Oracle Territory Management Implementation Manual page 35

Table 3–1 Phase I: Territory Planning
Step
Territory Planning
Table 3–2 Phase II: Setting Up Territories
Step
Enable Qualifiers
Create Territories
Run Concurrent Program
Table 3–3 Phase III: Creating Named Account Territories (Optional, Sales only)
Step
Enable Qualifiers
Create a Parent Territory
Description
Analyze the territory setup in your organization
before utilizing Territory Manager. You need
enterprise-wide cooperation and feedback.
You must expect to make multiple territory
revisions in the early months of operation as
your enterprise discovers omitted information
or territories that do not work on a day-to-day
basis.
Description
Use qualifiers as the criteria to create a territory.
Create territories for a variety of transactions.
For example: account, lead, opportunity, and
service requests.
Run the concurrent program "Generate
Territory Packages" after creating or modifying
your territories.
This allows the system to compile the business
rules defined during territory creation. If this
step is not completed, the territories will not
work correctly.
Description
you must minimally enable CUSTOMER
NAME RANGE and POSTAL CODE qualifiers.
Create a territory to act as the parent for the
named account territories
Implementation Task Sequence
Type Performed By
On paper Implementation
Team
Type Performed By
Forms Implementor,
Territory
Administrator
Forms Implementor,
Territory
Administrator
Forms Implementor,
Territory
Administrator
Type Performed By
Forms Implementor,
Territory
Administrator
Forms Implementor,
Territory
Administrator
Implementation Overview 3-3