Determine Sales Territory on creation of Account based on Account Owner's territory

[RottenRonnie]

Hi Guys,

When creating an Account manually, I would like the Sales Territory be automatically assigned based on the account owner's sales territory. I know this is possible for Sales Org using workflow. I've tried "Derive Sales Territory but it is not practical to maintain a territory management rule for each employee who creates accounts.

Regards

Ron

[arun02_12]

Hi Ron,

Check if the below question is scoped.

Do you want to determine the transaction’s territory based on the document owner as well as the account?

Sales BOs usually derive the territory via party processing determination access steps:

• Step 1: Get Territory from account and employee (if the intersection of territory determination is in scope in BC FT for territory management)
• Step 2: Get Territory from the account (if intersection not in scope)