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Scenario for Using Books to Manage Sales Territories

This scenario gives one example of how your company might use custom books. In this scenario, custom books are used to manage sales territories. You might use the custom books functionality differently, depending on your business model.

Your company organizes your accounts on a geographical basis and assigns groups of sales representatives to work with the accounts in each geographical area or territory. In addition, you might want to reassign sales representatives from one territory to another for various reasons. When such reassignments happen, you must realign the relationships between sales representatives and territories. Less frequently, an account relocates from one territory to another. When such a relocation happens, you must realign the relationships between accounts and territories. An example of configuring books, users, and accounts to support this scenario is given in Example of Using Books to Manage Sales Territories.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.