Oracle Oracle Territory Management, Implementation Manual

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Specifying Resources for a Territory
5-14 Oracle Territory Management Implementation Guide
Double-click the territory in the Tree Navigator
Steps
1.
Use the LOV in the Name field to choose an appropriate qualifier name (such as
"Resource Type") for the territory.
2.
Use the LOV in the Operator field (such as "=") and Value field (such as
"Employee Resource") to make the appropriate selections.
3.
Click Save from the toolbar to save the resource qualifier information.
5.9 Specifying Resources for a Territory
Use the Resources tab to specify resource information in a territory. It is important
to use this tab because only territories that have resources attached to them can be
winning territories. Therefore, after a resource is added to a territory for the first
time, you must run the Generate Territory Packages concurrent program. Resources
assigned to territories in this tab can be any CRM resource defined in the Resource
Manager. They can be employees, salespeople, groups, teams, parties, partners, and
supplier contacts.
There are two ways to identify resources while defining a territory.
Manually Assign Resources: This is used if you know exactly which resources you
are going to assign to a territory. You do not need to use the Resource Qualifiers tab
to guide you for the resource selection. Instead, use the Resources tab to enter the
resource in the Name field. The resource type populates automatically.
Auto-Assign Resources: This is used if you do not know the resources that you
want to assign to a territory, or you may have a large pool of potential names.
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
Note:
The Next Value Set , and Mass Create Territories buttons,
as well as the Mode field are used only in territory templates.