This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 24 hours for replies.This forum is not to be used for asking questions about model building or for help with modeling questions, these questions will be removed from the forum. This is to clarify details regarding the business processes.
These assignments will be held for the year, there is no need to build in any functionality to account for reassignment. We just want to make sure we can finalize them and assure they will have a proper code.
Hi Anaplan Team,
In US 2.2 -2.3, We are setting up the count calculation for QU001 and QU002 modules. Till now, Only a Territory file is provided to be loaded in Hub with out any account mappings. To complete this we need account data for the territory which is not available yet.
To finish 2.2 - 2.3, How do I know the Account to Territory mapping? Should I use the assign process to set up a sample mapping till actual data is provided
@nmaramYes, you should just use the Assign process to check that it is working until you get a new file later on in the course.
@ChrisMullenI'm now in sprint 2, but I really hope you are going to ask in the exam "As a solution architect, where would you implement improvements in the process?". This entire assign process is just screaming for it.
Hi Chris,
I don't understand the purpose of theFinalize Assignmentsprocess. It is explained that it "will run the process to finalize the mapping of accounts to territories and create an identifying code".
For accounts displayed in this DB as incorrectly assigned, does the end user correct assignment of these accounts to territories on this dashboard or on the Assign Accounts DB?
Or does the end user follow these steps:
1- check errors on Account Exceptions DB
2- modify assignments on Assign Accounts DB
3- fun Finalize Assignments process, in order to create (or rectify) the right codes for previously misassigned accounts?
Thanks by advance for your response.
That is correct. The goal is for the end user to be able to easily identify and fix any mismatches and then run the process to make sure that there are codes.
-Chris
I have a question forCountry Sales Operations Manager forAssigningAccounts to Territories:
Which one is correct?
谢谢!
Each account should be a 1:1 relationship with a territory
Hi Chris,
I am looking at the UX design requirements & thinking I would have a line item in my model that is a list of territories that the end user would use to select against each account.
This would mean it is not possible to assign an account to more than one territory.
Would we not be looking to adapt some of the user stories to simply their process?
Hi
I would like some detail related to the Client's segmentation. We know that it is related to each account's growth potential:
Along with the support requirements related to the client's segmentation, is there any rule or KPI that gives any guidance related to this level of support required? E.g. number of visits to a client per month, number of orders by month?
有关领土assigment, Which are the capabilities of the territories? Are they related to FTEs or headcount, level of expertise of the team?
Is the PY Sales volume related to this assignment mechanism?
Is it possible to obtain further information for this point?