Territory
How to use Territory in Customers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the customer master, link addresses and contacts, establish defaults and verify portal access. An address with the customer name in its title is still unlinked until the Links table identifies that Customer record.
This page is a record page in Sales & Marketing → Customers. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Territory Name.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Territory from Sales & Marketing → Customers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Territory Nameterritory_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Parent Territoryparent_territory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Is Groupis_group | Check Optional | Only leaf nodes are allowed in transaction |
Territory Managerterritory_manager | Link Optional | For reference Linked record: Sales Person |
Targetstargets | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Target Detail |
Child tables
Targets — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Groupitem_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Fiscal Yearfiscal_year | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Fiscal Year |
Target Qtytarget_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Target Amounttarget_amount | Float Optional | Enter a numeric value using the required unit and precision. |
Target Distributiondistribution_id | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Monthly Distribution |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.