Rebuilding Authorized Territory Lists

Run the Rebuild Authorized Territory Lists utility to update the list of branches within a territory. When you change a territory record, this utility updates the branch hierarchy lists in the Br/Terr column on any screen that displays branch-specific data, such as the Product Price Maintenance screen.

Important: Run the Delete Branch Cache File utility and the Rebuilt Authorized Territory List utility only after business hours to avoid interfering with daily transactions.

The Rebuild Authorized Territory Lists utility and the Delete Branch Cache Records utility have a similar purpose in that they were developed to clear old data from the system and to ensure that the system could quickly and effectively retrieve the most up-to-date branch and territory data possible. The utilities are triggered by the following system changes:

If you change a priority in Territory Maintenance, the system prompts to delete the branch cache files. The system retrieves data from the old branch cache files until you delete the old files. After running the Delete Branch Cache File utility the system can access the new data.
If you change the list of branches in Territory Maintenance, the system prompts to delete cache records and then to rebuild the Authorized Territory List. The system cannot find the new data until you delete the old cache files. Running the Rebuilt Authorized Territory List enables the changes you made to the territory priorities.

To rebuild an authorized territory list:

Use the following process to manually run or schedule the utility:

From the Files > Branch > Territory menu, select Rebuild Authorized Terrs to display the Rebuild Authorized Territory Lists screen.
Use one of the following hot keys:

Begin – Runs the rebuild. Run this utility only during non-business hours to avoid interfering with daily transactions. A message scrolls at the bottom of the screen when the system completes the process.
Schedule – Displays the Phantom Scheduler where you schedule a time to run the utility.

The system rebuilds the territory lists based on the changes made to the territories, and depending on your territory settings in User Maintenance, as follows:

For the...	The system updates...
Reporting List	all territories that include at least one branch accessible to the user.
Viewable List	any territory that has either an entity or product priority and that includes at least one branch accessible to the user. The entity or product priority setting means the user can view but not edit entries for this territory.
Editable List	any territory that has either an entity or product priority and the user has all branches for a territory in their authorized branch list. The entity or product priority setting means the user can set overrides at these levels for this territory.