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United States Postal Codes and Territory Planning

게시 일자: Aug 4, 2023
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The United States POSTAL CODE (ZIP) container set works differently than other container sets in Territory Planning. The United States Postal Services uses ZIP codes to create distribution areas for mail. These distribution areas are then used to create shapes that you can assign using the Territory Planning application. We refer to these distribution areas as Boundary ZIPs in the application.

Not all of the ZIP codes represent distribution areas, there is a subset of ZIP codes that are specific points rather than areas. We refer these as Point ZIPs in the application, and they are a collection of Unique and Postal Office Box ZIP codes. The Point ZIPs are not visible in the application; however, they are associated to the distribution area that they are physically located in. If you need to reference the Point Zip assignments, there are multiple ways to extract them:
 

Area Level: You can use the Points and Boundary columns to see how many Point or Boundary ZIPs are assigned to an Area.
 
Container Level: The container level will show each Boundary ZIP in focus, you can use the Points column to see the number of Point ZIPs associated to each Boundary ZIP.
 
Export to CSV: We automatically add the Point ZIPs back in when using this feature at the Container Level. Point ZIPs will share the same assignment value as their related Boundary ZIP, and this relationship is shown through the Parent column. Boundary ZIPs will not have a Parent value.
 
Publish to Enterprise Territory Management: We automatically add the Point ZIPs back in when publishing to Enterprise Territory Management, so that your assignment rules are based off of a complete set of data. Point ZIPs are considered in Rule Simplification and Child Territory Creation operations as well.
 

Note: Point ZIPs are only extractable  from the United States POSTAL CODE container set and not the United States 3-DIGIT POSTAL CODE container set. Furthermore, Point ZIPs are not supported in Live Datasets and, therefore, cannot be extracted from Alignments created using Live Datasets.

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