Qualifiers; Transaction Qualifiers; Sample List Of Seeded Transaction Qualifiers - Oracle Territory Management Implementation Manual

Qualifiers

5.2 Qualifiers
There are two types of qualifiers that help define a territory: Transaction Qualifiers
and Resource Qualifiers. A qualifier also consists of three components: name,
operator, and value. The following table describes each component:
Table 5–1 Qualifier Components
Components
Name
Operator
Value

5.2.1 Transaction Qualifiers

Transaction Qualifiers are used to specify the criteria about how the territory
module assigns resources to transactions. It is the first key decision point when
Assignment Manager tries to assign resources to a document or a task.
For example, use area code, postal code, company name, or opportunity channel as
the criteria to help assign qualified resources for transaction needs.
Different territory usages, like Oracle Sales or Service, use different sets of
transaction qualifiers and those transaction qualifiers are grouped by transaction
type. For example, a sales or telesales territory has three predefined transaction
types: Account, Lead, and Opportunity. Some examples of transaction qualifiers
within the Account Transaction Type are company name, area code, and postal
code. Opportunity channel is one transaction qualifier for the Opportunity
Transaction Type.

5.2.1.1 Sample List of Seeded Transaction Qualifiers

Territory Manager includes seeded qualifiers for the following CRM modules:
5-2 Oracle Territory Management Implementation Guide
Description
The name of the qualifier. It can be postal code, item, task priority, request
status, job title, or others.
Use operator to connect a qualifier name and its values to make a qualifier
meaningful. The operator's list of values (LOV) depends on the data type
of the qualifier. Possible values are =, < >, >, <, >=, <=, Like and Between.
The default value for this field is "=".
The selection from the LOV in this field is based on the selected qualifier.
For example, the LOV for the request status qualifier can be Open or
Closed. If the qualifier is area code, then manually enter this field, for
example, 408, 415, and so on.
You must enable transaction qualifiers before using them.
Note: