Efficiency and order are critical for running a structured and successful business. For example, if you are a service provider who employs business development managers whose sole purpose is to generate new business opportunities in specific service areas, you would like to segregate duties according to a specific territory. SAP Business One enables you to define a tree of territories:
In this example, the service provider has divided the service areas into three main territories, North, Center, and South. Each territory is divided between a few teams based on the number of customers in each area. Depending on the business, you can assign the territory to a business partner and/or to an opportunity, and later also generate reports using territories as selection criteria.
You can either define a flat list of territories or hierarchical tree with the following options:
- Drag and drop the territory to change its location in the structure;
- Set a territory as inactive (for example, in case of reduced activity / organisational change in a certain area); and
- Remove unnecessary territories if they are not linked to other entities such as opportunity.
Available in SAP Business One 9.3, version for SAP HANA and SAP Business One 9.3.
Source: Ari Schapira | SAP Business One – The Tip of the Week