Level3. Account Territory

Gharbali
Gharbali
in Modeling

Hello,

I am using SYS07 to load territory data in QUO07. I understand that they have different dimension however, Anaplan accepted the reference but not showing the info. any hint how can I solve it?

SYS07

Screenshot_15-11-2024_13340_us1a.app.anaplan.com.jpeg

QUO07

Screenshot_15-11-2024_13318_us1a.app.anaplan.com.jpeg

Thanks.

Best Answer

  • Prajjwal88
    Prajjwal88
    edited November 17 Answer ✓

    Hi @Gharbali ,
    The formula you applied in QUO07 accepts the reference, but it isn't displaying the information because of the top-level hierarchy present in the list used in the QUO07 module. Since there is no summary assigned to the Territory line item, no values are being returned for it in the target module.

    To resolve this, you need to use a lookup on the Account line item from SYS07 in the target line item. Therefore, the final formula in QUO07 should be: 'SYS07 Territory>Accounts Details'.Territory[FIRSTNONBLANK: 'SYS07 Territory>Accounts Details'.Account]
    (Also as there can be multiple territories assigned to single account and hence it would be better to use the count of territories as a sum instead of firstnonblank value)
    Hope this helps.

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