Adding Address to an Account will Not Trigger Assignment
Last updated on SEPTEMBER 04, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 184.108.40.206.0 and later
Information in this document applies to any platform.
On : 220.127.116.11.0 version, Territory Management, Quotas
account territory issue
In detail I have these scenarioes:
1. account creation with address: the territory are correctly assigned (this is right)
2. account creation without address: no territory is assigned (this is right)
3. account updating with an address: the Overlay territories are assigned (this is right), no Prime territory is not assigned (this is WRONG)
As reported, the problem is on the case 3 because the same territory that is not assigned in this case is instead assigned in the case 1. I have checked the profile configurations and both the profiles (to automatically assign a territory) are set to Yes.
Create an account without address, Navigate to detail page, Add address to the account. With new address is added to the account, auto assignment is NOT triggered.
account updating with an address: the Overlay territories are assigned and also the Prime territory is assigned
The issue has the following business impact:
Due to this issue, users cannot see the prime territory on the updated account..
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms