Last updated on JULY 26, 2017
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
Creating a Territory Inheritance: Procedure
You can set a territory as the source for the definitions of another territory. Then you only make changes in the one source territory, and the rest of the territories inherit the change.
Use the following procedure to start a territory inheritance:
- Add a territory to a territory proposal to edit.
- From the Actions menu, choose Edit Inheritance.
- Select the territory that contains coverages (dimensions or inclusions and exclusions, or both) that you want your proposed territory to inherit. Your territory inherits all coverage information from this source territory, unless you use overrides to change the coverage in the recipient. You can't have a chain of territory inheritances where territory B inherits from territory A, and B also is a source territory for territory C. Caution: If you delete a source territory, then automated updates to recipient territories cease.
- Use overrides to modify what is inherited from the source.
- Add any additional coverage definitions to your proposed territory.
- Activate your territory proposal. Recipient territories also inherit the Eligible for Quota, Revise Quota, Revision Reason, and Revision Description settings from the source territory.
Changing and Ending Inheritance
After you make changes to a source territory, use the Update Recipients action in the Territories table on the proposal to start the Territory Inheritance Recipient Update background process to update the recipient territories.
You can change the source territory to none to end the automatic inheritance of territory definitions.
Issue : User expects that when they do “Update Recipients” on parent Territory object, it will update below customers information into all the children of parent Territory object
But currently they don’t get the expected result as below.
But if they do “Update Recipients” directly on the child of parent territory, it will update customer information.
Update Recipient territory are not get updated by the update recipient territory action
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