Entering Transaction Qualifiers - Oracle Territory Management Implementation Manual

If task transaction type is selected in a service territory (Service usage), then you can
only see the task related transaction qualifiers, such as task type, status, and priority
shown in the Transaction Qualifier name list of values.
Therefore, territory usage limits the selection for transaction types, and the selection
of transaction qualifiers is based on the selected transaction types.
Territory Winning Rules
Oracle Territory Management uses the Number of Winners field (only set at the top
level of a territory hierarchy, such as the top-level territory directly under Oracle
Service) to determine the number of winning territories. This field is protected if it
is not the top-level territory and an error message appears if you attempt to enter a
value when it is not appropriate.
Rank is used to specify the priority of a territory among multiple winners. The
choice is only random if no rank has been defined. The lowest rank of competing
territories wins at the same level in the hierarchy. For example, for rank 1 to 10 for
the same hierarchy level, rank 1 has the highest priority.

5.7 Entering Transaction Qualifiers

Use the Transaction Qualifiers tab to enter transaction qualifier names and their
values based on the transaction types selected in the Overview tab.
Transaction qualifiers are criteria used to determine the winning territory (the
territories win among competitive territories). This is the first major decision point
when the Assignment Manager tries to assign resources to a task.
Transaction qualifiers serve as the "if" clause. If an object qualifies for a territory,
then the resource assigned to the qualified territory will be selected for a transaction
(a service request, or task). For example, use area code, postal code, company name,
or opportunity channel as the criteria for a transaction to determine winning
territories first. Then the resources assigned to the winning territories can be
assigned for the transaction.
Opportunity and Lead are considered a superset of the
Note:
Account qualifiers. Therefore, the account-related transaction
qualifiers, such as Postal Code and State, are available even if the
account transaction type is not selected by Oracle Sales and
TeleSales.
Entering Transaction Qualifiers
Phase II: Setting Up Territories 5-11