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Procedure documentationDefining Territories Locate this document in the navigation structure

 

You can use territories to manage a geographic location, brand, or item category and its hierarchy. You can move territories using Drag and Drop to change their hierarchy within the window.

Procedure

Adding and Updating a Territory

You can add territories either as independent, which sets the Territory as a parent, or as a child. The first time you open this window, you can add a new territory.

  1. To add a territory, from the SAP Business One Main Menu, choose   Administration   Setup   General   Territories  .

  2. Highlight the territory that is the parent or child for the new territory and choose either Add Same-Level or Add Sub-Level.

  3. To change the location of the territory, highlight and drag it to the required location in the text area. Alternatively, you can choose the placement from the list in the Location Order field.

  4. To change the parent territory, choose the required parent from the list.

  5. To save the data, choose Update and OK.

Inactivating/Activating a Territory
  1. To inactivate a territory, choose Set Inactive.

  2. To save the data, choose Update and OK.

Deleting a Territory
  1. Before you delete a territory, ensure that it is not linked to another function, for example, a sales opportunity.

  2. To delete the territory, right-click a territory and choose Remove.

More Information

Territories - Setup