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Territories

Program #: 1616

Module: System Administration

Overview

Use Territories (program #1616) to group branches together and assign a single territory ID to all branches contained in that territory. Territories contains a sublevel that contains three tabs for defining specific information for each territory, such as included zip codes or counties and included branches and subscriber types.

To access this program, select Territories (program #1616) from the main menu of SBN.

The Territories Window

The following graphic shows Territories. The upper pane displays previously defined territories.

Field/Column Descriptions

The following table describes the fields and columns used in the main window of Territories.

Field/Column	Description
Territories	Code that identifies the selected territory.
Dealer ID	Abbreviation that identifies the dealer associated with the territory.
Description	Text description of the selected territory.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Zooming into the Sublevel of Territories

Territories contains a sublevel with three tabs for defining a territory:

The Details tab - in which you define the zip codes and counties to include in the territory
The Branches tab - in which you define the branches to include in the territory
The Subscriber Types tab - in which you define subscriber types to include in the territory

The Details Tab

Use the Details tab to define the zip codes and counties to include in the selected territory. The following graphic shows the Details tab. The tab displays zip codes and counties previously included in the selected territory.

Field/Column Descriptions - Details Tab

The following table describes the fields and columns used in the Details tab.

Field/Column	Description
Zip Code	Identifies the zip code attached to the selected territory.
City	Identifies the city associated with the selected zip code. Use Zip Code Profiles (program #1718) to associate a city with a zip code.
Zip	Identifies the zip code to attach to the selected territory. (This menu originates from program #1718.) O If you intend to use option ba364, you should attach a zip code to only one territory.

The Branches Tab

Use the Branches tab to attach branches to a selected territory. The following graphic shows the Branches tab. The tab displays branches previously attached to the selected territory.

Field/Column Descriptions - Branches Tab

The following table describes the fields and columns used in the Branches tab.

Field/Column	Description
Branch	Identifies the branch attached to the selected territory.
Description	Text description of the selected branch.
Patrol Branch	If this column displays an X, the selected branch is a patrol branch.
Sales Branch	If this column displays an X, the selected branch is a sales branch.
Owner Branch	If this column displays an X, the selected branch is an owner branch.
Install Branch	If this column displays an X, the selected branch is an install branch.
Service Branch	If this column displays an X, the selected branch is a service branch.
Subscriber Type	Identifies the subscriber type associated with the selected branch. (This menu originates from program #1534.)

The Subscriber Types Tab

Use the Subscriber Types tab to attach subscriber types to a selected territory. The following graphic shows the Subscriber Types tab. The tab displays subscriber types previously attached to the selected territory.

Field/Column Descriptions - Subscriber Types Tab

The following table describes the fields and columns used in the Subscriber Types tab.

Field/Column	Description
Subscriber Type	Identifies the subscriber type attached to the selected territory.
Description	Text description of the selected subscriber type.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1616/ 1	Get record.
	Change	F2	1616/ 2	Change selected record.
	New	F3	1616/ 3	Create new record.
	Delete	SHIFT+F10	1616/ 4	Delete selected record.
	Undelete	ALT+F10	1616/ 5	Restore deleted record.
	Print	CTRL+F8	1616/ 6	Print selected records.
	Copy	SHIFT+F3	1616/ 999	Copy selected field.
	Zoom	F10	1616/ 999	Zoom in/out of sublevel.
	Previous	F4	1616/ 999	Select last record.
	Next	F5	1616/ 999	Select next record.