Siebel Incentive Compensation Administration Guide > Sales Hierarchies >

Creating a Territory

In addition to creating a Sales Hierarchy and Sales Hierarchy Version, you must create territories for your hierarchy.

To create a territory

1. From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Territories.
2. In the Territories list, click New, and in the new record, enter a name for the territory.
3. In the Hierarchy field, click the select button, and in the Sales Hierarchies dialog box, select the hierarchy and click OK.
4. Complete the remaining fields.

   The following table describes the fields.

   Field	Comments
   Approved By	Manager who approved the new Sales Territory.
   Approved Date	Date that the manager approved the new Sales Territory.
   End Date	Date when the territory is no longer effective.
   Hierarchy	The sales hierarchy associated with the Territory.
   Name	Name of the new sales territory.
   Organization	The name of the organization that can access the sales hierarchy version. Automatically populated. You can change the default value.
   Rules Source	Territory from which the credit rules are copied.
   Start Date	Effective starting date for the new Sales Hierarchy. The start date is automatically populated. You can change the default value.
   Status	Predefined status options. When a version is created, the default status is In Progress. Other options include Submitted, Approved, and Rejected.
   Submitted Date	Date when the Territory was submitted for approval. Automatically populated.
   Submitted To	When the Status changes to Approved, this field is populated with the value of the administrator's direct manager in the position hierarchy.