TheocBase/Test
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Check Out a Territory -
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Select the territory, that you want to assign to a publisher by clicking on it either in the map or in the territory list box. -
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Click the<img src="../images/territory_check_out_24x24.png" alt="" width="24" height="24" />button on the<strong>Assignments</strong>tab to add a new row in the assignments table. -
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Note: -
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If the territory is already assigned to someone, the current day is set as<strong>Checked back in</strong>date, and the territory is assigned to the same publisher again with the following day as<strong>Checked out</strong>date. -
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Click on the<strong>Publisher</strong>field in the new row to open the drop-down list of publishers and select the publisher to whom the territory should be assigned to. -
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7c7865a7bf62e3be617290332ceb8f5723002fb6
Enter the date in the<strong>Checked Out</strong>field when the territory has been checked out. -
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Check Back in -
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Select the row of the publisher in the territory assignments list box to whom the territory has been assigned to. -
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Enter the date in the<strong>Checked Back In</strong>field when the territory has been turned in. -
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When dates for the assignments are entered, a validation takes place to check for instance if date ranges of different assignments overlap. Invalid date ranges are marked with a red box. If the input cannot be recognized as a valid date, the text color is red and cannot be saved. -
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Remove an Assignment -
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7f4de400e0c101c30789328c7b2602756f915c25
Select the row in the territory assignments list box that you want to remove. -
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bc19d4f7f86c47621c7742537a8f6f091b9aec09
Click the<img src="../images/territory_discard_24x24.png" alt="" width="24" height="24" />button. -
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Find Territories Assigned to a Certain Publisher -
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Select<strong>Publisher</strong>in the<strong>Group by</strong>box. -
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The territory list box displays now the list of publishers who are assigned to a territory. Search for the name of the publisher and expand the corresponding node. -
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1989e11ed4707870a0ee8107a1efc957b3cd796e
Find Unassigned Territories -
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Expand the<strong>Not assigned</strong>item. -
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Territories - Addresses