    We are exploring using Territory management in CRM 7.0.  However, the hierarchy structure is really the same as our cost center structure in ERP.  The Business does not want to have to maintain this information twice.  Is there some way to update one from the other?  Or is there any integration between the two?

    Milan,
    When we were first looking at automation/customization with Initiatives, the challenge was how different each project plan was. With all the different layouts and formats that different project leaders used in different areas of the same company, it make it impossible to come up with some way of standardizing how to get the data into Initiatives. If you were looking at bringing in the data to a table first, that would certainly solve that format issue.
    Initiatives aren't populated with data from PAS, instead they are created manually in the system. There are pop-up boxes involved as well. I need to do some further research into how you could best do this.
    This would be a customization.
    Regards.
    Bob

  • 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

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