This chapter covers the following topics:
Before using the Oracle Territory Manager, your functional implementation team must analyze your business and organization needs. This step is key before implementing the application.
Based on planning decisions, the implementation team enables seeded matching attributes to be used in defining your territories.
The territory administrator then begins the territory creation process, according to the implementation.
If you implement named accounts for sales, then the administrator creates territories, selecting named accounts, and assigning them to the top level of sales management. Sales managers in turn assign the named accounts to the salespeople or sales managers who report to them. The next level of sales managers in turn assign named accounts to their directs.
After territories are manually created, you can search and view territory hierarchies. The territory administrator must run the Synchronize Territory Assignment Rules (STAR) concurrent program to generate territories before modules can assign resources defined in your territories.
Oracle Territory Manager is implemented in the following four phases:
Phase I: Territory Planning
In Phase I, your implementation team analyzes business and organization needs and plans territories accordingly.
Phase II: Setting Up Territories
In Phase II, the territory administrator starts the territory creation process based on territory planning. If you plan to implement sales territories, then you also need to set up the Territory Assignment Program per the steps provided in either the Oracle Sales Implementation Guide and the Oracle TeleSales Implementation Guide.
Phase III: Creating Named Account Territories
Phase III is optional. If you have sales territories and your planning includes the use of named accounts, then the territory administrator and sales managers use the self-service application to create named accounts and territories for sales.
Phase IV: Creating Geographic Territories
Phase IV is optional. If you have geographic sales territories, then the territory administrator and sales managers use the self-service application to create geographic territories for sales.
Phase V: Managing Territories
In Phase V, the territory administrator manages territory changes, such as copying or moving an entire territory in the hierarchy. In addition, the administrator can run territory reports to verify territory change information. See the Oracle Territory Manager User Guide for more information.
After updating existing territories, the Synchronize Territory Assignment Rules (STAR) concurrent program still needs to be run to generate territories for all usages.