You created a Realignment Run but it is not deriving the Territories as expected.
Reproducing the Issue
Suppose you have a Realingment Run with the criteria:
If Country = US
Territory = XYZ
And that you have Account ID 123 with Country = US
When you go to:
- Customers WorkCentre;
- Accounts View;
- Open Account 123;
- Actions > Derive Territory.
- Territory is not set to X.
Please check the Rule Valid From attribute.
To solve this, avoid using the Operator Equal to for the Rule Valid From.
Rule engine has no context available and thus can not interpret "Rule Valid From", for the engine every column is just a value which
needs to be compared with the account's attribute or with today's date using the operator specified with the value.
Use the Operators Greater or Equal and Less or Equal.
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