Assigning Accounts to Territories Process Questions

New Contributor

Re: Assigning Accounts to Territories Process Questions


In Dashboard 4. Account Exceptions, the Finalize Assignments button has an explanation

"After the Country Sales Operations Manager has resolved the account assignment errors, the Finalize Assignments button will run the process to finalize the mapping of accounts to territories and create an identifying code."

I don't know what it exactly means. Could you help me?
Community Boss

Re: Assigning Accounts to Territories Process Questions

@FPAnalyst 

 

We want to ensure that after the Account assignments have been made that each of those members has a code.  

Master Anaplanner/Community Boss

Re: Assigning Accounts to Territories Process Questions

@ChrisMullen A few related questions about account assignments:

  1. Are there any accounts that operate in more than one country, and if so, is that account still considered one account?
  2. Who decides which country the account gets assigned to if it operates in multiple countries?
  3. How are the LY sales allocated as we go up the location hierarchy for an account that operates in more than one country?

 


Jared Dolich
Community Boss

Re: Assigning Accounts to Territories Process Questions

Each account is calculated based off of the Account's primary account location, this can be found in the starter model you download. You do not need to build for accounts with multiple locations.
Occasional Contributor

Re: Assigning Accounts to Territories Process Questions

I am a little confused with assigning accounts to territories.  I am viewing customer accounts as a numbered list that includes the country they operate in.  If there is only one customer account per country how could I assign an account to multiple territories? If I use USA as a filter for my system and show the list of accounts in the USA,  I can allow a user to input through a drop down which territory they want to assign that account.  Since their are no duplicate accounts the user would be unable to assign an account to multiple territories.  

 

Each country has 2 to 4 territories.  Would a territory include multiple countries? So Company A USA and Company A CAN should be assigned the same territory?  The solution is Company A USA and Company A CAN should both have the same territory even if one of them throws a flag for having a territory in another country?

 

Or are you saying an account has multiple products and each product should be assigned a territory?  Company A has Prod 1 and Prod 2.  Prod 1 can be assigned to a product territory specialist and Prod 2 to a different territory?

 

I guess I am just confused as to why I would build a system that allows users to assign multiple territories to the same customer account?  Feel like I am missing something.    

Community Boss

Re: Assigning Accounts to Territories Process Questions

A Country has multiple territories. 

 

For Example in the United Kingdom, You have 3 Territories   UK England - UK Wales - UK Scotland & NI

 

MetaCandy is an Account that is located in the London, the request that we have is that we want Assign this account to a territory.  For Example, UK England. 

 

 

 

Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

Hi @ChrisMullen,

 

I will post again my question of 4 weeks ago:

Why are you so keen on using the Assign function?
My first intuition also says: why using the assign functionality at all. Why not start with the simple drop down (filtered on only the country's territories) to assign an account to one territory. This will make both user stories 2.2 and 2.3 unnecessary.
I would advise to start as simple as possible, and only add complexity if really required.
What is the functional benefit of using the Assign function in this use case?

Would the country sales operations manager(s) be open that we will showcase multiple options and after that we can choose to use the assign function or not.

Is the requirement of the assign function purely for us to demonstrate we can use it?

NB: I have not start building anything yet for level 3 (so maybe my understanding is still limited).

Thanks.

 

Kind regard Guido

Community Boss

Re: Assigning Accounts to Territories Process Questions

it is a requirement because we want those who are level 3 model builders to know how to use it.  

Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

Hi @Guido.kaandorp ,

 

In a real life scenario we might use a different approach which is more solid in terms of code creation. The main reason for using this way of creating the items, as Chris pointed out, is to practice a different way for managing lists items. For example when we work in the new UX, one of the features for creating items in a list is highly similar to the Assign function from Model 3.

 

I wish you all the best with the build! Hope this helps.

 

Kind regards,

Costa

Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

@Guido.kaandorp nice to read that you have the same line of thinking. 😎 

Planning Rockstar at Bluesprint