Sales Territory Assignments

[jdbusch]

I have a situation where I have to assign zip codes to reps and each zip code has a certain number of accounts in it.  The total accounts a rep can have is 650.  Each rep already has some zip codes already assigned to them and a difference amount identified.  Each zip code can only be assigned to one rep.  I have both the rep data and the available zip code data (does not include zips already assigned).

The desired output is a list of zip code assignments for each rep that gets them to the 650 number or very close to that number with all available zips being assigned, including those with 0 accounts, unless all available reps are at capacity.

[Colman_Hendershot · Accepted solution]

@jdbusch Took a stab at your problem. Unsure if this is what you're looking for, as I opted to assign zip codes/accounts chronologically (order in which they came), thus the last rep was left with less accounts. 

[jdbusch]

This works, thank you