Oracle Territory Management Implementation Manual page 97

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8.3.2 How to Find Possible Transaction Qualifier's Values?
Answer: In the Transaction Qualifiers tab, you must enter at least three letters in
order to bring up the LOV in the Value From and Value To fields. For example, enter
"Bus" to launch the LOV starting with "Bus". If wildcard "%" is used, then use it
with letters, such as "B%%", or "%%%" to query the list of values.
8.3.3 What is Customer Name Range Transaction Qualifier?
Answer: Customer Name Range is used to group similar customer names. It allows
you to define access based on pre-defined customer names.
8.3.4 What Is the Difference Between the Following Service Transaction Types?
Service Request: This transaction type allows you to define access for account and
service request related transaction qualifiers. It limits the transaction access to a
service request only.
For example, a territory is defined with appropriate rank information and has
Service Request transaction type identified. That territory can be a winning territory
among other competitive territories only if it is for a service request transaction, but
not a task or a task associated with a service request transaction.
Task: This type allows you to define access for account and task related transaction
qualifiers. It limits the transaction access to a task only, not a task created within a
service request.
Log in with the CRM Administrator responsibility.
Select Territory Manager > Territory Administration to open the Navigator
window.
Select Setup Qualifiers from the Administration pull-down menu.
The Setup Qualifier window opens.
Select the type of Usage. In the status area select All, then click Find.
The Setup Qualifier window opens with the seeded transaction qualifiers that
match the selected usage information including a description, transaction type,
and an organization.
Select different Usage to find other seeded transaction qualifiers if necessary
Frequently Asked Questions (FAQs) about Transaction Qualifiers
Troubleshooting 8-3