Territories

Territories are optionally included in Customer records and are used with Accounts Receivable reports. They can be useful for filtering and categorizing data, assuming your company has multiple territories.

Territories are similar to dimensions but are not actual dimensions, so they work differently than dimensions.

For multi-entity companies

For top-level multi-entity companies that use multiple base currencies: You must assign the territory to a specific entity so that Intacct knows which base currency to use for that territory.

Territories are not a dimension, but they're listed under dimensions in the menu to make it easy to find them. They can be used in conjunction with dimensions.

To access territories, go to Accounts Receivable > Setup > More and select Add (circle) next to Territories to add a new territory, or select Territories, then select Edit or View to edit and view territory information.

About territories

Use the Territories list to see the territories in your company. You can sort and filter the territory list to see only the group of territories you want.

You can create a hierarchy of territories to reflect how territories are organized within your company. The hierarchy is established by defining parent and child relationships between territories. For example, your West Coast Division contains several territories including California, Nevada, and Utah. California contains Northern California and Southern California as child territories.

Customers and multi-entity company users can be assigned to territories for filtering and categorizing purposes.

Add a territory

1. Go to Accounts Receivable > Setup > More and select Add (circle) next to Territories.

2. Enter a territory ID and territory name.
3. Optionally, enter the following information:
• Parent territory
• Manager
4. Assign a status (such as active or inactive) to this territory. To assign a status, select the Status dropdown.

5. Select Save.

View a territory

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to view.

3. Select More actions > View at the end of the row.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to view.
3. Select View next to the Territory ID.

Edit a territory

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to update.

3. Select More actions > View at the end of the row.

4. Enter a territory ID and territory name.
5. Optionally, enter the following information:
• Parent territory
• Manager
6. Assign a status (such as active or inactive) to this territory. To assign a status, select the Status dropdown.

7. Select Save.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to update.
3. Select Edit next to the Territory ID.
4. Enter a territory ID and territory name.
5. Optionally, enter the following information:
• Parent territory
• Manager
6. Assign a status (such as active or inactive) to this territory. To assign a status, select the Status dropdown.

7. Select Save.

Reports that use territories

Not all AR reports can be filtered by territory. Because only customers are assigned to territories, only reports that include customers can include territory filtering or categorization. The following standard AR reports can include territories:

• AR Ledger
• Customer aging graph/report
• Customer list
• AR sales invoice analysis graph/report
• Register, sales

You can create custom reports that include a territories column using the Custom Report Writer. To create this report, make sure that the primary data source includes fields that use Customers, and the customers are assigned to territories.

When using a custom report, you can output the data to a graph. For example, you might output to a bar graph the number of customers assigned to each territory, with a different size and color of bar for the customer population in each region.

Reports can be saved in another format, such as a Word or Excel document, as well.

Subscription	Accounts Receivable
User type	Business
Permissions	Customers: List, View, and Edit

Subscription	Accounts Receivable
User type	Business user with admin privileges
Permissions

Delete a territory 

You delete territory records from the Territories list.

You can delete a territory if it hasn't been associated with a transaction or record. For example, if you create the territory New York and you have customers associated with the territory, you can no longer delete New York from the list of territories.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to delete.

3. Select More actions > Delete at the end of the row.

4. Select Delete to confirm.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to delete.

3. In the list page, find the dimension value, and select Delete.

   Depending on your user preferences, the system might prompt you to confirm the deletion.

Make a territory inactive

If you no longer use a territory that's been associated with customers, you can make that territory inactive so that you do not see it on any future customers. You will continue to see it in reports.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to deactivate.

3. Select More actions > Edit at the end of the row.

4. In the Status field, change the status to Inactive.

5. Select Save.

1. Go to Accounts Receivable > Setup > More > Territories.

2. Find the territory that you want to deactivate.
3. Select Edit next to the Territory ID.
4. In the Status field, change the status to Inactive.

5. Select Save.

Field descriptions

The following table describes each item on the Territory Information page:

Territory Information page field descriptions

Field	Note
Territory ID	ID code for the territory. After you enter and save an ID, you cannot change it.
Territory name	Name of the territory.
Parent territory	ID of the parent territory. Select a parent territory by selecting the dropdown to create a territory hierarchy. For example, the Denver Main Office is the parent territory. Durango, Colorado Springs, and Boulder are each a child territory. This field is required in the case of top-level multi-entity companies that also use multiple base currencies. Assign the territory to a specific entity so Intacct knows which base currency applies to this territory.
Manager	Name of the manager for the territory. Used for informational purposes only. Select the dropdown to select a manager from the list of employees. If no names appear in this list, you need to add them: Go to Reports > All > Dimension components > Dimensions and select Add (circle) next to Employees.
Status	Options: Active and Inactive. The default status is Active. However, if you are no longer using the territory and do not want it to appear on lists, choose Inactive. This option keeps the territory information in your system, and suppresses it from lists without deleting it. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it. If you want to see the inactive territory later, select the Include inactive checkbox in the list of territories. Don't see Include inactive on your page? The most common reason that you do not see this feature is that you're using a custom view. When you select a custom view, some options are hidden. Depending on the page you're on, the Include inactive, Include one-time use, Include private, and Display hierarchy options are not visible. For example, if you're viewing from a custom view, the Financial Reports list will not provide the Include inactive option. To see the options again, switch back to View All. See Custom views for more information. Can be made inactive even if the territory is referred to by an employee. Can be made inactive after any territory transaction is complete (meaning, the AP purchase invoice/AR sales invoice shows status "paid"). Cannot be made inactive if it is referred to by a child territory.