Creating a Territory Match Rule
To create a territory match rule:
1. Click New Rule in the Territory Matching Rules screen.
2. Enter a name in the Rule Name field. Ensure that the rule name is readable and conveys the purpose of the territory match rule. For example "Zip Based Territories In United States".
3. Enter a description for the rule.
4. Enter the criteria for each rule using the combination of the Work Order field name, operator, and value. Ensure that the criteria are exclusive between each rule. Use the and buttons to add and remove conditions respectively. You can also use the Advanced Expression field to enter conditions such as (1 AND 2) OR 3. All available territory coverage attributes are displayed in the bottom section. Against each applicable coverage attribute, select the corresponding Work Order field to use. Leave the unused coverage attributes blank. For example, if North America uses Zip to define territory coverage, select the Zip field from Work Order and leave City, Country, and State blank.
5. Click Save.
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ServiceMax recommends that you adhere to a maximum limit of 1000 Territory Match rules. An error is displayed if you try to create more than 1000 rules.
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