Table 6–1 Seeded Concurrent Programs
Name
Generate Territory
Packages
Named Account
Territory Post
Processing
Prerequisites
None
Login
Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
Requests > Run to open the Submit a New Request window
Steps
Select Single Request.
1.
Click OK.
2.
In the Name LOV, select either Generate Territory Packages or Named Account
3.
Territory Post Processing.
Function
To create the territory rules or to
I
reflect the changes that you made to
territories. Otherwise, your
territories will not reflect the actual
changes and will not work correctly
when calling modules try to use the
Assignment Manager to assign
resources.
Builds the API that returns the
I
winning territories and resources
attached to the winning territories,
which are defined in territory setup.
Kicks off named account catchall
I
workflow processing
Refreshes territory administration
I
portals for Sales
Phase III: Creating Named Account Territories 6-13
Running Concurrent Programs
Frequency
As often as you need
to activate territory
changes, for example,
nightly
As often as you want
the numbers in the
catch all portlet
updated and
workflows run
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