Oracle Oracle Territory Management, Руководство по внедрению

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Creating Individual Territories
Phase II: Setting Up Territories 5-9
5.6 Creating Individual Territories
You can create a stand-alone territory by entering territory qualifiers and their
values directly. You can also select the territory that serves as a parent to the new
territory and right-click to select New from the pop-up menu.
Prerequisites
■
There must be a territory plan in place.
■
All the transaction qualifiers used in territory creation are enabled.
Login
Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
Territory Manager > Territory Administration > Administration > Define Territory
Right-click the parent territory from the Tree Navigator and select New
Steps
1.
In the Overview tab, select an appropriate organization in the Organization
field if multiple organization (Multi-Org) is considered while creating
territories.
2.
Use the list of values (LOV) in the Usage field to select the type of application
that will use this territory. Your selection limits the types of qualifiers that can
be used in the territory definition.
Note:
When multiple organization is considered while creating
territories, use the Organization field to identify the appropriate
level for your territory creation. You can create territories at the top
organization level (Vision Corporations) or at a specific operating
unit level. For example, use the “MO: Operating Unit” profile
option to set at the responsibility level that the territory
administrator has logged in with.