Project

General

Profile

Actions

Task #153

open

Territory Master and Employee Territory Assignment

Added by Dana Basheer 4 days ago. Updated 1 day ago.

Status:
Resolved
Priority:
High
Assignee:
Start date:
03/02/2026
Due date:
03/02/2026 (3 days late)
% Done:

0%

Estimated time:

Description

Territory Master

This module is used to create and manage territories by grouping multiple locations under a single territory name. Territories help organize operational areas and allow assigning employees to specific regions. Locations are selected from the Geography Master and mapped to the territory.

Table

territory_master

  • id (PK) INT AUTO_INCREMENT Unique territory ID
  • territory_name VARCHAR(100) Name of the territory (example: Cochin, Metros)
  • enterprise_id (FK) INT References enterprise_master.id
  • is_active BOOLEAN DEFAULT TRUE Territory active / inactive
  • created_at DATETIME Record created date
  • updated_at DATETIME Record updated date

territory_location_map

  • id (PK) INT AUTO_INCREMENT Unique ID
  • territory_id (FK) INT References territory_master.id
  • geog_id (FK) INT References locations_geography.geog_id
  • enterprise_id (FK) INT References enterprise_master.id
  • created_at DATETIME Record created date

Validations

  • Territory name required
  • At least one location must be selected
  • enterprise_id required (session based)

Duplicate

  • Prevent duplicate territory name within same enterprise

Location

  • Location must exist in locations_geography table
  • Only active locations allowed

Edit

Allow edit:

  • territory_name
  • is_active

Do NOT allow edit:

  • enterprise_id

Delete

  • Soft delete only
  • is_active = FALSE
  • Do not delete physically

Employee Territory Assignment

This module is used to assign one or more employees to a territory. This ensures employees are responsible for specific operational regions.

Table

territory_employee_map

  • id (PK) INT AUTO_INCREMENT Unique ID
  • territory_id (FK) INT References territory_master.id
  • employee_id (FK) INT References employee_master.id
  • enterprise_id (FK) INT References enterprise_master.id
  • assigned_at DATETIME Assignment date
  • is_active BOOLEAN DEFAULT TRUE Active / inactive

Validations

  • territory_id required
  • employee_id required
  • enterprise_id required

Duplicate

  • Prevent assigning same employee twice to same territory

Employee

  • employee_id must exist in employee_master
  • employee must belong to same enterprise

Territory

  • territory_id must exist
  • territory must be active

Edit

Allow edit:

  • is_active

Do NOT allow edit:

  • territory_id
  • employee_id

Delete

  • Soft delete only
  • is_active = FALSE
Actions #1

Updated by Dana Basheer 4 days ago

  • Description updated (diff)
Actions #2

Updated by Anjana K 4 days ago

  • Status changed from New to In Progress
Actions #3

Updated by Anjana K 1 day ago

  • Status changed from In Progress to Resolved
Actions

Also available in: Atom PDF