AR (Accounts Receivable) Products or Services sold from Receivables can be assigned territories for reporting purposes. Territories are managed in the Territory Maintenance window.


Access the Territory Maintenance window

From the Receivables module:

1. Navigate to the Maintenance menu.

2. Select 5. Territories. 

The Territory Maintenance window is displayed. 


Territory Maintenance window overview

Refer to the table below for an explanation of each of the key features of the Territory Maintenance window. 

FieldFunction
aCodeShort code for Territory
bDescriptionName of Territory
cAddCreate a new Territory.
Refer to Add a Territory.
dChangeEdit an existing Territory
eDeleteDelete an existing Territory
fEnquireView details of existing Territory
gFindOpens Search window to search for Territory
hMergeMerge two Territories together.
Refer to Merge a Territory
iPrintPrint a list of Territories
jSortChange sort order of list
kNext/PrevMove to next or previous page of list
lCancelClose the Territory Maintenance window