Opportunity Territory Assignement Not Aligned To The Account Territory Assignement (Doc ID 2339777.1)

Last updated on AUGUST 28, 2018

Applies to:

Goal

On : 11.12.1.0.0 version, Opportunities

Opportunity territory assignement not aligned to the account territory assignement

Step 1:
I updated 8636 accounts to change the client type (ORGANIZATION_TYPE).
This client type is part of the criteria to define the territory segment to be allocated.

Step 2:
I ran the request account assignements
WorkObject : SalesAccount_Work_Object
CandidateObject: SalesAccountTerritory_Candidate_Object
Assignment Mode: Territory
View Criteria Name: AllSalesAccountsVC

Result:
The accounts are assigned to the correct territory segment
But the opportunity linked to the account is still allocated to the old territory segment.

What do we have to do additionally to align the territory of the opportunity to the account one?

Tried running "Revenue Territory Territory Based Assignment" process but following error is given:

JBO-25058: Definition 30 of type Variable is not found in RevenueDims.
 

Solution

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