Oracle Oracle Territory Management, Implementation Manual

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Adding Subterritories
5-16 Oracle Territory Management Implementation Guide
For example, if the selected access type for John Walsh is Service Request, then
John can be assigned only to a job related to a service request, and he cannot be
assigned to a task or to a task created within a service request.
6.
Click Save from the toolbar to save the resource information.
5.10 Adding Subterritories
Use this procedure if your territory hierarchy includes territories under the current
territory.
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.
Click New Subterritory and repeat the territory creation procedure for the new
sub-territory.
Note:
Full Access: This check box is used only in Sales and
TeleSales. If this box is checked, the resource has full access to the
transaction type you specified in the Access Type field. For
example, if the access type is Lead, the resource can be assigned
only to Lead and Account. The resource cannot be assigned to an
Opportunity.