Apply Option On Territories For Customer Inclusion To Exclude From Other Territories (Doc ID 2195846.1)

Last updated on FEBRUARY 03, 2019

Applies to:

Goal

When creating territories that have both dimensionality and customer inclusions, the customer that was included on a territory could also get assigned to other territories based on the dimensionality.

The requirement is that if a customer is included, it should be excluded from other territories (without having to manually add the exclusion on all of the relevant territories).

Solution

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