You can add branches to your territories based on your business changes. For example, if a territory expands, and you need to add a branch location to a territory. Additionally, if your company expands or reorganizes, you can change a branch's assigned territory or create a new territory to include new or different branches.
You can edit and view only branches and territories to which you have access. To view or edit the Territory Maintenance screen, you must be assigned the TERRITORY.MAINTauthorization key. Branch and territory access is defined in User Maintenance.
To add a branch to a territory:
From the Maintenance > Branch menu, select Territory to display the Territory Maintenance window.
In the Territory Name field, enter the territory ID.
Note: The branches belonging to the territory, if any, display in the table.
Complete the fields in top of the screen.
In the Branch column, enter the number of the branch, or select from the list.
The branch name displays in the Branch Name field.
Note: To delete a branch from the list, select the branch from the table and right-click. Select Delete.
Save the branch information and exit the window.
The system prompts to delete branch cache records. Select Yes to continue with your changes and display the Delete Branch Cache Records dialog box. You can run the utility now or schedule it to run later.
In the Customer field on the Customer Maintenance window, enter the branch you added to the territory
Select Orders > AccessibleBranches to display the Accessible Branches dialog box.
Change the Home Branch field to the new branch number.
Note: If you add or remove branches, or if you change territory priorities, the system requires you to delete branch cache files and to rebuild the authorized territories list. Run these utilities only after business hours to avoid interfering with daily business transactions.
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