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Error 'Service cannot be scheduled where primary territory member is not defined'

Julkaisupäivä: Oct 13, 2022
Kuvaus
Users may see the following error when they try to assign a Service Appointment to a Service Resource:

'Service can not be scheduled where Primary Territory Member is not defined'
 
This error will be encountered if there are no Service Territory Member records defined for the Service Resource. To resolve the issue please follow the steps below.
 

 
Ratkaisu


Resolve 'Primary Territory Member not defined' error

Note: If there is an existing Service Territory Member record and you still see the error please verify that the Territory Type is set to Primary and the Start Date is BEFORE the Service Appointment's Start Date.

 
1. Navigate to the Service Resource's detail page.
2. Click the New Service Territory Member button on the 'Service Territories' related list.
3. Select a Service Territory.
4. Set the 'Territory Type' to Primary.
5. Select a 'Start Date' prior to the Service Appointment's 'Start Date.'
6. Click the Save button.

After performing the steps above, you'll be able to assign the Service Appointment.
Knowledge-artikkelin numero

000382636

 
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Salesforce Help | Article