Product Territory Alignments

By default, product-territory alignments are inherited downstream in the product hierarchy. But Life Sciences Cloud also provides the Parent Territory Product Alignment admin setting that enables product territory alignments to be extended all the way up in the hierarchy to all parent territories.

Product-territory alignment in Life Sciences Cloud is determined through explicit (direct) alignment, parent-based inheritance, and explicit exclusion.

• Explicit alignment (direct alignment): A product is explicitly aligned to a specific territory. This means that the product is directly available in that territory, regardless of other hierarchy-based rules.
• Inherited from parent (parent alignment): A product is inherited from a parent territory. This means that it was aligned to a parent territory and is automatically made available to the child territory through inheritance.
• Directly excluded (exclusion): A product is explicitly excluded from a territory. This means that the product is unavailable for a child territory even when the parent territory is aligned to the product.

The final product alignment consisting of only non-excluded products—whether explicitly aligned to the territory or inherited from a parent—is available to users in that territory.

When you align products to territories, the system automatically creates Product Territory Availability records in the Queued status. An invocable action creates Product Territory Detailed Availability records for the queued Product Territory Availability records.

Note As an alternative to using the Admin Console for product-territory alignment, admins can import product-territory alignment data from an external system and run the Publish Draft Product Territory Alignments batch job. To learn more, see Create Product Territory Alignments in Bulk.

Here are the alignment types—Exclusion, Inclusion, and Territory and Subordinates Inclusion and the sharing rules.

Symbol	Meaning	Product Territory Availability Alignment Type
	Indicates that a territory isn't aligned to a product.	No Product Territory Availability record created
	Indicates that a territory is directly aligned to a product. If this territory is a child territory, it means that even if the parent territory isn't aligned to the product, the child territory still has access to it.	Inclusion
	Indicates that a territory is excluded from the alignment, even though its parent territory is aligned to the product.	Territory Exclusion
	Indicates that a territory is included, because one of its parent territories is aligned.	Inclusion (Inherited)
	Indicates that a territory, as well as its child territories, is aligned to a product.	Territory and Subordinates Inclusion

When you enable the Parent Territory Product Alignment admin settings, products assigned to a territory are automatically aligned with its parent territories as well, all the way up in the hierarchy. However, when you make changes to the admin setting, the new rules aren't applied retroactively to existing Product Territory Availability records.

• Align Products with or Exclude Products from Territories
  Configure precise and targeted product-territory alignments by using territory exclusions. When you exclude a child territory, it doesn’t inherit the product alignment of its parent territory record.
• Create Product Territory Alignments in Bulk
  Import multiple product records from external systems, align them with territories, and create detailed availability records by using the Publish Draft Product Territory Alignments batch job.
• Align Messages with or Exclude Messages from Territories
  To help users quickly and efficiently deliver key messages to healthcare providers, assign product messages to the territories that are aligned with a product.