Aligning Products to Territories

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

Select the Detail tab.

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

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

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.

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

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.

Scheduling: you can configure the Product Allocation job to run automatically on a regular basis.

Save your changes. You can close the form and return to it to run it at any time.

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.

Navigate to Territory Admin → Territory Programs and open the territory program to which the territory belongs.

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.

Choose the Product radio button.

Choose Apply Rules. The Run Product Allocation screen opens.

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

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.

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.

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.

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

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

Navigate to Territory Admin → Territory Programs and open the territory program to which the territory belongs.

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

In the Territory Detail pane, navigate to the Alignments tab → Products tab.

Choose Create () to add an alignment.

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

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.

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.

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.

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

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

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.

Choose Next.

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.

Choose Save Changes to close the Add Products wizard.

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.