Sales Territory Management (BTB, FS)

Learn about sales territory management configurations.

The options in this category are applied globally.

Disable sales groups from the Allocation table (BTB only)

Enable this option to determine that the Rep 1-10 and Area fields are not transferred from the Allocation table when adding new records in the Sales Group info area.

Variable Copied Fields

Use this option to determine additional fields in the Sales Territory Management info area that are transferred to sales groups or property management (BTB only) records.

Enter the desired combination in the Value field using the following syntax:

Info area, target field ID, source field ID; Info area, target field ID, source field ID ;...

Example:

SB ,10,12 ;...

In the above example, field 12 in the Sales Territory Management info area is copied to field 10 in the Sales Group info area.

Alternatively, select Add/edit value from the context menu to access the Copy Fields dialog:

  1. Click on (New).
  2. Select the field to be transferred from the Sales Territory Management info area.
  3. Click on OK.
  4. Select the target info area (Sales Group, Property Management (BTB only)

    Only fields of the same type as the source field are displayed.

  5. Select the desired target field and click OK.

    The selected combinations are displayed in the Copy Fields dialog, and can be edited from there.

  6. Click OK.

    The selected combinations are transferred to the Value field.

Variable Criteria

Use this option to define additional criteria used to allocate reps or account managers.

Enter the desired combinations in the Value field using the following syntax:

Info area ID, source field ID, target field ID; Info area ID, source field ID, target field ID ;...

Example:

FI ,12,7000 ;...

In the above example, field 12 in the Company info area is compared to the value in (the user-defined) field 7000 in the Sales Territory Management info area

Alternatively, select Add/edit value from the context menu to open the Copy Fields dialog:

  1. Click on (New).
  2. Select the desired field in one of the available info areas (Company, Person, Person in Company, Property (BTB only)).
  3. Click on OK.

    Only fields in the Sales Territory Management info area of the same type as the source field are displayed in the Field Selection dialog.

  4. Select the desired field and confirm with OK.
  5. The selected combinations are displayed in the Copy Fields dialog and can be edited from there.
  6. Click OK.
  7. The selected combinations are transferred to the Value field.