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Function documentationSpecifics for Mobile Sales (Laptop): Territory Management

 

Compared to CRM Enterprise, the following specifics apply to Mobile Sales in the territory management area:

  • Territory hierarchies and territories are maintained in CRM Enterprise and can be viewed in mobile applications.

  • Assigning business partners to territories

    You can assign business partners to territories in Mobile System Maintenance (MSY). This is possible even if the business partner has been created in the mobile application and not yet uploaded to CRM Enterprise. At the next synchronization, the business partner and the assignment to the territory are uploaded to CRM Enterprise.

    For more information about assigning business partners to territories in MSY, see Territory Assignment.

    For more information about assigning business partners to territories in CRM Enterprise, see Assigning Business Partners to Territory.

  • Viewing attribute values

    You can view the attribute values for a territory in MSY by choosing Start of the navigation path Territory Management Next navigation step Territory Overview End of the navigation path

    For more information about assigning attribute values to territories in CRM Enterprise, see Assigning Attribute Values to Territory.

  • Territory description as search parameter

    You can also use territory description as the search criterion in many of the Mobile components. When you use search help for products within a transaction, the territory at the header level is defaulted as the territory search criterion. You can change this default territory value.

  • Territory determination in business transactions

    Territory determination does not take place in Mobile Sales. If, however, a sales representative is assigned to several territories, the system administrator can set one of the territories as the default in MSY. In Mobile Sales, the sales representative can change the default territory.

    In the Business Partner component, you can override rule-based assignment of a territory to a business partner. You can select one of the directly or indirectly assigned territories as Override Rule.

    Territory-based checks are carried out for sales transactions and for activities. In the case of sales transactions, a territory check is carried out for the sold-to-party. A territory check is carried out when any of the following happens:

    • Employee Responsible is changed

    • Territory is changed

    • A business partner or product is added, or changed

    For more information, see Territory Determination in Business Transactions.

Prerequisites

By default, territory check will not apply for any transaction type. You can enable territory check for specified transaction types. You make these settings in Customizing for Customer Relationship Management under Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Transaction Types End of the navigation path. You can now do the following:

  • Restrict territory check to specified item categories by making the required settings in Customizing for Customer Relationship Management under Start of the navigation path Transactions Next navigation step Basic Settings Next navigation step Define Item Categories End of the navigation path

  • Restrict territory check to specified partner functions by making the required settings in Customizing for Customer Relationship Management under Start of the navigation path Basic Functions Next navigation step Partner Processing Next navigation step Define Partner Determination Procedure End of the navigation path