you've reassigned accounts to a new sales person, then you've probably
dealt with the Territory Realignment tool in the Administrator of Infor
First, some basics. There are different ways to reassign Accounts:
- By Owner - in which case all Accounts owned by a certain person will be reassigned to another person
- By Account Manager - which lets you reassign all Accounts based on Account Manager
- By Custom Group - this lets you reassign Accounts based on a set of conditions that are defined in a query(a.k.a group)
When a sales rep leaves, usually options one or two are best suited
for reassigning everything that was associated with the rep. However,
when parts of a rep's Account list are being reassigned, a more
sophisticated query is necessary. This is when option three is very
useful. All the necessary conditions can be built into an Account group.
And then this group may be used in the drop down "Based on custom
group" to feed that same set of Accounts to the realignment process.
An interesting problem comes up here: When realigning by "group", it
is possible that the rules to pick out Accounts are just too
complicated, so one might want to pick and choose the records manually.
You’d think that creating an Ad-Hoc group of accounts would solve the
problem. Unfortunately, such Ad-Hoc groups don’t work with the
But, there must be a way!
First, select the necessary accounts and add them to an "Ad-Hoc" group.
Call the group "Realign AdHocGroup". Next, create a new (non Ad-Hoc)
group. Name the group "RealignGroup”. This group will feed off the
Ad-Hoc group we created above. Add a condition to this group in the
The "Value is" field should contain the query below: (SELECT ENTITYID
FROM ADHOCGROUP A INNER JOIN PLUGIN B ON A.GROUPID=B.PLUGINID WHERE
Once this group is defined, it will be available for selection in the
Territory Realignment tool. Now you may proceed with realigning the
selected accounts to the necessary person. Voila! Poblem solved.