Bookshelf Home | Contents | Index | PDF |
Siebel Territory Management Guide > Setting Up and Running Territory Alignments > About Territory Alignments: Major, Intermediate, and MinorThere are three types of territory alignment that you can run:
NOTE: Minor and intermediate alignments are available only for primary hierarchies. Only major alignments are available for non-primary hierarchies. You can activate minor and intermediate alignments only after at least one major alignment has been activated. You can activate alignments only for only for primary hierarchies. About Objects with Multiple Addresses and No AddressesPostal code and geo zone rules can assign accounts or contacts with multiple addresses to more than one territory. For example, if an account has two addresses that are in different ZIP Codes and the postal code rules assign these ZIP Codes to different territories, then sales representatives for both territories are assigned to the account team. Geo zone rules assign accounts and contacts only if they have addresses. If the account or contact has no address, then the geo zone rule does not consider them. In some cases this may cause alignment to fail because there is no contact or account data to process. |
Siebel Territory Management Guide | Copyright © 2008, Oracle. All rights reserved. | |