Oracle Territory Management Implementation Manual page 86

Defining Named Account Rules
Responsibility
Territory HTML Sales Administrator
Navigation
Territory Manager > Territories > Named Accounts
Steps
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
6-10 Oracle Territory Management Implementation Guide
Select the Territories tab.
Select the Named Accounts subtab.
Perform either a simple search or an advanced search.
A list of your named accounts appears.
In the Select column, select one named account to define.
In the Map column, click the Update Mapping icon to define assignment rules.
The Map page appears.
Enter a customer keyname. The keyname is the qualifier used to search for
accounts in the database that belong in the territory with the named account.
If you want to enter more than one keyname qualifier, then click Add New Row
and repeat step 6.
Enter a range of postal codes to further qualify the accounts that match the
keyname.
If you want to enter more than one postal code qualifier, then click Add New
Row and repeat step 8.
To prevent overlapping named account territories, ensure there are no conflicts
by performing the following steps:
Click Select All and click Show Conflicts.
a.
The Map page lists conflicting named accounts and their overlapping
qualifier rules.
If conflicts appear, then tighten or loosen the named account qualifier rules
b.
to avoid conflicts.
Return to the definition page.
c.
Click Apply.