Overview of territories
Menu path
System ➔ General ➔ Countries ➔ Territories
Note: This menu path is available only if you have selected the Use sales commission check
box under the Sales commissions section of Order
settings or Invoice settings. For more information,
see Order settings or Invoice settings.
Introduction
In this screen, you can obtain an overview of territories.
Besides that, you can also delete a territory from this overview. You have the
option to use the territory management function to support the reporting aspect
of the sales commission management function.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I create territories?
- In the main screen, click New.
The Territory code screen will be displayed.
- Define the relevant fields.
- Click Save. The created territory code and description will be automatically displayed in the Territory
code and Description columns respectively, in the main screen.
- Click Close to return to previous screen.
Keep in mind: All fields with the “!” icon are mandatory.
How do I edit existing territories?
- In the main screen, select the required territory.
- Click Open. The Territory code screen will be displayed.
- Make the required changes at the relevant fields.
- Click Save.
- Click Close to exit.
Keep in mind: All fields with the “!” icon are mandatory.
How do I delete territories?
- In the main screen, select the required
territory code.
- Click Delete.
- The message “Depending on the
size of your company, this function may take a long time because all files
will be checked. Delete?” will be displayed.
- Click Yes to confirm
deletion or No to cancel deletion.
Fields
Search
Click this to display the territories based on the defined criteria.
Clear
Click this to clear the defined criteria.
Rows
Type the number of rows to be displayed for each screen. If you have set the default number of rows to “2”,
then two rows will displayed. Therefore, if you have more than two rows listed,
you will see the Previous and Next buttons.
Previous
Click this to return to the previous list of territory codes and descriptions.
Next
Click this to go to the next list of territory codes and descriptions.
Filter
Select starts with or contains to search for territories that starts with or contains a certain letter or word.
Territory code
Type the full or partial code of
a territory.
Description
Type the full or partial description of a territory.
Columns
Territory code
This column displays the codes of the territories.
Description
This column displays the descriptions of the territories.
Buttons
Delete
Click this to delete the selected territory.
Open
Click this to open the selected territory.
New
Click this to create a territory. For more information, see Creating and maintaining territories.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
18.757.507 |
Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |