3597898 - How to Copy Account Territory to Follow-up Documents

The Account Territory is not automatically copied over to Follow-up Documents.

• SAP Sales Cloud Version 2
• SAP Sales and Service Cloud Version 2

1. Open the Navigation Menu.
2. Select Accounts View.
3. Locate and Open the Desired Account.
4. Navigate to the Sales Data tab.
5. Ensure that Sales Territory is maintained.
6. Click on Create and select the Follow-up Document (e.g. Opportunity, Sales Quote).
7. Observe that the created Follow-up document does not contain the Account Territory information. 

The automatic transfer of Account Territories to Follow-up transactional data, such as Opportunities and Quotes, needs to be explicitly activated in the Administration Settings under the Party Schemes for the respective Document.

To ensure that the Account Territory is copied to Follow-up transactional data:

1. Open User Menu.
2. Select Settings and then All Settings.
3. Search for "Party Schema" under the desired entity (e.g., Opportunity).
4. Find the "Territory" Party Role.
5. Click on "Show Determination Steps" under Actions.
6. Select the option "From Account Assignment to Territory".
7. This will ensure that the Territory information from the Account is transferred to the Follow-up document created.

Account, Territory, Main Territory, Follow-up, Document, Not copied, Opportunity, Lead, Sales Quote, Appointment, Sales Cloud Version 2, CNS , KBA , CEC-CRM-ACC , Account for SAP Sales/Service Cloud , CEC-CRM-TER , Territory for SAP Sales/Service Cloud , How To