Hello,
a customer wants to use territory management. However, I wouldn't start this discussion if there isn't some anomaly. Their sales business is more focused on the contact person than on the account. The account is merely for the finance department to send the invoice.
Each sales rep has its portfolio of contact persons and these contact persons can have a different address than their account. This customer wants to use the territory management functionality, but based on the address of the contact person. For instance, contact person A of account A is located in territory A and thus belongs to sales rep X and contact person B of account A is located in territory B and thus belongs to sales rep Y.
In the standard functionality, the address data of the account is taken to determine the territory. It's not an option to assign the sold-to role to the contact person as this will replicate it to ERP.
Any ideas?
Cheers