AR (Accounts Receivable) Products or Services sold from Receivables can be assigned territories for reporting purposes. Territories are managed in the Territory Maintenance window.
Access the Territory Maintenance window
From the Receivables module:
1. Navigate to the Maintenance menu.
2. Select 5. Territories.
The Territory Maintenance window is displayed.
Territory Maintenance window overview
Refer to the table below for an explanation of each of the key features of the Territory Maintenance window.
|Short code for Territory
|Name of Territory
|Create a new Territory.
Refer to Add a Territory.
|Edit an existing Territory
|Delete an existing Territory
|View details of existing Territory
|Opens Search window to search for Territory
|Merge two Territories together.
Refer to Merge a Territory
|Print a list of Territories
|Change sort order of list
|Move to next or previous page of list
|Close the Territory Maintenance window