How To Assign A Territories To Opportunities Based On The Custom Field In Account
(Doc ID 2130863.1)
Last updated on DECEMBER 22, 2020
Applies to:Oracle Fusion Sales Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
Qn1:How to add verticle (custom field in account page ) dimension for opportunities territory assignment which is already configured for account?
customer has created a custom field "Verticle". Added on account page. Verticle - auxiliary dimension and geography - standard dimensions added for territory assignment. Territory assignment is working fine for accounts.
Will the territory assignment for opportunities consider the territories assigned to respective account?
Will the territory assignment for opportunities consider geography and auxiliary verticle associated with account?
If not, does he have to add that field "Verticle" again in the opportunity page?
How to add verticle (custom field in account page ) dimension for opportunities territory assignment which is already configured for account?
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