Assigning Accounts to Territories Process Questions

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Occasional Contributor

Re: Assigning Accounts to Territories Process Questions

LEVEL 3 MODEL BUILDING: PROCESS FLOW & UX DESIGN
4.2 Ask the Stakeholders Forum
Question:
Would there be a possibility of Account reassignment/restructuring at a later point after the initial assignment (even if it is within the same Territory and the Country Sales Ops Manager's assigned Countries)?
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Community Boss

Re: Assigning Accounts to Territories Process Questions

These assignments will be held for the year, there is no need to build in any functionality to account for reassignment. We just want to make sure we can finalize them and assure they will have a proper code. 

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Occasional Contributor

Re: Assigning Accounts to Territories Process Questions

Hi Anaplan Team,

 

In US 2.2 -2.3, We are setting up the count calculation for QU001 and QU002 modules. Till now, Only a Territory file is provided to be loaded in Hub with out any account mappings. To complete this we need account data for the territory which is not available yet. 

 

To finish 2.2 - 2.3, How do I know the Account to Territory mapping? Should I use the assign process to set up a sample mapping till actual data is provided

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Community Boss

Re: Assigning Accounts to Territories Process Questions

@nmaram  Yes, you should just use the Assign process to check that it is working until you get a new file later on in the course.