Oracle Territory Management Implementation Manual page 5

5 Phase II: Setting Up Territories
5.1 Overview of Creating Territories........................................................................................ 5-1
Qualifiers ................................................................................................................................ 5-2
5.2
5.2.1 Transaction Qualifiers ................................................................................................... 5-2
5.2.1.1
5.2.1.2
5.2.2 Resource Qualifiers ........................................................................................................ 5-4
5.2.3.1
5.3 Territory Hierarchies ............................................................................................................ 5-5
5.4 Territory Winning Rules ...................................................................................................... 5-5
Enabling Existing Qualifiers ................................................................................................ 5-7
5.5
5.6 Creating Individual Territories ........................................................................................... 5-9
5.7 Entering Transaction Qualifiers ........................................................................................ 5-11
Entering Resource Qualifiers............................................................................................. 5-13
5.8
5.9 Specifying Resources for a Territory ................................................................................ 5-14
5.10 Adding Subterritories ......................................................................................................... 5-16
Running Concurrent Programs ......................................................................................... 5-17
5.11
6 Phase III: Creating Named Account Territories
Overview of Creating Named Account Territories.......................................................... 6-1
6.1
6.1.1 Components of Self-Service Named Accounts .......................................................... 6-2
6.1.2 Ongoing Maintenance ................................................................................................... 6-2
Annual Maintenance ..................................................................................................... 6-3
6.1.3
6.1.4 Territory Autogeneration Mechanics .......................................................................... 6-3
6.2 Named Account Territory Process...................................................................................... 6-4
Migrating from Existing Territories to Named Account Territories ............................. 6-5
6.3
6.4 Enabling Qualifiers ............................................................................................................... 6-7
6.5 Creating a Parent Territory .................................................................................................. 6-7
6.6 Creating Territory Groups ................................................................................................... 6-7
6.7 Defining Named Account Rules ......................................................................................... 6-9
6.8 Assigning the Sales Team to Named Accounts .............................................................. 6-11
6.9 Running Concurrent Programs ......................................................................................... 6-12
6.10 Usage Implementation........................................................................................................ 6-14
Sample List of Seeded Transaction Qualifiers .................................................... 5-2
Customer Name and Customer Name Range, ................................................... 5-3
Seeded Qualifiers .................................................................................................... 5-4
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