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CRM Query:Territory Creation Query

Posted: Mon Feb 04, 2008 4:03 am
by nikkysri
Dear All,

Please help in resolving the following CRM Query.

Module :Field Service
Resp : CRM Administrator

Query : Unable to create Territories (in Fresh Instance )when trying to create from CRM Administrator Navigation : Territory Manager>Territory Admin.

Generally in vision 7 Territories would flow from which we can we can select Oracle Service folder and create a new Territory.The same is not reflecting in Prod .Please help

Rgds,
Nikkysri

Posted: Tue Feb 05, 2008 12:52 pm
by avipax
Hi,

Go to Sys Admin, in profile options, open MO%Security, at MO Top Operating Unit, you need to remove Vision Operations at the site level and enter your own so that you will have all the 7 territories in your fresh instance.

Posted: Wed Feb 06, 2008 1:29 am
by nikkysri
Thanks for the input sir however as the same is being done in Fresh Instance..Vision Operations /Vision Corp wouldnt flow..and i have already set MO:SEC and MO: OPerating unit profile options accordingly at site level and responsibility level ..yet the problem persists


Rgds,
Nikkysri