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Territory Manager Import Is Creating Geography And Matching Criteria Entries With No Values (Doc ID 1966198.1)

Last updated on MARCH 12, 2019

Applies to:

Oracle Territory Management - Version 12.1.3 and later
Information in this document applies to any platform.
Territory Manager import is creating geography and matching criteria entries with no values


On : 12.1.3 version, Territory Definition

We are trying to use the export/import functionality for the territory manager. If we export a territory that has a number of counties or account classifications associated with it and then change the territory name and the action to create to copy the territory, we are getting the new territory, but the new territory has extra county and account classification entries with no values and the proper values all on the last entry. This requires us to delete out all the entries without values.

CRM Administrator->Territory Manager->Territory Administration->Territories
Chose a territory and select the Export icon. These territory should have a number of counties listed on it.
Open the file that is downloaded.
Unprotect sheet.
Change the territory name in all rows and the territory start date. On the resource rows change the resource start date. Change the action to Create in all rows.
Upload all rows.
When viewing the new terrority, there are extra entries without values. For example, if there were four counties, it adds four County entries, but the first three do not have values and the fourth one has the four county values. You have to delete the three blank county entries in order to move to the next screen. Same thing happens on Account Classification - if there are two values, it creates two entries, first with no values and the second with both values.
The entries without values should not be created.

The issue can be reproduced at will with the following steps:

CRM Administrator->Territory Manager->Territory Administration->Territories


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