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Siebel Incentive Compensation Administration Guide > Sales Hierarchies >
Submitting a Territory for Approval
After you submit the sales hierarchy territory, it can be approved or rejected. Submitting the territory automatically submits assigned positions and crediting rules.
To submit a territory for approval
- From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Territories.
- In the Territories list, select the territory to be approved.
The territory record has a status of In Progress.
- In the Status field of the territory record, select Submitted from the drop-down list.
In the territory record, the Submitted To and Submitted Date fields are automatically completed. After a territory position or crediting rule is approved, it becomes read-only.
Submitting Multiple Territories for Approval
You can submit multiple territories in the sales hierarchy for approval.
To submit multiple territories for approval
- From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Territories.
- In the Territories list, perform one of the following steps:
- Select the first territory, press the SHIFT key, and then select another record to select a block of territories.
- Select the first territory, press the CTRL key and then click the next territory record to select multiple, nonconsecutive territories.
- Click the menu button, and choose Select All to select the territories in the list.
- In the Territories list, click the menu button and choose Change Records.
- In the Change Records dialog box, change the Status field from In Progress to Submitted.
This action submits the selected territories for approval.
Adding a New Territory Position After Approval
You can add a new position to an approved territory, however you must submit the newly added position for approval.
For more information, see Adding a Position to a Territory.
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Siebel Incentive Compensation Administration Guide Published: 18 April 2003 |