How to: determination of territory on transactional object with multi-territory scoping.
SAP Cloud for Customer
Reproducing the Issue
An account has two territories assigned: A1 and A2 (A1 and A2 represent the territories on the account). An employee has ONE territory E1 (E1 represents the employee's territory).
There is no match between the employee's one territory and the account's two territories.
The employee creates a business object, for example a quote, for this account.
The system automatically determined territory E1 for this object, taking it from the employee.
You have the scoping question "Do you want to determine the transaction’s territory based on the document owner as well as the account?" in scope. Therefore, the territory from the owner is selected.
This is expected system behaviour with that scoping.
- Do you want to determine the transaction’s territory based on the document owner as well as the account?
The business option allows you to default the territory based on the transaction owner. If you do not choose this scoping option, the system defaults to the account’s territory in the transaction utilizing the single territory approach.
The business option is required if you would like to default the territory based on the owner of a transaction.
---> In cases where multiple territories are assigned to an account and owner, the transaction will default the matching territory.
If multiple territories match, the system will provide a warning message.
If only one territory exists for the account and not for the owner, the system defaults to the account territory.
If only one territory exists for the owner and not for the account, the system defaults to the owner’s territory.
Documents that do not require an account, such as appointments, will also be defaulted to the territory that is assigned to the owner of the transaction.
KBA , LOD-CRM-TM , Territory Management , How To