level 3 training sprint 2 2.3.1 Assigning accounts to territory question

rinko

hello everyone

I am facing a question that after I reading user story 2.2 , which is about how to use count formula, I have to write some formula of items in QUO01 Territory Account Validation Moducle, and the Assigned>1?:  item is asked for finding if one accout is assgin for more then one terrior.

so I create a new modulce for counting it with using count formula like this screenshot

as you see, there is one account assgin more then one terrior, so I want to compare "Assgin Count" with cf_Account itme of QUO01 Territory Account Validation Moducle,

But the two moducle have different dimession, so I cannot compare (new moducle dimessions are A1_Account and G3T Territory list )

anyone can give me a hint or answer because i have spent 8 hrs for this questions, thank you so much

AjayM

Hi @rinko ,

Please check few steps to solve this:
1. 'cf_account' lineitem is meant for a different purpose. You shouldn't be using it as the source for calculating 'assign count'. Simply create a new lineitem in SYS module of G4, for the counting purpose.

2. To identify whether an account is assigned to more than one territory, you will have to arrive at the count by each account (A1). Use 2.2 lesson, and you might need SUM to arrive at this.

3. Finally using LOOKUP within the formula, you will be able to identify 'assigned >1?' result. In your snapshot, this lineitem doesn't have a formula yet, but that's how you would be generating the result for this lineitem.

Hope this helps.

Cheers!

rinko

hi AjayM

Thanks for your answer, after seeing your answer, I used the "Count" item in the G4 of System module, and did the second point of your answer(I did it beofore as you can see my first screenshot).

Then I use Lookup formula and finnally made all of the 'assigned >1?' result become true by using this formula :C_Count of Accounts.Assign Count[LOOKUP: Account Name, LOOKUP: Territory] = 'SYS06 Territory Account Details'.Count

But i am so confused that I still think only Candyose would be true, becasue It be assigned to US and MEX, so the count result is 2, so assigned >1, others account only assigned to one terrior.

Could you tell me any point I was wrong? thank you so much

AjayM

Your first snapshot is not matching my 2nd point. Your 1st snapshot module is not just by A1, but also by territory (which it shouldn't be).

You're right that the purpose of 'assigned>1' is to show true only for the accounts where assignments are more than 1. But using the equality condition between two same values, you made it all true. Use new lineitem from SYS module, to sum by A1, and then follow my 3rd point.

Cheers!

rinko

hi AjayM

Thanks for your answer, I made it right

And last question I want to confirm agian that is assigned >1 item. Is only Candyose would be true?(I mean in moducle, only Candyose's assigned >1 item would be ✓, is it right?)

Thank you so much

AjayM

Yes!