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