Dear expert,
I am trying to use territory management to determine a sales manager in activity. I've made a new access sequence Z031 ( copy from 0030 Preceding Document -> Territory Management -> User).
Z013 has only one individual access with detail :
Source : CRM_PARTNER_M
Wait until source available (tick)
Detailed on source (Partner Function) : 00000010 Sales Manager
I made Partner Determination Procedure ZXX1 with detail:
Partner Function | Access Sequence |
00000010 Sales Manager | Z031 |
00000022 Owner (CRM) | 0004 User |
I maintain IMG menu Assign Partner Function to Assignment Function Category.Table CRMC_TERR_PFCT looks like this:
PARTNER_FCT | TERR_AFCT | NOUNIQUE_PARTDET | NOUNIQUE_TERRDET | RELATIONSHIP_CAT |
00000010 | 0000 | X |
|
|
00000022 | 0000 | X |
|
|
In Territory TERR_1 , I assigned BP 10001 with partner function 00000010 (sales manager) and BP 10002 with partner function 00000022 (Owner CRM).
When I create an activity, territory successfully determined automatically based on BP 10002 (where user was assigned). But somehow, Partner Function 00000010 (Sales Manager) still empty. I think with these configuration BP 10001 should be the sales manager in the activity.
Is there something missing?
Thanks & Regards,
Shafeeg