Why Aren't Territories Being Assigned To Newly Created Opportunities?

(Doc ID 1531884.1)

Last updated on MARCH 20, 2017

Applies to:

Oracle Fusion Territory Management - Version to [Release 1.0]
Information in this document applies to any platform.


CRM - (RUP3) PB 19

Statement of Issue:
When a sales rep creates a new opportunity for an account in his territory, the opportunity is not being automatically assigned to his territory. He has to manually select, Actions > "Save and Assign Territory".

1. > sign in
2. >> Create a new opportunity
3. >>> Once saved, browse to the Opportunity Team section
4. >>>> Notice no Territory is assigned


Expected Behavior:
Territories are automatically assigned to Opportunities when newly created

Actual Behavior:
Territories are not being assigned to newly created Opportunities

Business Impact:
User has to manually select, Actions > "Save and Assign Territory".


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