Create, modify, and delete territory options

Tekla EPM
2021
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Create, modify, and delete territory options

In Territory Maintenance, you can add, modify, and delete territory options that are available for defining order information.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Order Entry > Territory Maintenance.
  3. In the Territories dialog box, do any of the following according to your needs:
    To Do this

    Create a new territory

    1. Click New.

    2. In the Territory field, type a name for the territory.

    3. In the Description field, type a description for the territory.

    4. Click Add to save the new territory and add it to the list.

    Modify a territory

    1. Select the territory that you want to modify.

    2. Modify the name and description of the territory according to your needs.

    3. Click Save to save the changes.

    Delete a territory

    1. Select the territory that you want to delete.

    2. Click Delete.

    3. To permanently delete the territory, click Yes in the confirmation dialog box.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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