Oracle Oracle Territory Management, Руководство по внедрению

Страница: 83 / 98

Creating Territory Groups
Phase III: Creating Named Account Territories 6-7
6.4 Enabling Qualifiers
In order to implement named account territories you must minimally enable
CUSTOMER NAME RANGE and POSTAL CODE qualifiers. See
Section 5.5,
"Enabling Existing Qualifiers" for the procedure.
6.5 Creating a Parent Territory
A parent territory must exist before you can implement named account territories.
See
Section 5.6, "Creating Individual Territories" for the procedure for creating the
parent territory.
6.6 Creating Territory Groups
A territory group is a group of named accounts. You designate sales roles for each
territory group and define what access each sales role has to leads, opportunities, or
accounts. Use this procedure to create a territory group and designate specific
organizations as named accounts within the territory group.
Prerequisites
None
Login
Log in to Oracle HTML Applications.
Responsibility
Territory HTML Sales Administrator
Navigation
Territory Manager > Territories > Territory Group
Steps
1.
In the Territory Group page, click Create Named Account Territory Group.
The Create Territory Group page appears.
2.
Enter a name for the territory group.
3.
Select the parent territory from the LOV. This places the territory group into the
hierarchy of physical territories created in the Forms administration windows.