How To Assign A Territories To Opportunities Based On The Custom Field In Account (Doc ID 2130863.1)

Last updated on APRIL 26, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

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.

Customer ask

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?
 

Solution

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