Oracle Oracle Territory Management, Руководство по внедрению

Страница: 71 / 98

Entering Resource Qualifiers
Phase II: Setting Up Territories 5-13
5.8 Entering Resource Qualifiers
Optionally use the Resource Qualifiers tab to filter qualifying resources in a
territory if you don’t know exactly which resources you are going to use for a
territory. This aids in determining which resources you want to assign to the
territory during territory creation.
For example, use “Job Title = Manager” to help you identify resources with
manager title if you don’t know the exact names of those who have manager’s job
titles when defining a territory.
After the resource qualifiers are identified, you can click the Auto Assign Resources
button in the Resources tab to retrieve qualified resource names based on the
resource qualifiers.
Unlike transaction qualifiers, the availability of the resource qualifiers is not limited
by the usage and transaction types that you chose for a 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
Note:
Resource qualifiers are criteria that are used specifically for
resource selections while defining territories. They are not used in
determining which territory wins among competition for a
transaction. That is determined by the transaction qualifiers.
You do not need to enter this tab if you know exactly which
resources you want to use while creating your territory.