Assigning Accounts to Territories Process Questions

ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

@jonathanpascual @bleeds    You are given a file that will have the assignments. It will be in a later section. 

RahulSahoo
Contributor

Re: Assigning Accounts to Territories Process Questions

When we talk about balancing the sales support needed by the customer accounts with the capabilities of the territory, does it mean that the account assignments across all the territories should be done in such a way that the capability of all the territories should always be equal or slight variations( like in a real business scenario) is acceptable ?

Can you just help me with a better clarification on the concept of balancing ?

ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

For this release, the actions taken to balance will be done manually outside of Anaplan.  We just need the ability to see the targets that each territory has.  

xrprasadx
Contributor

Re: Assigning Accounts to Territories Process Questions

On what basis, i need to update the "G4T Territory>Account#" list to proceed with "QUO01 Territory Account Validation" ?

https://community.anaplan.com/t5/Anaplan-Platform/Level-3-Sprint-2-US-2-1/m-p/66165

 

[ Correct me if i am wrong in my steps: I have created the Hierarchies [G1 Region, G2 Country, G3Territory list ] in Data hub and then created the System module in the Data Hub as per the SYS 05 sales planning model or {as per CSV file provided in the U.S}.]

Constantin
Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

Hi @xrprasadx ,

 

In one of the user stories it is explained how to build the hierarchy (what conditions to follow). As a suggestion, we want to reduce sparsity when creating this list. So think about what we need to do in order to reduce it.

 

Hope it helps!

 

Kind regards,

Costa

BahalR
Contributor

Re: Assigning Accounts to Territories Process Questions

Hi @Constantin 

 

Can you please clarify which user story explains how to build the hierarchy ?

Asslam
Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

Hi All,

 

Not sure why the file (CYW Scenario Territory to Accounts) is provided in later steps, could have been easier if this was available before the 2.2. and 2.3 user stories. 

Any comments?

 

Cheers

Asslam

otalpur
Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

Unicorn Candy Company seems to be specifically requesting the Assign function per the UX Checklist. They must of seen this from an Anaplan Sales Rep.

 

The issue with the assign function is that it doesn't import a Code into the list when used. This is a terrible thing in a SPM model.

 

By NOT using the assign function and creating a simple import process with picklist selection (so I can get creative with codes which would allow for a better model experience down the line and more dynamic lookups as I can populate specific properties), I can streamline the assignment of accounts while making User Story 2.2 unnecessary by not allowing the assignment of a single account to multiple territories to begin with. 

 

Would Unicorn Candy Company be okay with creating a process as it is a far better, more robust and safer solution? Or is there a specific reason they want the assign function?

If they must have the assign function, do we need to capture a finalization process user story where we can then import the codes into the list items that have been assigned?

ChrisMullen
Community Boss

Re: Assigning Accounts to Territories Process Questions

We are very keen on using the Assign function and we require that after all assignments are made codes are aligned. 

Guido.kaandorp
Certified Master Anaplanner

Re: Assigning Accounts to Territories Process Questions

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.