Glossary

Alignment
The sales manager rebalances sales territories according to a goal and a quota component. An alignment is composed of a set of proposed territories and quotas.
Automatic Assignment
Automatic Assignment refers to the matching of transactions, customers, and so on to the criteria set up in each territory (qualifiers) resulting in a "Winning Territory" that receives the customer or transaction.
Catch All
A Catch All territory is a regular territory but it is assigned to a territory administrator and its qualifier rules are defined loosely to catch transactions that do not match territories assigned to representatives.
Effective Dates
The date a territory, member assignment, and so on, is effective, or to be in use.
Matching Attributes
Matching attributes are seeded criteria used to identify territories. For example, state and country are all qualifiers.
Named Account
A customer organization separated from the territory it qualifies for, such as a geographic territory, and assigned a separate sales resource. Named account territories are only available for the Sales and TeleSales usage.
Number of Winners
The Number of Winners field is used to specify the maximum number of potential winning territories. It does not apply to top level territories, but is set at the top level and applies to the hierarchy below the top level. For the Sales and TeleSales usage only, you can set the number of winners separately from the top level territory down four levels (total of five levels). The number of winners applies to the next level of territories only. If you do not set the number of winners for a territory it defaults to the number of winners for its parent.
Operators
Operators refer to the ability to use arithmetic operators. While defining territories, the qualifier values should be either discrete using operators (for example, =, LIKE) or a range using BETWEEN.
Rank
Rank is a number used to specify the priority of a territory among territory selections within a single level of the hierarchy. It is used with number of winners. If a company qualifies for three territories at the same level, but the number of winners can only be one, then the company goes to the territory with the highest rank (lowest number). Territories lower down the hierarchy always have a built in priority over territories higher in the hierarchy.
Sales Hierarchy
Defined in Oracle Resource Manager, this is the structure of the sales force within the organization.
Territory
A territory assigns business objects (customers and leads, for example) to resources based on configurable business rules. It defines who owns what.
Territory Type
Territory types are the building blocks for all territories. A territory type is defined by a specific set of matching attributes.
Top-level Territory
A top-level territory is a territory that has the "Catch All" as a parent, immediately below a territory usage (such as Sales or Service).
Transaction Matching Attributes
Transaction Matching Attributes are the criteria used to determine the winning territory that receives the transaction.
Winner, or winning territory
The territory that receives the transaction or customer.
Usage
A usage is the module that uses Oracle Territory Manager to assign resources, such as Sales or Service.