Restrict User’s Customers/Sales Order by Territory ―This setting restricts the user from seeing customers, sales orders and sales history that belong to a different territory than the one selected here. For customer access, the Territory value on the customer Billing Address and Order Defaults tab is used for determination.

Add Territory ― Allows the user to add new territories.

Edit Territory ― Allows the user to edit existing territories.

Delete Territory ― Allows the user to delete territories. You will be prevented from deleting territories that exist on open Sales orders.

Export Territory ― Allows the user to export the contents of the Territory grid to an external file.

Validate Territory Code ― When enabled the user can only use territory values for customers and sales orders that exist in the territory table. When this setting is enabled, while typing a value into a Territory field, the selection list will appear. If an invalid code was entered, exiting the field will clear the contents.

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.