Symptom
You need to remove territories from account using data workbench.
Environment
SAP Cloud for Customer
Resolution
- Go to the Data Workbench work center.
- Go to the Export view.
- Select Standard Object.
- Choose the service 'Sales Territory Account'.
- As filter, in the filed use 'Customer ID' and for condition use the one required for the case.
- Press 'Next'.
- Click on 'Export Data'.
- Go to the Data Workbench work center.
- Go to the Monitor view.
- Download the generated CSV file and open it.
- 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.
- Save the file.
- Go to the Data Workbench work center.
- Go to the Import view.
- Select 'Individual Object'.
- Select the operation 'Update'.
- Select Standard Object.
- Choose the service 'Sales Territory Account'.
- Press 'Next'.
- Upload the saved file from step 12.
- Press 'Next'.
- Click on 'Import'.
- 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