Entering Transaction Qualifiers
5-12
Oracle Territory Management Implementation Guide
Prerequisites
■
There must be a territory plan in place.
■
All the transaction qualifiers used in territory creation are enabled.
■
The territory overview information is saved
Login
Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
Territory Manager > Territory Administration > Administration > Define Territory
Double-click the territory in the Tree Navigator
Steps
1.
(Optional) If this territory is part of a hierarchy of territories, then in the
Transaction Qualifiers tab click
Show Inherited Qualifiers
to examine which
qualifiers this territory has inherited from its parent territory or territories.
2.
In the Name field enter the qualifier name you are going to use in the
Transaction Qualifiers region. The transaction type populates automatically in
the Type field for the selected qualifier name.
3.
If you have used a territory type to create this territory, then the qualifiers are
already prefilled.
4.
If you want to enter overlapping values for a qualifier, then check the
Overlap
Allowed
check box.
5.
Enter at least three letters 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.
6.
Click
Save
from the toolbar to save the transaction qualifier information.
Note:
The
Next Value Set
, and
Mass Create Territories
buttons,
as well as the Mode field are used only in territory templates.
Summary of Contents for Oracle Territory Management
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Page 26: ...New in this Release 1 8 Oracle Territory Management Implementation Guide ...
Page 30: ...Oracle Territory Management Dependencies 2 4 Oracle Territory Management Implementation Guide ...
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Page 58: ...Service Territory Qualifiers 4 22 Oracle Territory Management Implementation Guide ...
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Page 94: ...Verification Tasks 7 2 Oracle Territory Management Implementation Guide ...