Hello,
I am required to assign the owner of the Business Account based on the Sales Territory of the Business Account.
I tried using the Assignment map adding the sales territory as a condition, but it seems not Working.
Is this condition being available within the standard?
Thank You
Amanda
Best answer by nhatnghetinh
Hi
Please follow these steps:
Step 1: Create Assignment Maps as shown below.
Step 2: Select the Assignment Map for Business Account Classes.
Step 3: Create Business Accounts
Select a Class for the Business Account. After you click SAVE, the system will automatically assign the owner of the Business Account as set up in Step 1.
Best Regards,
NNT
+15Hi
Please follow these steps:
Step 1: Create Assignment Maps as shown below.
Step 2: Select the Assignment Map for Business Account Classes.
Step 3: Create Business Accounts
Select a Class for the Business Account. After you click SAVE, the system will automatically assign the owner of the Business Account as set up in Step 1.
Best Regards,
NNT
Hi
Yes, the assignment map works for class, but my concern in ‘Sales Territory’.
I am required to assign the owner based on the Sales Territory.
Thanks
+15Hi
I am thinking about creating assignment by region. I would like to know how you create a Sales Territory in Acumatica?
Best Regards,
NNT
Hi
I am assigning the sales territory by the state of the customer. This happens automatically considering the sales territory set-up.
I have sales reps assigned to each territory. Now when a new business account is created for a specific territory, I am required to assign the owner based on the territory. That is what I am trying to achieve through assignment maps.
If I could find a workaround, that should be fine also.
Thank You
+15Hi
Below is an example of creating an assignment by region (State).
Best Regards,
NNT
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