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Procedure documentationLinking a Territory and a Technician to a Customer Locate this document in the navigation structure


To ensure that a specific technician is always assigned by default to service calls for a customer, you can link a specific technician and a territory to a customer.


  1. From the SAP Business One Main Menu, choose   Business Partners   Business Partner Master Data   and select the General tab.

  2. Select a customer.

  3. From the Technician dropdown list, select the technician that you want to assign to all the customer's service calls. This technician is then displayed as the default in every equipment card created for this customer.

    Note Note

    You can select only those technicians who are employees defined as technicians.

    To define roles, from the SAP Business One Main Menu, choose   Human Resources   Employee Master Data  , choose the Membership tab, and then specify roles in the Roles table.

    End of the note.
  4. From the Territory dropdown list, select a territory pertinent to the customer. If a territory is specified in the customer's master data, it is displayed as the default territory in the customer equipment card.

    Note Note

    To define territories, from the SAP Business One Main Menu, choose   Administration   Setup   General   Territories  .

    End of the note.
  5. To save the changes, choose Update.