Oracle Oracle Territory Management, Implementation Manual

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Enabling Existing Qualifiers
5-8 Oracle Territory Management Implementation Guide
Login
(Forms) Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
(Forms) Territory Manager > Territory Administration to open the Navigator
window
Steps
1.
Select Administration from the drop down menu and choose Setup Qualifiers .
The Setup Qualifier window opens.
2.
Select the Usage drop-down list.
The Select Usage window opens.
3.
Highlight your selection and click OK.
The Setup Qualifier window opens and the Usage Field is populated with your
selection.
4.
Select Find .
You can also select appropriate qualifier status (Enabled, Disabled or All) before
finding them. Note that all resource qualifiers are not listed here.
5.
Select (or deselect) the targeted qualifiers and select Update Qualifiers.
Guidelines
For service territory even if Account transaction qualifiers are enabled, you won’t
be able to see Account from the Transaction Type LOV. The Account transaction
type is used as subsets of Task or Service Request (usage). This forces you to tie
account qualifiers to either Task or Service Request.
The “Service Request and Task” transaction type means tasks are created through a
service request. If it is a stand-alone task, use the “Task” transaction type instead.