Multiple territories

christine.mollard · 2023-06-07T14:49:53+00:00

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I don't understand how it can be possible that an account may have more than one territory assignment. The account is unique and we assign a territory for it or change it but it remains only one territory by account from my understanding.

Could you please explain what I misunderstand ?

Thank you

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Venki9902

Hi @christine.mollard,

You can achieve this by creating a code by contacting the territory code and account code ,that way you can achieve uniqueness with accounts with multiple territories.

Hope this helps :)

Regards,
Venkatesh

christine.mollard

Thank you Venkatesh for your answer. My issue was : how is it possible to have multiple territories for one account ? as for my understanding I thought it was unique : one territory in front of one account.

Thank you

Venki9902

Hi @christine ,

With the help of the numbered list, you can achieve that.
Since it is related to L3 we can't help you directly
Please find the below example:

Consider project as territory and create a code of territory and account with what you can able to achieve.

Hope this helps :)

Regards,
Venkatesh

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