Branch and Territory Field Guidelines

Throughout the system, branch and territory fields have a variety of purposes, depending on where you are in the system. There are also different ways of populating these fields, based on the types of results you would like to see.

In any branch or territory field, you can do any of the following:

To search, query, or report on...

Do the following...

only one branch

enter the name or number that represents that branch.

multiple branches

Do either of the following:

  • enter the names or numbers that represent those branches, separated by commas without spaces. For example, enter 1,2,3.

  • press F10 to display the multiple selection screen and then select **Multiple Branches**. In the Br/Terr column, enter the branches you want to include and then press Esc.

only one territory

enter the name or number that represents that territory.

multiple territories

press F10 to display the multiple selection screen and then select **Multiple Branches**. In the Br/Terr column, enter the territories you want to include and then press Esc.

all branches and territories

type All.