Siebel Territory Management Guide > Activating and Maintaining Territory Alignments >

Generating Reporting Structures Based on Territory Hierarchy

This procedure is optional. Only perform it if you want to change the parent positions for the positions belonging to the divisions in the hierarchy. This option may or may not be the right course of action for your organization's needs. Typically, you would use it if you want your management structure to parallel the territory hierarchy.

Although this procedure can be performed any time after your hierarchy has been set up, typically you choose to perform it just before or just after an alignment becomes active. For example, you might generate reporting structures based on territory hierarchy immediately after the activation of a major alignment is completed and before employees log back into the application to review their new assignments.

The application sets the parent positions by using the primary position currently assigned to the parent territory. If Parent territory or primary position for parent territory does not exist, the application does not set the parent position.

NOTE:  Activation of new alignments may expire existing position rules from the Territory. But the primary position of the Territory will not be updated to the position in the active position rule. You have to set manually the primary position of the territory to the position in the active position rule.

To generate a reporting structure based on territory hierarchy

  1. Make sure the position in the active position rule is the same as the primary position for each territory in the hierarchy:
    1. Navigate to the Territory management screen, Territories Administration view.
    2. Drill down on the Territory # field.

      Rules for that territory appear.

    3. Click the Positions tab under the Rules tab to display position rules.
    4. Make sure that the position listed in the active rule is the same as the Primary Position in the form above, if you want that position to be given the parent position specified in the rule.
    5. If there is more than one active position rule, one of the positions in these rules can be selected as the primary position of the territory.
  2. Generate the reporting hierarchy:
    1. Navigate to the Territory Management screen, Territory Explorer view.
    2. In the hierarchy pane, select a hierarchy.

      The Generate Reporting Hierarchy button becomes visible.

    3. Click Generate Reporting Hierarchy.

      NOTE:  You can also generate the reporting hierarchy structure for selected territory nodes by using the Update Reporting Hierarchy button on the Hierarchies List, Territory Nodes view.

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