Defining Named Account Rules - Oracle Territory Management Implementation Manual

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Guidelines
The concurrent program Generate Territory Packages must be run for your territory
changes to be effective.

6.7 Defining Named Account Rules

You can use a range of account names and postal codes to ensure that any records
that fall within those ranges are treated as part of the territory group for the related
named account. Use this procedure to define the accounts that relate to a specific
named account.
Prerequisites
At least one territory group exists with a named account.
Login
Log in to Oracle HTML Applications.
The Assign Sales Management page appears.
Choose the name, group, and role for the top of the sales management
hierarchy for this territory group. That manager in turn can assign accounts to
sales organizations or salespeople in his sales hierarchy.
Click Next.
The Add Organizations page appears.
Perform a search of the organizations to find the organizations you want to add
to the territory group.
The organizations that match your search criteria appear on the page.
In the Select column, select each organization to be added to the territory.
Click Add to Territory Group.
The selected organizations appear in the territory group list at the bottom of the
page.
Click Finish.
The Territory Group page displays the list of territory groups and the number
of named accounts in each territory group reflects the changes you made. The
organizations you selected become named accounts.
Defining Named Account Rules
Phase III: Creating Named Account Territories 6-9