Audience:

Admin

Application:

Question:

When is Field Force product-to-Territory inheritance Triggered in Veeva Align?

When are the Source=inheritance Territory Products created, updated or end dated?

Answer:

When Field Force Product Inheritance is set to Territories Inherit Field Force Products in the relevant Align Settings record, Source=inheritance Territory Products are created/end-dated in the following scenarios:

1. The user inserts a new Territory and assigns it to a Field Force. The Territory automatically inherits its Field Force's current and future Field Force Product assignments.
2. The user assigns an existing Territory to a Field Force. The Territory Products that the Territory inherited from its old Field Force (if any) are automatically end-dated and it automatically inherits its new Field Force's current and future Field Force Product assignments.
3. The user removes a Territory from its Field Force. The Territory Products that the Territory inherited from its old Field Force (if any) are automatically end-dated.

Additional Resources:

Align Help Documentation: 

• My Setup Products
• Product