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Oracle Territory Management
Oracle Oracle Territory Management Manuals
Manuals and User Guides for Oracle Oracle Territory Management. We have
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Oracle Oracle Territory Management manual available for free PDF download: Implementation Manual
Oracle Oracle Territory Management Implementation Manual (98 pages)
Release 11i
Brand:
Oracle
| Category:
Software
| Size: 0.64 MB
Table of Contents
Table of Contents
3
Send Us Your Comments
7
Preface
9
Intended Audience
9
How to Use this Guide
9
Documentation Accessibility
10
Other Information Sources
10
Before You Begin
15
Do Not Use Database Tools to Modify Oracle Applications Data
15
About Oracle
16
Part I Getting Started
17
1 Introduction
19
The Oracle E-Business Suite
19
The Applications in the E-Business Suite
20
Oracle Territory Management Overview
23
Components
24
Named Accounts
24
Oracle Territory Management Features
24
New in this Release
25
2 Before You Begin
27
Related Documentation
27
Installation Verification
27
Create a Territory
27
Run Concurrent Programs
28
Test with a Lead
28
Oracle Territory Management Dependencies
29
Part II Implementing Oracle Territory Management
31
3 Implementation Overview
33
Process Description
33
Phase I: Territory Planning
34
Phase II: Setting up Territories
34
Phase III: Creating Named Account Territories
34
Phase IV: Managing Territories
34
Implementation Task Sequence
34
Multi-Org
36
4 Phase I: Territory Planning
37
Planning Your Territories
37
Sales Territory Planning Example
39
Step 1: What Business Objects Are We Assigning
41
Step 2: What Qualifiers Should We Use
41
Step 3: Territory Hierarchy - Define Date Effectivity and Number of Winners
42
Step 4: Territory Hierarchy - Define Catch Alls
43
Step 5: Territory Hierarchy - Placeholder Territories
44
Step 6: How to Implement Named Account Territories
44
Step 7: How to Implement Geographic Territories
45
Step 8: How to Support Overlays
46
Step 9: What Is an Appropriate Territory Hierarchy for Overlays
47
Step 10: What Rank Should each Territory Have
51
Step 11: Have You Met All Your Business Requirements
51
Leverage Territory Hierarchies and Inheritance
51
Leverage Territory Ranking and Number of Winners
52
Appropriate Choice of Qualifiers
52
Qualifier Rules
54
Migrating Territories
54
Sales Territory Qualifiers
54
Service Territory Qualifiers
56
5 Phase II: Setting up Territories
59
Overview of Creating Territories
59
Qualifiers
60
Transaction Qualifiers
60
Sample List of Seeded Transaction Qualifiers
60
Customer Name and Customer Name Range
61
Resource Qualifiers
62
Seeded Qualifiers
62
Territory Hierarchies
63
Territory Winning Rules
63
Enabling Existing Qualifiers
65
Creating Individual Territories
67
Entering Transaction Qualifiers
69
Entering Resource Qualifiers
71
Specifying Resources for a Territory
72
Adding Subterritories
74
Running Concurrent Programs
75
6 Phase III: Creating Named Account Territories
77
Overview of Creating Named Account Territories
77
Components of Self-Service Named Accounts
78
Ongoing Maintenance
78
Annual Maintenance
79
Territory Autogeneration Mechanics
79
Named Account Territory Process
80
Migrating from Existing Territories to Named Account Territories
81
Enabling Qualifiers
83
Creating a Parent Territory
83
Creating Territory Groups
83
Defining Named Account Rules
85
Assigning the Sales Team to Named Accounts
87
Running Concurrent Programs
88
Usage Implementation
90
Part III Post Implementation Tasks
91
7 Verify the Implementation
93
Verification Tasks
93
8 Troubleshooting
95
Tips for Fine-Tuning Territory Assignment Performance
95
If the Generate Territory Packages Fails
96
Frequently Asked Questions (Faqs) about Transaction Qualifiers
96
Diagnostic Reports
98
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