7.5 Auto Import Territory Process

In this section we explain the the Auto Import Territory Data Process utilized for Territory Mapping

NOTE: The Auto Import Territory Data process replaces the Manual import process described in 1.0 thru 7.4 and requires Pivot Auto Extraction

Select Territory Management / Create Service Territories / Auto Import Territory Data

2. Data Selection -Data Filters are used to eliminate equipment from your data import that does not meet Workload Calculation.

Data Import Filtering Screen:

Last Service Meter collected (Default 18 Mt)
Last Meter Date (Default 18Mt.)
Contract Count Current (Equipment that is Under Service Contact)

2. Data Filter Page -Data Filters are used to eliminate equipment from your data import that does not meet Workload Calculation.

Data Import Filtering Screen:

Last Service Meter collected (Default 18 Mt)
Last Meter Date (Default 18Mt.)
Contract Count Current (Equipment that is Under Service Contact)

3. Data Import Filter Screen

a. Include in Data Import - These are the activity Dates that will be included in data upload (default 18 month)

Include All Devices with a Last Service Date Greater than the Selected Date
Include All Devices with a Last Meter Date Greater than the Selected Date

b. Import Devices that Contain a Current Equipment Contract (Recommended) By selecting Ignore, you will enable Pivot to import equipment regardless of Contract Status

4. Include or Exclude in Data Import - This selection allow the user to Include or Exclude Territories and/or Rep ID(s) from the Pivot Import

Important Note: Leaving the selections blank will permit all territories / Rep ID's present in the data to be imported (Recommended)

Include Territories - Include Devices Associated to Territory Names from the Territory Data Import
Include Tech ID. - Include Devices Associated to these Rep ID's from the Territory Data Import

5. Once Filters have been set, click the orange Click Here To Start Auto Import button

6. Territory Data Import Process will begin

7. Select Segments for any Highlighted Model Segmentations not identified by Pivot. Highlighted models will always be at the top of the Model Segmentation list.

NOTE: If no Equipment is highlighted, Select Next to skip to step 9

8. Choose correct machine segment for the dropdown

9. select Next button

10. Correct bad or missing Zip Codes and Suspect Meters

Note the amount of records missing zips or have suspect meters by selecting OK then Exporting Errors
Select Export Errors

11. Use the Validate all Zip Codes once corrections are made

12. After Zip Codes are Validated, click on the red Replace Suspect AMV... button to replace suspected meters

13. Next you will repeat these same steps for Color Data - Hit Ok

14. Click Ok to validate and load Color Data

15. Click on the red Replace Suspect AMV... button to replace suspected meters

16. Select Ok to proceed to Territory Mapping