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Prerequisites

   Territory Groups must be entered

   Appropriate Territory Qualifiers must be entered.

   To enter territory types:

1. From the Navigator, choose Setup -> Sales Organization -> Territories -> Type to open the Territory Types window.

Depending upon your user responsibility, setting the territory selections may be listed under the Setup/Organization option in the Navigator,

2. Check Roll Up and Enabled check boxes, if appropriate.

Check the Roll Up check box if you are defining a territory that you use as a qualifier to define other territories.

To ensure that you do not use a territory type, you can disable it by unchecking the Enabled check box. You cannot define a territory using a disabled territory type.

3. Enter the territory type and rank.

Type: (User definable). The name denoting the territory type.

Rank: Establishes an order of preference for a territory type compared to other territory types in the group. There are five predefined ranks: Very high, High, Moderate, Low, and Very Low.

4. Select the qualifier(s) you want to use to define this territory type, using the list of values.

Make sure the qualifiers you use are enabled. When you enter the territory qualifier, Oracle Sales and Marketing fills in the suggested access (Account, Lead, or Account and Lead) in the Access field and the qualifier description in the description field.

If you are using a roll up territory as one of your qualifiers, enter Territory Name in the Name field of the Qualifiers region.

Attention: Once territories are defined and assigned to a territory type, you cannot change or delete the territory qualifiers or delete the territory type.

5. Check the Overlap Allowed check box, if appropriate.

Overlap Allowed: Indicates whether qualifier values can overlap between territories of this type. For example, if values assigned to the qualifier Postal Code Range can overlap, then one value could be 94400 - 94410 and another value could be 94408 - 94420. If overlap is not allowed, Oracle Sales and Marketing does not let you assign a qualifier value to a territory if the value overlaps an existing value for a territory under the same type.