Assigning Territories
The Territories window lets you assign a territory to an employee or business partner and to enter the qualifier values for the territory qualifier(s) you selected in the Territory Types window.
Prerequisites
Territory Types must be entered.
1. From the Navigator, Choose Setup -> Sales Organization -> Territories -> Territory to open the Territories window.
Depending upon your user responsibility, setting the territory selections might be listed under the Setup/Organization option in the Navigator.
2. Enter the territory type in the Type field.
Oracle Sales and Marketing fills in the Group, Rank, Access, and Roll Up fields with the values you entered in the Territory Groups and Territory Types windows and displays the list of territory qualifiers in the Qualifier column.
3. Enter a descriptive name for the territory in the Name field.
4. Enter the name of the person assigned to this territory in the Employee field.
If you want to assign the territory to a business partner, enter the name of the business in the Partner field and their account number in the Account Code field.
Attention: You cannot enter both an employee and a partner. If you enter a partner, they must be an established account in Oracle Sales and Marketing and must be defined as a sales partner on the Sales Force window.
5. The Team Leader check box allows full read and write capability over all lead, account, and contact records assigned to this territory. Although you may have more than one Team Leader within your sales team, consider that read/write access is a powerful capability, and use it with discretion. Each sales team should have at least one team leader.
6. Enter the start date this territory will become effective in the Effective field.
The start date is required for all except roll up territories. If you enter an end date, the territory is not activated until that date.
7. Enter an end date if you only want the territory to be active for a set period of time.
8. Check the Value List check box if you want the qualifier values to appear in the Value List column next to the Name column.
Suggestion: This feature is useful if you have more than one territory qualifier for a territory and you want to see all the values listed together. However, it slows down system response time, so use it only after you have entered all the values.
9. Choose Save on the toolbar to add the territory to the database.
1. Select one of the territory qualifiers listed in the Name column.
2. Enter the qualifier values in the Values region.
The fields in which you enter values depend on the territory qualifier. For example, if the territory qualifier is State, enter the state name in the Primary Value field. If the territory qualifier is Postal Code Range, enter the first number of the range in the Primary Value field and the last number of the range in the Secondary Value field. If the territory qualifier is Contact Interest, enter the contact interest type in the Interest Type field and, if you choose, the primary interest code and secondary interest code in the Primary Value and Secondary Value fields, respectively. If you are using a roll up territory as a qualifier value, enter the name of the roll up territory in the Primary Value field. Oracle Sales and Marketing highlights the fields you need to enter values in, based on the selected qualifier.
3. Choose Save on the toolbar to add the values to the database.
To assign a territory: