Assign Owner to the Business Account based on the Sales Territory of Business Account

Hi ​@apallawala22 

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 ​@nntsele50 

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

Hi ​@apallawala22 

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 ​@nntsele50 

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

Hi ​@apallawala22 

Below is an example of creating an assignment by region (State).

Best Regards,

NNT