IEX: Territory Assignment Program Not Assigning Collectors To Customers
(Doc ID 2724609.1)
Last updated on JANUARY 05, 2021
Oracle Advanced Collections - Version 12.2.9 and later Information in this document applies to any platform.
On: 12.2.9, Advanced Collections Related
The IEX: Territory Assignment program should update the Default Collector to the OU specific CRM resource group based on the OU and the customer classification. Since upgrading to 12.2.9 the IEX: Territory Assignment program is not assigning any collectors to the customers.
Issue can be reproduced through below steps:
1. Responsibility: Territory Management Navigation: Setup > Enable Matching Attributes Select operating unit > select usage > select transaction type and Click Apply Enable matching attributes required.
3. Create new territory using above territory type. Create a resource group (Example -"sm test group") and use the same resource group for creating the territory. Also use classification that is used in customer form (example - High Technology).
4. Check one Customer account number that has same classification. So it should reflect new collector once IEX: Territory Assignment is run.
5. Run the STAR program
6. Run IEX: Territory Assignment
Initial collector is not changed at customer account and site level. So issue is reproduced.
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