Aligning Geographies to Territories

Objectives

After completing this lesson, you will be able to:

  • Align geographies to territories
  • Transfer geography alignments

Aligning Geographies to Territories

In some cases, the territory is defined not only by accounts or products, but by geographic regions. Territory and Quota allows you to align one or more geographies with a territory. You can also transfer a geography alignment from one territory to another.

Align Geographies to a Territory

Steps

  1. Navigate to Territory AdminTerritory Programs and open the territory program to which the territory belongs. The territory program opens, and the Territory Tree tab is displayed.

  2. Select the territory for which you want to manually align a geography. The Territory Detail pane will open on the right.

  3. In the Territory Detail pane, navigate to the Alignments tab, then the Geographies tab.

  4. Choose Create () to add an alignment.

  5. The Add Geographies wizard screen opens. All available geographies are listed.

  6. To narrow down the list of geographies, use the Global Search () or choose Column Search () and filter by specific columns. You can also use the Show Parent Geographies Only option.

  7. Select the checkbox for one or more geographies you want to align with the territory.

  8. Choose Next. The Alignment Details screen of the Add Geographies wizard appears. The geographies that were selected in the previous step are listed under Selected Geographies on the right. The Alignment Details you define apply to all of the selected geographies.

  9. Geographies to Territory Alignment Dates: by default, the dates align with the effective period for the selected version of the territory.

  10. Alignment Type: select the Alignment Type from the list. All Alignment Types associated with the territory program are available for selection.

    1. Override Uniqueness Enforcement: if selected, the aligned geography acts as unique and can't be aligned to other territories during that effective period.
  11. Additional Options

    1. Create Inclusion: by default, Create Inclusion is enabled with the start date and end date set to the territory program alignment dates. Dates can be modified but must fall within the alignment dates specified in Geographies to Territory Alignment Dates.
    2. Apply to Children: when enabled, the application creates a geography alignment for all child geographies of the current geography.
    3. Create Inclusion for Children: when enabled, within the selected period, the geography alignments are treated as exceptions.
  12. Choose Next.

  13. Custom Attributes: you can set or update any Custom Attributes that exist for territory geographies. Choose Select Attributes to select which custom attributes you want to display on the screen.

  14. Choose Save Changes to close the Add Geographies wizard.

  15. Choose Save on the Geographies tab of the territory. A banner will appear at the top of the screen with updates on the alignment job. Once the banner is green with a success message, the geography alignment job is complete.

Align Geographies to a Territory

Business Example

In this exercise, you will learn to align geographies to a Territory, so they can be used in calculating quotas.

Aligning Products Manually

When you align products manually on the Products tab, the application sets the Source associated with the alignment as Direct Placement. You can add the Source column to the AlignmentsAccounts view using the Select Columns () tool.

To learn about Geographies and Alignment Rules, watch this video:

The image below shows the steps to align the South geography to a territory.

Transferring Geography Alignments

Geography alignments can be transferred from one territory to another territory within the same territory tree. You can transfer geographies manually or using the lasso feature in the mapping application. Additional information about the mapping application is available in Lesson 9.

Transfer Geographies Manually

Steps

  1. Navigate to Territory AdminTerritory Programs and open the territory program in which you want to transfer a geography. The territory program opens, and the Territory Tree tab is displayed.

  2. On the Territory Tree tab, open the territory to which the geography is currently aligned.

  3. In the Territory detail pane on the right, navigate to the Alignments tab, then the Geographies tab.

  4. Select Transfer Geographies. The Transfer Geographies wizard opens, with a list of all currently aligned geographies.

  5. Select one or more geographies you want to transfer to another territory.

  6. Choose Next. The Select Destination screen of the Transfer Geographies window opens.

  7. Select the row of the territory to which you want to transfer the geography. Use the Tree View Icon () or List View Icon () to switch views. You can only transfer geographies to one destination territory at a time.

  8. Choose Next.

  9. Set Custom Attributes. Optionally, you can set or update any Custom Attributes that exist for the geography being transferred.

    1. No Alignment Attributes: Only custom attributes with default values are populated by the system.

    2. Keep Existing Alignment Attribute values for each Geography: All custom attribute values are retained from the original alignment record for each transferred geography.

    3. Set Alignment Attributes for all transferred Geography: All alignments created by the transfer process share the values set here. If this option is selected, all custom attributes are displayed. You can update them as needed.

  10. Choose Next.

  11. Select the Additional Options that apply.

    1. When should the transferred Geographies take effect? Either use the destination territory effective dates or select new effective dates.

    2. Alignment Type. Set the geographies to have no alignment type, to keep the existing alignment types the geographies currently have or select a new alignment type for all transferred geographies.

    3. Alignment Exception Type

      1. Create Exclusion in Source Territory: creates exclusions for each transferred geography in its source territory. Exclusion dates cover the same time period as the original alignments.
      2. Transfer with Exception Type: each new alignment that is created in the destination territory is created with the selected Alignment Type regardless of the Alignment Type in the source territory. For example, an exclusion in the source territory can be converted to inclusion in the destination territory via this process. If selected, you can choose None, Inclusion or Exclusion.
  12. Choose Save As Scenario if you wish to execute a hypothetical run of a geography alignment transfer. Additional information on scenarios is available in Lesson 10.

  13. Choose Transfer Geographies to transfer the geographies to the new territory. A banner will appear at the top of the screen with updates on the transfer job. Once the banner is green with a success message, the transfer job is complete.

Result

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