Symptom
How to notifiy the territory owner of new accounts in their territory.
Resolution
Once a territory has been derived or added to an account, you would like to set up a notification to inform the territory owner.
You can achieve this requirement by using the workflow rules:
- Go to the Administrator work center.
- Go to the Workflow rules view.
- Create a New worflow rule.
- Step 1 : Enter Basic Data
Description : Add the name of the rule.
Business Object : Account.
Timing : On Every Save. - Step 2 : Define Conditions
Field : Territory[].
Value Before Object Change : Selected.
Compare Operator : Not equal to
With : Field Territory[]. - Step 3 : Define Actions
Rule Type : Notifications.
Subject : New Account &1 in your Territory (to displaye the name of the account in the notification)
Place Holder : &1 : Name..
Recipient Determination : Sales Territory Team Owner. - Step 4 : Review
Activate
The territory owner will then receive a notification every time an account is added in their territory.
Keywords
KBA , LOD-CRM-WKF , Workflow , How To
Product
SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions