Assigning Accounts to Territories Process Questions

ChrisMullen
Community Boss

Assigning Accounts to Territories Process Questions

This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process.  The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 24 hours for replies. This forum is not to be used for asking questions about model building or for help with modeling questions, these questions will be removed from the forum.  This is to clarify details regarding the business processes.

70 REPLIES 70
jspascual
Frequent Contributor

I also got confused by this. How are we going to assign the accounts to the territories? For example, how many accounts would be assigned to US East, and so on? Is there a file to be uploaded for this? The G4 Territories>Accounts is a numbered list and each is a parent of A1 Accounts, how can we know which A1 Accounts be assigned to each of the territories? Thanks a lot.

bleeds
Contributor

Were you ever able to get a response on this?

ChrisMullen
Community Boss

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

RahulSahoo
Contributor

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

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

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

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

Hi @Constantin 

 

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

Asslam
Certified Master Anaplanner

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

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?