Aligning Products to Territories

Objectives

After completing this lesson, you will be able to:

  • Align products automatically to a territory program
  • Align products manually to a territory

Alignment of Products to Territories

Products or product categories can be aligned with one or more territories within a territory program. During the product alignment process, you can search for products by product name as well as by product category tags.

Note
Tags can be directly assigned to a product or can be inherited from categories associated with the products.

You can align one or more products with a territory using rules for automatic alignment, or you can manually allocate products.

Aligning products automatically

You can automate the allocation of products to your rep-level territories and overlay territories by configuring territory rules for the individual territories. Products can only be aligned automatically with territories that have alignment rules configured. Additional information about configuring alignment rules is available in Lesson 3.

You can align products for the entire territory tree, or just one specific territory. To align products for the entire territory tree, alignment rules must be configured for at least one of the territories in the territory tree.

Align Products for the Entire Territory Tree

Steps

  1. To run the product alignment for an entire territory tree, navigate to Territory AdminTerritory Programs and select the territory program for which you want to run the product alignment. The territory program opens to the Territory Tree tab.

  2. Select the Detail tab.

  3. From the Territory menu on the top right, select Product Allocation. The Run Product Allocation screen opens.

  4. Effective as of date: by default, the effective date is the current date. If necessary, change it to a different date.

  5. Create Scenario: if you wish to create a scenario, expand the Create Scenario section, select Create Scenario, and optionally give the scenario a label. Additional information on scenarios is available in Lesson 10.

  6. Which Products should be included: to limit the products included in the alignment, expand this section and fill out the options.

    1. Select to include All products, only New products created on or after the entered date, or Modified products on or after the entered date.
    2. Remove Products First: this option will remove all products already aligned to the territory before aligning the new set of products.
      Note
      Manual Inclusions won't be removed, and Manual Exceptions won't be realigned, even if they match the Territory alignment rules.
    3. Consider Parent Territory’s Products Only: the system will only look at parent products in the territories during the product allocation instead of looking at all products in the territories.
    4. Ignore Exceptions: enabling this option instructs the job to ignore any inclusion or exclusion exceptions that may be in place for a product for the given territory.
    5. Allocate Product to Overlay Territory: enabling this option applies the same product alignment rules to its associated overlay territories.
    6. Disable Notifications: enabling this option disables all email notifications for the user who starts the job.
  7. Product Alignment Effective Dates: when a product is associated with a territory via a Run Product Allocation job run, the effective start and end dates for the territory product alignment are based on the option you select for the Product Alignment Effective Dates.

    1. Use Current Territory Version Dates (Default): each territory has a version date, and these version dates will be used for the effective dates.
    2. Use Matching Product Dates: products can have their own version dates different from the territory version dates, so this option will use the product version dates as the effective dates.
    3. Custom Dates: enter the custom dates you’d like to use for the effective dates.
  8. Scheduling: you can configure the Product Allocation job to run automatically on a regular basis.

    1. Enable Scheduling: check the box to turn on the scheduling feature.
    2. Job Frequency: select how frequently you want the job to run.
    3. Schedule Start Date: select the start date and time.
    4. Schedule End Date: select the end date and time.
  9. Save your changes. You can close the form and return to it to run it at any time.

  10. Select Run to run the allocation and align all products to the territories that have rules defined. A banner will appear at the top of the screen with updates on the allocation job. Once the banner is green with a success message, the product allocation job is complete.

    Result

Define Product Rules and Align Products to a Territory

Business Example

In this exercise, you will learn to define product alignment rules and align products to a Territory, so they can be used in calculating quotas.

Product Alignment for a Single Territory

If you’ve made changes to a single territory that can affect the product alignment, such as adding a new geography, you can run a product alignment for just that territory. Once again, the alignment rules must be in place for that territory to have the alignment run automatically.

Before you begin a product alignment job, you can choose to refresh the rule summary to get an idea of how many products might be affected when you apply this territory's rules. To refresh the rule summary, choose Refresh Rule Summary () on the Rules tab of the territory. No rules are actually executed when you choose this option.

Run a Product Alignment for a Single 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. On the Territory Tree tab, open the territory for which you want to apply the alignment rules. In the Territory detail pane on the right, navigate to the Alignments tab, then the Rules tab.

  3. Choose the Product radio button.

  4. Choose Apply Rules. The Run Product Allocation screen opens.

  5. Enter the Effective as of date: by default, the effective date is the current date. If necessary, change it to a different date.

  6. Create Scenario: if you wish to create a scenario, expand the Create Scenario section, select Create Scenario, and optionally give the scenario a label. Additional information on scenarios is available in Lesson 10.

  7. Which Products should be included: to limit the products included in the alignment, expand this section and fill out the options.

    1. Select to include All products, only New products created on or after the entered date, or Modified products on or after the entered date.

    2. Remove Products First: this option will remove all products already aligned to the territory before aligning the new set of products.

      Note
      Manual Inclusions won't be removed, and Manual Exceptions won't be realigned, even if they match the Territory alignment rules.
    3. Consider Parent Territory’s Products Only: the system will only look at parent products in the territories during the product allocation instead of looking at all products in the territories.

    4. Ignore Exceptions: enabling this option instructs the job to ignore any inclusion or exclusion exceptions that may be in place for a product for the given territory.

    5. Run Rule for Child Territories: enabling this option overlays the existing territory products and lists a unique set of territory products.

    6. Allocate Products to Overlay Territory: enabling this option applies the same product alignment rules to its associated overlay territories.

    7. Disable Notifications: enabling this option disables all email notifications for the user who starts the job.

  8. Product Alignment Effective Dates: when a product is associated with a territory via a Run Product Allocation job run, the effective start and end dates for the territory product alignment are based on the option you select for the Product Alignment Effective Dates.

    1. Use Current Territory Version Dates (Default): each territory has a version date, and these version dates will be used for the effective dates.

    2. Use Matching Product Dates: products can have their own version dates different from the territory version dates, so this option will use the product version dates as the effective dates.

    3. Custom Dates: enter the custom dates you’d like to use for the effective dates.

  9. Select Run to run the allocation and align all products for this territory.

    A banner will appear at the top of the screen with updates on the allocation job. Once the banner is green with a success message, the product allocation job is complete.

  10. Choose Save on the Products tab of the selected territory to save the account changes.

Result

Aligning Products Manually

When you need to align products to a territory where a rule is not applicable, you can align those products manually. You can align products, or product categories, with a territory.

Align Products Manually

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 product. The Territory Detail pane will open on the right.

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

  4. Choose Create () to add an alignment.

  5. The Add Products wizard screen appears. All available products are listed.

  6. To align individual products with the territory, select the checkbox for one or more products.

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

  7. To have categories aligned with the products, first enable the Product Category toggle.

    1. Select a Product Family from the list.

    2. Begin expanding the tree to see the product categories, and the products associated with the categories. If you select the box next to the category level, only the category and no products will be aligned. If you select the box next to the "Associated Products" option, all products under that category will be aligned. To align the category and products, select the category box and the Associated Products box.

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

  9. Products/Categories 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.

  11. 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 Products/Categories to Territory Alignment Dates.

  12. Choose Next.

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

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

  15. Choose Save on the Products 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 product alignment job is complete.

    Note

    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 AlignmentsProducts view using the Select Columns () tool.

Result

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