Oracle Territory Management Implementation Manual page 73

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Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
Territory Manager > Territory Administration > Administration > Define Territory
Double-click the territory in the Tree Navigator
Steps
If the Resource Qualifiers tab is not used (Manually Assign Resources): Use
1.
the list of values (LOV) to enter the resources in the Name fields if you know
exactly which resources used in this territory.
If the Resource Qualifiers tab is used (Auto-Assign Resources), then perform
2.
the following steps:
Click Auto Assign Resources if resource selection criteria are entered in the
a.
Resource Qualifiers tab.
The Qualifying Resources window displays a list of people that fit the
resource qualifier's values you have entered.
Select the people you want to assign to this territory by checking the Assign
b.
check box next to their names.
Click OK and return to the Resources tab.
c.
If no people or the wrong people are found, then go back to
Note:
the Resource Qualifiers tab and enter a different set of resource
qualifier values, or select resources manually in the Resources tab.
Check the Primary Contact check box next to the resource who becomes the
3.
primary contact for the territory.
For each resource you can add start and end dates to limit their participation.
4.
For each resource, select the transaction types you want them to access in the
5.
Access Type field.
Specifying Resources for a Territory
Phase II: Setting Up Territories 5-15