Annual Maintenance; Territory Autogeneration Mechanics - Oracle Territory Management Implementation Manual

Monthly Dun & Bradstreet uploads contain mergers and divestitures. Sales
organizations will either maintain their sales team assignments even through
corporate changes (requiring no named account territory maintenance), or change
sales team assignments to reflect the divestiture (requiring new sales team
assignments).
Territory administrators diagnose why transactions are falling into their named
account Catch Alls and fix the problem. Typical problems are:
I
I
Oracle Workflow can be used to automate the exception handling of both these
problems.
Occasionally, new named accounts are added or moved between divisions. These
changes are managed by territory administrators following each business's checks
and balances. Removing named accounts from a territory group immediately
unassigns the sales teams.

6.1.3 Annual Maintenance

Before the start of the new sales year, existing territory groups can easily be copied
and changes made for the new selling year by territory administrators.
Once active, named accounts can be distributed down the sales hierarchy in an
efficient and effective manner, making it possible to reduce territory set ups and
implementations to a minimum.
The bulk of named account definitions are created by territory administrators when
you first migrate to the new named account territories. After that, only new named
accounts require named account definitions. It is unlikely that your list of key
customers is going to change drastically from year to year, which again minimizes
your territory setup times.

6.1.4 Territory Autogeneration Mechanics

Territories are composed of qualifier rules and resources. Qualifier rules are derived
from centralized named account definitions: specifically customer name range and
postal qualifier rules. Resource assignments are derived from the self-service
assignments made by sales managers. Taking information from two user bases (e.g.,
An incorrect postal/zip code on a correct business name. The fix is to correct
the address.
A missing subsidiary of a named account. The fix is to add a named account to
a territory group and have it assigned or refine a named account definition to
include the new postal code.
Overview of Creating Named Account Territories
Phase III: Creating Named Account Territories 6-3