Siebel Incentive Compensation Administration Guide > Sales Hierarchies > Creating a Territory >

Associating Territories with a Sales Hierarchy Version

You can associate a territory with the new sales hierarchy version, using the Sales Hierarchy Administration Explorer.

To associate a territory with a Sales Hierarchy Version

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Sales Hierarchy Admin Explorer.
  2. Expand the new Sales Hierarchy, and then click the Sales Hierarchy Versions folder.
  3. Expand the Sales Hierarchy Versions folder, and then select the Territories folder.
  4. In the Territories list, click New.

    5. Records created in the Territory folder reference the actual territory. A territory can be referenced many times in a sales hierarchy version, or in more than one sales hierarchy versions.

  5. In the new territory record, click the select button in the Territory field.
  6. In the Territories dialog box, select a territory and click OK.

    7. If the territory you wanted does not exist yet, you can create it by clicking New.

    Repeat Step 4 through Step 6 to select additional territories at the current level in the sales hierarchy version.

  7. In the Explorer, expand the new Territory, and then create the next-level territory in the sales hierarchy version.

    8. Repeat this step to create territories for each subsequent level of the hierarchy version. This method builds the sales hierarchy version in a top-down fashion.

Organizing Hierarchy Structure in a Hierarchy Version

You can also perform the following best practices procedure to build your sales hierarchy.

To build multiple territories into a hierarchy version

  1. From the application-level menu, choose View > Site Map > Incentive Compensation Sales Hierarchies Administration > Sales Hierarchy Admin Explorer.
  2. In the Explorer, expand the Sales Hierarchy folder.
  3. Expand the Sales Hierarchy Versions folder, and then click the Territories folder.
  4. Select each territory, and then choose the correct parent territory value.

    5. The figure that follows shows the Parent territory field in the Territory record.

    Click for full size image

    NOTE:  To refresh the new sales hierarchy structure in the Explorer view, collapse and then expand the Sales Hierarchy Version folder.


 Siebel Incentive Compensation Administration Guide 
 Published: 18 April 2003