Symptom
You noticed that the territory maintained in the account ABC (ABC represents the Account ID) was removed after you executed the action Derive Territory, and you would like to know why.
Environment
SAP Cloud for Customer
Reproducing the Issue
- Go to the Customers work center.
- Go to the Accounts view.
- Open the account ABC.
- Press Actions -> Derive Territory.
- The territory previously maintained is removed but no new territory added.
Cause
The Derive Territory action derives territories according to the Territory Management Rules. If none of the maintained rules are triggered by the data maintained in the account, then the previous territory will get removed but as no new territory matches the account as per the rules, no new account will be added.
Resolution
This is the standard behavior of the system.
You need to maintain a rule to match with the account ABC in order to have a territory assigned to this account after the execution of the action Derive Territory.
Keywords
Derive Territory, Territory Management Rules, Territories , KBA , LOD-CRM-TM , Territory Management , LOD-CRM-ACC , Account , How To