Oracle Oracle Territory Management, Implementation Manual

Page: 84 / 98

Creating Territory Groups
6-8 Oracle Territory Management Implementation Guide
Details for the selected named account appear.
4.
Enter a rank for the territory group. This is the rank of the territory group catch
all.
5.
Enter a start date for the territory to be active.
6.
Optionally, enter an end date after which the territory group becomes inactive.
7.
Click
Next.
The Define Role Access page appears.
8.
Perform the following steps to assign roles and define the access for each role in
the territory group.
a.
Use the LOV to select a role from CRM Resources.
b.
Select the access types for the role. Choices are account, lead, and
opportunity.
c.
If the role has lead or opportunity access time, then you can specify product
categories. Click the icon in the Product Category column.
The Select Product Categories page appears.
d.
If you are specifying product categories, then use the LOV to select a
product category.
e.
If you want to select additional product categories, then click Add Another
Row and repeat step d.
f.
When you have completed adding product categories to the role click
Apply.
The Define Role Access page appears.
g.
If you want to add additional roles, then click Add Another Row and
repeat from step a.
h.
Click Next.
The Setup Rules page appears.
9.
The territory group acts as a catch all territory for any transactions that match
the account name but do not fit the named accounts within the territory group.
Choose the resource from the LOV who owns the catch all records and
optionally enter the name of a workflow for catch all transactions.
10.
Click
Next.