User ManualTable of ContentsContents3Send Us Your Comments7Preface9Intended Audience9How To Use This Guide9Documentation Accessibility10Other Information Sources10Do Not Use Database Tools to Modify Oracle Applications Data15About Oracle16Part I Getting Started171 Introduction191.1 The Oracle E-Business Suite191.1.1 The Applications in the E-Business Suite201.2 Oracle Territory Management Overview231.2.1 Components241.2.2 Named Accounts241.2.3 Oracle Territory Management Features241.3 New in this Release252 Before You Begin272.1 Related Documentation272.2 Installation Verification272.2.1 Create a Territory272.2.2 Run Concurrent Programs282.2.3 Test with a Lead282.3 Oracle Territory Management Dependencies29Part II Implementing Oracle Territory Management313 Implementation Overview333.1 Process Description333.1.0.1 Phase I: Territory Planning343.1.0.2 Phase II: Setting Up Territories343.1.0.3 Phase III: Creating Named Account Territories343.1.0.4 Phase IV: Managing Territories343.2 Implementation Task Sequence343.3 Multi-Org364 Phase I: Territory Planning374.1 Planning Your Territories374.2 Sales Territory Planning Example394.2.1 Step 1: What business objects are we assigning?414.2.2 Step 2: What qualifiers should we use?414.2.3 Step 3: Territory hierarchy - Define date effectivity and number of winners424.2.4 Step 4: Territory hierarchy – Define Catch Alls434.2.5 Step 5: Territory hierarchy – Placeholder territories444.2.6 Step 6: How to implement named account territories444.2.7 Step 7: How to implement geographic territories454.2.8 Step 8: How to support overlays464.2.9 Step 9: What is an appropriate territory hierarchy for overlays?474.2.10 Step 10: What rank should each territory have?514.2.11 Step 11: Have you met all your business requirements?514.2.12 Leverage Territory Hierarchies and Inheritance514.2.13 Leverage Territory Ranking and Number of Winners524.2.14 Appropriate Choice of Qualifiers524.2.15 Qualifier Rules544.2.16 Migrating Territories544.3 Sales Territory Qualifiers544.4 Service Territory Qualifiers565 Phase II: Setting Up Territories595.1 Overview of Creating Territories595.2 Qualifiers605.2.1 Transaction Qualifiers605.2.1.1 Sample List of Seeded Transaction Qualifiers605.2.1.2 Customer Name and Customer Name Range,615.2.2 Resource Qualifiers625.2.3.1 Seeded Qualifiers625.3 Territory Hierarchies635.4 Territory Winning Rules635.5 Enabling Existing Qualifiers655.6 Creating Individual Territories675.7 Entering Transaction Qualifiers695.8 Entering Resource Qualifiers715.9 Specifying Resources for a Territory725.10 Adding Subterritories745.11 Running Concurrent Programs756 Phase III: Creating Named Account Territories776.1 Overview of Creating Named Account Territories776.1.1 Components of Self-Service Named Accounts786.1.2 Ongoing Maintenance786.1.3 Annual Maintenance796.1.4 Territory Autogeneration Mechanics796.2 Named Account Territory Process806.3 Migrating from Existing Territories to Named Account Territories816.4 Enabling Qualifiers836.5 Creating a Parent Territory836.6 Creating Territory Groups836.7 Defining Named Account Rules856.8 Assigning the Sales Team to Named Accounts876.9 Running Concurrent Programs886.10 Usage Implementation90Part III Post Implementation Tasks917 Verify the Implementation937.1 Verification Tasks938 Troubleshooting958.1 Tips for Fine-tuning Territory Assignment Performance958.2 If the Generate Territory Packages Fails968.3 Frequently Asked Questions (FAQs) about Transaction Qualifiers968.4 Diagnostic Reports98Size: 622 KBPages: 98Language: EnglishOpen manual