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Set up rule-based territory definition in SAP CRM 7.0

by The Tip Doctor

May 14, 2010

The Tip Doctor, Insider Learning Network

Here’s a tip excerpted from an article by Kaushik Ray, Practice Lead — SAP CRM, GlobalSoft Solutions Inc. The article originally ran in CRM Expert back in December.

Modeling territories in SAP CRM 7.0 involves setting up the following:

  • Territory hierarchy structure (representing the reporting aggregations and chain-of-command authorizations)
  • Territory rules
  • Employee assignment via position

 To define the structure, first specify the levels of the territory. For example, the root node is the highest level node and usually represents the highest level of the territory structure. You must then specify what each level corresponds to and the number of characters in the territory ID of each level. You must also decide if the territory ID is system generated or manually entered. An instance of an SAP CRM system may have only one structure definition, so careful planning should go into defining the hierarchy.

Every territory you create has a validity period. This functionality comes with the implementation of SAP Note 1367618. You can specify the validity period of a territory by creating a validity peri od for a new or existing territory or by changing the validity period of a territory.

You can change the Valid From date as long as the dates are not in the past. If this date is in the past, then the field is display only. You can edit the Valid To date if the date is in the future and is the last validity period of the territory. The new dates you enter should align with the selected validity of the higher-level territory if a parent territory for the given territory exists. Adjusting territory validity automatically adjusts the validity of the rules and position assignments. If you advance the validity date of the territory, the system adjusts the validity of territory rules accordingly.

The territory hierarchy has several buttons, including Show Validity Period, New Validity, and Delete Last Validity. You can select a particular territory and click the Show Validity Period button to select the required validity period. The territory overview page is refreshed based on the selected validity period. The territory hierarchy is refreshed based on the Valid From date. You can define a new validity period by selecting a territory and clicking the New Validity button. You can select a territory and click Delete Last Validity to delete the validity period you last created.

Note that in a territory hierarchy, the validity period of lower-level territories should be within the validity of its parent territory. If the territory you create has a higher-level parent territory, the system automatically uses the validity period that the parent territory is currently using.

If this period lies in the past, the system enters the current date as the Valid From date. The Valid To date you enter should be equal to or greater than the Valid From date. You can define more than one validity period for a territory, but you cannot have validity periods that overlap each other. You cannot have any time period gaps between the end of a validity period and the beginning of the next one. Every territory must be continuously valid. When you change the validity period of a territory by extending it or by shortening it, the system automatically moves the adjacent validity periods so there are no gaps.

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