Sage CRM has inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main entities. A territory can be defined geographically, by product area or by any other criteria.
One of our client came up with a requirement of reorganization of territories created in CRM. Well this can be done using Standard mechanism “Move Territory” provided in Sage CRM. For this we followed below steps.
- Login to Sage CRM.
- Go to Administration -> Users -> Security -> Move Territory.
- Selected the Source Territory and clicked on Next button.
- Selected the Target Territory and clicked on Next button.
Sometimes there are records in primary entities having blank territory which cause this functionality to throw an error and stops the entire process of territory movement. We searched for such records in database but didn’t found the same. So, we searched in CRM logs folder where we saw “ewareterritoryerrors” log file was generated. We checked that file and found below error.
“Territory 1630496512 in table Cases does not have a corresponding territory in the territory table”
We searched for the above territory id in Territories table and found that it does not exists in it. So, for such records we updated other territory id and performed Move Territory functionality again. And it worked successfully.
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