Function documentationAssign Territory Employees in Accounts

 

This function allows you to assign employees assigned to territories, directly to the required accounts. Without the assignment, employees are still indirectly linked to the account via the territory.

This aligns territory responsibility and makes it more consistent. It is especially useful in the context of creating business transactions since it is the employee responsible assigned in territory management that takes precedence.

Integration

This function is related to the accounts application.

Prerequisites

To display the job on the CRM WebClient UI, Define Batch Processing Framework Report Types in Customizing for Customer Relationship Management, by choosing Start of the navigation path Basic Functions Next navigation step Batch Processing Framework End of the navigation path. Make the following entries:

Report ID

CRM_TERRMAN_EMP_ASSIGN

Component ID

MD110EMPBP_JOB

Window Name

MainWindow

Inbound Plug

EMPTERR

Default Name

User-define name. For example: ASSIGN EMPLOYEES TO ACCOUNTS

Features

  • Assign employees

    You can add to the existing list of employees assigned to the account or overwrite them with the employees assigned to the territories. Further, you can retain the main position and only overwrite the employees assigned under that position.

  • Define relationship category between the territory employees and the accounts. This is optional. You do this in Customizing for Customer Relationship management, by choosing Start of the navigation path Master Data Next navigation step Territory Management Next navigation step Assign Partner Function to Assignment Function Category End of the navigation path.

    The relationship category you specify in this Customizing activity is the one used when you define the relationship between the territory employees and the accounts related to the territory. For example, say you maintain employees in a territory with partner function “00000012 Sales Representative” this partner function has relationship category maintained as “BUR002 Act. Partner Relationship”, then the relationships are created with this category, that is BUR002.

Activities

Note Note

You perform this function on the CRM WebClient UI. In the navigation pane, choose Start of the navigation path Administration Next navigation step Jobs End of the navigation path.

End of the note.

Example

In this example, we have assigned to account a1 employees e1, e2, e3, and e4, and territories t1 and t2. We have assigned to territory t1, employees e11, e12, e13, and e14. We use this function to now assign employees e11, e12, e13, and e14 to account a1.

Account a1 now has not only employees e1, e2, e3, and e4 but also e11, e12, e13, and e14.