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Example of Using Books to Manage Sales Territories

This topic gives an example of using custom books to manage sales territories. You might use the custom books functionality differently, depending on your business model. The example in this topic supports the scenario described in Scenario for Using Books to Manage Sales Territories.

To use books to manage sales territories

  1. Create or import the custom books that you want to represent your sales territories.

    For information about creating books, see Creating Books and Book Hierarchies. For information about importing books, see Book Fields: Import Preparation.

  2. Associate your sales representatives with the appropriate territory books.

    You can associate users with books directly in Oracle CRM On Demand, or you can import book user records. For information about associating users with books, see Associating Users with Books. For information about importing book user records, see Book User Fields: Import Preparation.

  3. Configure the Account record type in book mode.

    For information about configuring record ownership modes, see Configuring Record Ownership Modes.

  4. Import the necessary account book records to assign the appropriate territory books to the accounts.

    Use the start date on each account book record to specify the date when the assignment is to come into effect, that is, the date from which you want your sales representatives to have access to the account records in their territories. If you want, you can also specify the date when each book assignment is to end.

    For more information about importing book assignment records, see the following topics:

After you import the account book records and the book-assignment procedure activates the assignments on the specified start date, your sales representatives can access the records in their territories.

If sales representatives are reassigned from one territory to another, then you must realign the relationships between the sales representatives and the territories.

To realign the relationship between a sales representative and a territory

  • Update the user record for the sales representative, as follows:
    • If the sales representative is assigned to a new territory, then add the territory book to the user record.
    • If the sales representative is no longer assigned to a territory, then remove the book from the user record.

      You can update the user record directly in Oracle CRM On Demand, or you can import book user records. For information about associating users with books, see Associating Users with Books. For information about importing book user records, see Book User Fields: Import Preparation.

If accounts relocate from one territory to another, then you must realign the relationships between the accounts and the territories.

To realign the relationship between an account and a territory

  • Update the account record, as follows:
    • Add the new territory book to the account.
    • Remove the old territory book from the user record.

      You can update the account record directly in Oracle CRM On Demand, or you can import account book records. For information about assigning records to books, see Assigning Records to Books. For information about importing account book records, see Account Book Fields: Import Preparation.


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