Enabling Qualifiers; Creating A Parent Territory; Creating Territory Groups - Oracle Territory Management Implementation Manual

6.4 Enabling Qualifiers

In order to implement named account territories you must minimally enable
CUSTOMER NAME RANGE and POSTAL CODE qualifiers. See
"Enabling Existing Qualifiers"

6.5 Creating a Parent Territory

A parent territory must exist before you can implement named account territories.
See
parent territory.

6.6 Creating Territory Groups

A territory group is a group of named accounts. You designate sales roles for each
territory group and define what access each sales role has to leads, opportunities, or
accounts. Use this procedure to create a territory group and designate specific
organizations as named accounts within the territory group.
Prerequisites
None
Login
Log in to Oracle HTML Applications.
Responsibility
Territory HTML Sales Administrator
Navigation
Territory Manager > Territories > Territory Group
Steps
1.
2.
3.
Section 5.6, "Creating Individual Territories"
In the Territory Group page, click Create Named Account Territory Group.
The Create Territory Group page appears.
Enter a name for the territory group.
Select the parent territory from the LOV. This places the territory group into the
hierarchy of physical territories created in the Forms administration windows.
for the procedure.
for the procedure for creating the
Phase III: Creating Named Account Territories 6-7
Creating Territory Groups
Section 5.5,