Phase I: Territory Planning; Phase Ii: Setting Up Territories; Phase Iii: Creating Named Account Territories; Phase Iv: Managing Territories - Oracle Territory Management Implementation Manual

Implementation Task Sequence

The process for named account territories requires territory administrators to run
the Generate Territory Packages concurrent program which automatically generates
the territories. These are visible from the Forms user interface in read only mode.
Territory Manager is implemented in the following four phases:

3.1.0.1 Phase I: Territory Planning

In Phase I, your implementation team analyzes business and organization needs
and plans territories accordingly.

3.1.0.2 Phase II: Setting Up Territories

In Phase II, the territory administrator starts the territory creation process for all
applications based on territory planning.

3.1.0.3 Phase III: Creating Named Account Territories

Phase III is optional. If you have sales territories and your planning includes the use
of named accounts, then the territory administrator and sales managers use the
self-service application to create named accounts and territory groups for sales.

3.1.0.4 Phase IV: Managing Territories

In Phase IV, the territory administrator manages territory changes, such as copying
an entire territory or mass change territory resources if needed. In addition, the
administrator can run territory reports to verify territory change information. See
the Oracle Territory Management User Guide for more information.
After updating existing territories, the Generate Territory Packages concurrent
program still needs to be run to generate the updated territories and named account
territories as well.
3.2 Implementation Task Sequence
3-2 Oracle Territory Management Implementation Guide
After territory creation or updates, your territory
Note:
administrator must run the Generate Territory Packages concurrent
program to generate the correct and updated territories before a
calling module can properly assign resources that are defined in
your territories.
The following table describes the order and process of implementing Oracle
Territory Management.