Setting up Territory Determination rules based on Z fields
In Territory Management , we can create rules for determination using the rule policy builder. The rules can be created based on standard attributes which would appear as drop or as F4 Help. But there are situations when we would need to add new Z -fields based on which new determination rules can be created. The process for creating Z fields for territory determination is as follows
- Go to spro ->Customer Relationship Management ->Master Data ->Territory Attributes->Maintain Territory Attributes. The new attributes could be added in BP ( Account) , PR ( Product) , SA ( Sales Area)
- To create a new attribute for determination in say in BP , select BP and press attributes and go to edit mode
- Create new entry by pressing the new entry button and the following screen is presented
Fill in the details , Condition Attribute Id , Description , Help Type , Data type and F4 Help . Remember to choose the Applicable operators. If Dropdown is selected as Help type , then choose the operator ‘=’.
- And save the attribute
- Now Implement the BADI CRM_TERRMAN_ATTRIB for additional attributes in Territory Management
- Some of the methods, that needs to be implemented are
IF_EX_CRM_TERRMAN_ATTRIB~FIELD_CHECK( ) -> This method is used for checking the value entered in the rule policy builder is valid or not.
IF_EX_CRM_TERRMAN_ATTRIB~GET_F4_HELP_CUSATTR( ) -> The value of help is retrieved using this method.
IF_EX_CRM_TERRMAN_ATTRIB~GET_CUSTOMER_ATTRVAL( ) -> This method provides all possible value of an attribute field.
- An easy way to test this setup is to create additional attributes and then put a breakpoint in BADI methods. Then try to create a new rule from WebUI. The breakpoints would be hit.