Entering Transaction Qualifiers
Prerequisites
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Responsibility
CRM Administrator
Navigation
Territory Manager > Territory Administration > Administration > Define Territory
Double-click the territory in the Tree Navigator
Steps
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5-12 Oracle Territory Management Implementation Guide
There must be a territory plan in place.
All the transaction qualifiers used in territory creation are enabled.
The territory overview information is saved
(Optional) If this territory is part of a hierarchy of territories, then in the
Transaction Qualifiers tab click Show Inherited Qualifiers to examine which
qualifiers this territory has inherited from its parent territory or territories.
In the Name field enter the qualifier name you are going to use in the
Transaction Qualifiers region. The transaction type populates automatically in
the Type field for the selected qualifier name.
If you have used a territory type to create this territory, then the qualifiers are
already prefilled.
If you want to enter overlapping values for a qualifier, then check the Overlap
Allowed check box.
Enter at least three letters to bring up the LOV in the Value From and Value To
fields. For example, enter "Bus" to launch the LOV starting with "Bus". If
wildcard "%" is used, then use it with letters, such as "B%%", or "%%%" to query
the list of values.
Click Save from the toolbar to save the transaction qualifier information.
The Next Value Set, and Mass Create Territories buttons,
Note:
as well as the Mode field are used only in territory templates.
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