SAP Knowledge Base Article - Public

2735885 - How to Remove Territory from Account Using Data Workbench

Symptom

You need to remove territories from account using data workbench.

Environment

SAP Cloud for Customer

Resolution

  1. Go to the Data Workbench work center.
  2. Go to the Export view.
  3. Select Standard Object.
  4. Choose the service 'Sales Territory Account'.
  5. As filter, in the filed use 'Customer ID' and for condition use the one required for the case.
  6. Press 'Next'.
  7. Click on 'Export Data'.
  8. Go to the Data Workbench work center.
  9. Go to the Monitor view.
  10. Download the generated CSV file and open it.
  11. Add a new column at the end with the name 'ToBeDeleted' and maintain the value 'TRUE' for all the rows which you want to remove as account territory association. 
  12. Save the file.
  13. Go to the Data Workbench work center.
  14. Go to the Import view.
  15. Select 'Individual Object'.
  16. Select the operation 'Update'.
  17. Select Standard Object.
  18. Choose the service 'Sales Territory Account'.
  19. Press 'Next'.
  20. Upload the saved file from step 12.
  21. Press 'Next'.
  22. Click on 'Import'.
  23. Check the status in the Monitor view.

Keywords

Territory, Account, Remove, Data Workbench , KBA , LOD-CRM-ACC , Account , LOD-CRM-TM , Territory Management , How To

Product

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions