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.
Generally, a branch refers to a single place of activity for your business, such as a sales store or a warehouse. Territories can contain multiple branches, other territories, or any combination depending on how you need to group your business sites and areas. For most areas of the system (windows), you begin by narrowing your selections by branch or territory. For example, when you a Suggested Purchase Order request, the system places the cursor in the Branch field first. In addition, all reports in the system require a branch or territory entry.
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:
|
|
only one territory |
enter the name or number that represents that territory. If you use territories on reports, see How Territories Work on Reports below. |
|
multiple territories |
Press F10 or click the Selection List button next to a branch field to display the Branch and Territory Selection window. Select multiple territories by holding down the Ctrl key as you click each branch or territory, and then click OK. The branches included in the territory are selected accordingly. |
|
all branches and territories |
enter All. |
You enter territories the same as entering branches. Reports extract data for only the specified branches or territories. If you use Territory Maintenance to adjust what branches or territories are included in the territory, the system adjusts to use the new parameters.
For example, your territory NETERR (North Eastern Territory) contains two branches and one territory. During your second quarter of business, you acquire a branch which should be included in the NETERR. You open Territory Maintenance and add the new branch to the territory. The system adjusts for reports to include the new branch.
Important: If you scheduled reports prior to Release 8.7.2, you will need to cancel and reschedule those reports for this functionality to work correctly.