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Function documentationTerritory Simulation

 

You use this function to optimally restructure or reorganize territories in a territory hierarchy by simulating changes to territory attributes and viewing the impact of these changes before finalizing them and saving them to the database.

Prerequisites

You have made the following settings in Customizing for Customer Relationship Management by choosing Start of the navigation path Master Data Next navigation step Territory Management End of the navigation path:

  • To define additional alignment key performance indicators (KPIs): Start of the navigation path Territory KPIs Next navigation step Additional KPIs Next navigation step Define Additional KPIs End of the navigation path

    • Define the business logic for these additional alignment KPIs in the BAdI: Implement Business Logic for Additional KPIs

  • To activate or deactivate standard SAP-delivered alignment KPIs: Start of the navigation path Territory KPIs Next navigation step Activate/Deactivate KPIs End of the navigation path

Features

  • Simulates changes to territory attributes on pre-defined alignment criteria, that is, key performance indicators (KPIs), without saving these changes to the database. You can simulate changes to territory even if it does not have a business rule.

  • Allows you to review the impact of these changes before finalizing and saving them to the database.

  • Enables you to see the summary of these changes made to the territory, its attributes, values, and so on, after saving these changes.

  • Allows you to define alignment criteria and process them as business rules with the flexibility to logically group these rules.

Activities

  1. Select the territories that need to be realigned, click Simulate.

    Note Note

    In the territory tree structure, simulation is possible only for the territory in focus and one level below, and the new value only shows direct assignments. For example, you change the number of leads in a territory hierarchy and simulate. The parent level territory displays only the number of leads assigned directly at that level and does not include the sum of leads assigned to territories one level below.

    End of the note.

  2. Select the Key Performance Indicators (KPIs), and model the criteria you have selected, to form business rules. You could also group them into logical rule sets.

  3. Review the impact of these changes before saving. You can view the results of changes (if a value has changed positively or negatively in column KPI: New Value) before and after simulation in the territory hierarchy without actually saving.

  4. Save or discard the simulated changed. .

More Information

If the simulation you save results in master data changes, in the creation of new rules, or changes to existing ones, you have to update territory relationships. For more information, see Customizing documentation, under Start of the navigation path Customer Relationship Management Next navigation step Master Data Next navigation step Territory Management Next navigation step Update Territory Relationships End of the navigation path.