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:

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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.

We hope that you find this tip useful! For more information on Business One, you can visit our webpage or get in touch.

Source: Ari Schapira | SAP Business One – The Tip of the Week