Implementation Overview; Process Description - Oracle Territory Management Implementation Manual

Oracle strongly recommends that you implementOracle Territory Management in
the order listed.
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3.1 Process Description

Before using the Oracle Territory Management, your functional implementation
team must analyze your business and organization needs. This step is key before
implementing the Territory Manager.
The implementation team enables seeded qualifiers used in your territories based
on the planning decisions.
The territory administrator then begins the territory creation process, according to
the implementation.
If you implement named accounts for sales, then the administrator creates territory
groups, selecting named accounts, and assigning them to the top level of sales
management. Sales managers in turn assign the named accounts to the salespeople
or sales managers who report to them. The next level of sales managers in turn
assign named accounts to their directs.
After territories are manually created, you can search and view territory hierarchies
through either the Administration menu or the Navigator tree. The territory
administrator must run the "Generate Territory Packages" concurrent program to
generate territories before calling modules assign resources defined in your
territories.
Section 3.1, "Process Description"
Section 3.2, "Implementation Task Sequence"
Section 3.3, "Multi-Org"

Implementation Overview

Implementation Overview 3-1
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