Common data >  Customer relation >  CRM activity >  Market sector assignment  

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In addition to market sectors, the allocation function of market sectors is used to select BP ranges before launching the mass process of sales representative allocation.

Screen management

A single screen is used to restrict a BP population.

Entry screen

Presentation

In addition to the allocation criteria of market sectors, the user can limit the number of concerned BPs via the mass allocation process.

  • It is possible to enter a BP start and end range.
  • It is also possible to specify exceptions, i.e. overwrite/keep the sectors that have already been assigned to BPs, or overwrite/keep sales representatives already linked to BPs.

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Fields

The following fields are present on this tab :

Criteria

BP start range.

BP end range.

Assignment

  • Manual sector allocations (field MANASSSCT)

Parameter used to choose whether a sector that has been manually assigned to a BP will be overwritten or kept once the mass allocation process of market sectors has been launched.

  • Manual sales rep assignment (field MANASSREP)

Parameter used to choose whether a representative that has been manually assigned to a BP will be overwritten or kept once the mass allocation process of market sectors has been launched.

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Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation