Reps Sales in another Reps Area

Peter_Brunner — Thu, 03 Apr 2014 13:02:39 GMT

Hi all,

I need some Ideas on how to best handle or achieve and return the data which.

I have been trying to nut out a problem I have with Reps Customer Sales in another Reps Area.

Tables = Customer and Sales tried Join on CustomerNo and Suburbs but still not quite there

To give you a picture e.g.:

Rep number 102 has a Group of Customers, which have Office Addresses and the "Suburbs" of this Customers Group

set the Reps Area or Territory Boundary. from Customer Table

Now If any Sales Person makes a Sale into another Reps Customer Group into let say Rep 102 Area, "Suburb" he needs to be notified about this sale in his Area from another Customer. from Sales and Customer Table

I have attached a test File to help explain

any ideas will be a help

thanks

Best Regards Peter

Re: Reps Sales in another Reps Area

whiteline — Fri, 04 Apr 2014 06:23:46 GMT

Hi.

As a general solution you have to build another 'right' region dimension and map it properly to your data model.

Or you can simply create a calculated dimension with exclusion.

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Reps Sales in another Reps Area

Re: Reps Sales in another Reps Area