You can use the Territory Flexfield for recording and customized reporting on your territory information. Territory Flexfields are also displayed in the Transaction Detail and Customer Detail reports in Receivables. Receivables provides a default structure for your Territory Flexfield. You can define up to twenty segments for this structure.
Once you have defined your Territory Flexfield segments, you need to define value sets for these segments. Receivables does not provide any default value sets.
Next, you need to navigate to the Territories window to create your Territory Flexfield combinations. The Territory Flexfield does not allow dynamic insert, so you must ensure that you have defined all of your flexfield combinations before you assign them. See: Territories.
You can assign territories to your salespeople in the Salespersons window, to invoices and commitments in the Transactions window, and to customer business purposes in the Customers window.
You can choose to default the Territory Flexfield in your invoices and commitments using the Source of Territory field in the Miscellaneous alternative region of the System Options window. You can choose from the following sources:
- Bill-To Site: Use the customer's Bill-To address as the default Territory Flexfield.
- Salesrep: Use the Territory Flexfield assigned to your customer's primary salesperson as the default.
- Ship-to Site: Use the customer's ship-to address as the default Territory Flexfield.
- None: Choose this value if you do not want Receivables to provide a default Territory Flexfield.
When you recur an invoice that has a Territory Flexfield assigned to it, the same Territory Flexfield will be copied to your recurred invoice. In addition, you can import Territory Flexfield information when importing your invoices through AutoInvoice. However, note that Receivables does not support the import of Territory Flexfields through the Customer Interface utility.
The Territory Flexfield is optional, so if you do not wish to group your receivables data by territory, you do not have to implement this flexfield.