Territory Management Exception rules

[former_member348875]

Guys, we are on CRM 7.0 and need your expertise to understand how to build exception rules in Territory Management.

We have rules built upon Country/Regions and postal codes in US e.g.

1. If country is US and region is New York then return Territory T1

2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2

Now I want to exclude some account numbers from these statements mentioned above like

1. If country is US and region is New York then return Territory T1 but exclude account numbers 100001, 1000020, 100034, 100045

2. If postal code is from 18701 to 18711 or 18720 to 18735 then return Territory T2 but exclude account number 123456, 123453, 183639, 1735283

How should I make my rules in system and building what operators.

Please suggest.

Thanks,

Sandeep

[former_member487303 · Accepted solution]

Hi Sandeep,

you will Need to set-up two rules, one for Territory T1 which Looks like this

The "is between" Statement should include all NY ZIP codes and the exception all ZIP-Codes which should be assigned to territory T2

In the rule for Territory T2 you define only the ZIP-Codes which you have used as an exception in the rule for territory T1.

Hope this helps

[former_member348875 · Accepted solution]

Thanks Elke for your reply. I had this covered some time back but true that I did not close this thread.....you response is highly appreciated.

Regards,

Sandeep