Oracle Oracle Territory Management, Implementation Manual

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Implementation Task Sequence
Implementation Overview 3-3
Table 3–1 Phase I: Territory Planning
Step Description Type Performed By
Territory Planning Analyze the territory setup in your organization
before utilizing Territory Manager. You need
enterprise-wide cooperation and feedback.
You must expect to make multiple territory
revisions in the early months of operation as
your enterprise discovers omitted information
or territories that do not work on a day-to-day
basis.
On paper Implementation
Team
Table 3–2 Phase II: Setting Up Territories
Step Description Type Performed By
Enable Qualifiers Use qualifiers as the criteria to create a territory. Forms Implementor,
Territory
Administrator
Create Territories Create territories for a variety of transactions.
For example: account, lead, opportunity, and
service requests. Forms Implementor,
Territory
Administrator
Run Concurrent Program Run the concurrent program "Generate
Territory Packages" after creating or modifying
your territories.
This allows the system to compile the business
rules defined during territory creation. If this
step is not completed, the territories will not
work correctly.
Forms Implementor,
Territory
Administrator
Table 3–3 Phase III: Creating Named Account Territories (Optional, Sales only)
Step Description Type Performed By
Enable Qualifiers you must minimally enable CUSTOMER
NAME RANGE and POSTAL CODE qualifiers. Forms Implementor,
Territory
Administrator
Create a Parent Territory Create a territory to act as the parent for the
named account territories Forms Implementor,
Territory
Administrator