Bookshelf v8.0: About Rules for Territory Management

To perform a territory alignment, you need to set up rules that map the territories to positions. You also need to set up rules to map territories to at least one of the following:

Table 5 lists the types of rules you can create for territory assignment if you are aligning territories by sales representative.

NOTE: Drop action examples are only applicable to minor alignments and intermediate alignments.

Table 5. Types of Rules for Assignment of Sales Representatives to Territories
Rule Type	Applies to...	This Type of Rule...	Examples
Direct rule	Contacts, accounts, and assets	Assigns one account, contact, or asset to one territory. NOTE: Direct rules are not supported for assignment of opportunities.	Add: Dr. Mike Adler is assigned to territory A102. Drop: City Hospital is removed from territory A102.
Indirect rule	Geography, geo zones, products, and industries	Assigns the accounts, contacts, assets, opportunities or a combination thereof in a given area (postal code or geo zone), for a given product, or for a given industry, to one territory. NOTE: Asset assignment for geo zones is not available unless you configure the application using Oracle's Siebel Tools.	Add: Assets in ZIP Code 07920 are assigned to territory A102. Drop: Accounts in geo zone 42 are removed from territory T85.
Position rule	Positions	Assigns one position to one territory.	Add: Assign position Sales Rep 3 to territory A102. Drop: Remove position Sales Rep 4 from territory A102.

NOTE: Drop examples are only applicable to minor and intermediate alignments.

Siebel Territory Management Guide		Copyright © 2008, Oracle. All rights reserved.