Multi-Org - Oracle Territory Management Implementation Manual

Multi-Org

Table 3–3 Phase III: Creating Named Account Territories (Optional, Sales only)
Step
Create Territory Groups
and Named Accounts
Assign Named Accounts to
Salespeople
Run Concurrent Program
Table 3–4 Phase IV: Managing Territories
Step
Copy an Entire Territory
Run Territory Reports
3.3 Multi-Org
You are not required to set up territories by Operating Unit (OU) in a multi-org
(MO) environment. You can create a World-Wide territory hierarchy by picking one
OU and then creating all your territory definitions (for all countries) under that OU.
This way your World-Wide hierarchy is visible under that single OU. This means
you can create a single responsibility for that OU for your territory administrators.
The only reason you may want to define territories in separate OUs is if you are
concerned about security and do not want users from different OUs to access one
another's territory definitions.
The actual territory assignment is across all OUs. When you assign a transaction
object, such as an Account, it looks at all territories: it does not care about the OU
for the territory, only that it matches the territory qualifier values.
3-4 Oracle Territory Management Implementation Guide
Description
Create territory groups and assign resources
and named accounts to the territory groups.
Sales managers assign named accounts to their
direct reports
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
Use to copy an entire territory hierarchy with or
without resources, or copy a territory with
resources that you are copying from.
Run reports to track your selections and
changes.
Type Performed By
HTML Implementor,
Territory
Administrator
HTML Sales Managers
Forms Implementor,
Territory
Administrator
Type Performed By
Forms Implementor,
Territory
Administrator
Forms or Implementor,
HTML Territory
Administrator