This chapter covers the following topics:
The following are the prerequisites for Web ADI:
Client PC with Windows ME, Windows NT 4.0 (with Service Pack 3 or later), Windows 2000, Windows XP, or Windows 98 installed on it
Internet Explorer 5.0 or greater installed on the client PC
Microsoft Excel 97, 2000, 2003, or XP installed on the client PC. For Web ADI to work with Microsoft Excel XP/2003, you must change the macro settings for Excel XP/2003. To do so:
In Excel, go to Tools > Macro > Security > Trusted Sources.
Select the "Trust access to Visual Basic Project" option.
To allow spreadsheets to be created on your desktop, change your intranet browser security settings as follows:
Navigate to Tools > Internet Options > Security > Custom Level.
Set the "Initialize and script ActiveX controls not marked as safe" option to "Prompt".
Note: Web ADI is not certified on Mac operating system with Safari browser.
Refer to the Web ADI documentation for more information.
To export using Web ADI
Navigate to Tools > Internet Options > Security > Trusted Sites > Sites
Click the Add button to add the server name to the list of trusted sites
Deselect the Require Server verification (https) for all the sites in this zone check box.
You can copy and move territories by exporting all definition information to a spreadsheet, make your changes in the spreadsheet, and then uploading your changes back to the database. You can add new territories by entering the information in the correct format and then uploading from the spreadsheet.
To export
Locate the territory you want to work with in the Territories tab and click the Export icon.
Choose to export only the selected territory, the territory and its immediate children, or the territory and all of its child territories.
If the territory contains geographic matching attributes, then you can choose to export only the territory definitions, only geographies that fall within the territory definition that are not yet assigned to child territories, or both.
If you selected to export unassigned geographies, then you also need to select the geographic types that you want included in your export such as city and country. The list does not display geographic types that do not fall within the selected territory definition. For example, if the selected territory is a city, then state and country are not in the list.
For the selected geographic types, the spreadsheet displays all the geographic values that fall within the territory definition and that are not yet assigned to child territories.
To delete
You can delete one or more lines of territory information in your spreadsheet by selecting Delete in the Action column. You can delete one or more lines of a territory definition. You can delete a particular matching attribute value by removing the value from the relevant cell. To delete an entire territory, select Delete for the territory header row.
To copy
You can copy one or more lines in the spreadsheet in order to copy one attribute for a territory or the resources or the full territory definition. When you paste the copied line into the spreadsheet, you must change the Action column to Create.
You can then make any changes needed to the copied line for your new territory definition.
To update
When you change information in the spreadsheet for a territory, be sure the Action field is set to Update before uploading your changes.
To create a new territory
Export at least one territory for the correct usage, such as the parent for your new territory. The spreadsheet columns and LOVs are different for different usages. Add rows in the spreadsheet to create a new territory. Make sure the Territory Action column is set to Create for each new additional line of information you add.
Notes
You can create a territory with only the following required information. Resources and matching attributes are not required to create a new territory. Select Territory Details in the Header column. Enter operating unit, select a parent from the Hierarchy LOV, enter name, start and end date, and rank. The number of winners defaults to 1. Select a territory type from the LOV.
To add matching attributes to a territory, in a new row select Matching Attributes in the Header column and add the desired information. Many matching attributes have LOVs for the column. All enabled matching attributes appear as columns. Use only matching attributes that are included in the territory type for your territory. The territory name and hierarchy are also required.
To add resources to a territory, in a new row select Resources in the Header column. Use the LOV to select a resource. Select access rights for each type of transaction. You can also use copy and paste. Territory name, hierarchy, and resource dates are also required.
To move a territory in the hierarchy
To move a territory you change the hierarchy information to the new parent.
To upload the new definitions
In Excel there is an Oracle menu. Choose Upload to upload your changes to the database. Choose whether to upload all rows or just the rows that are flagged as containing changes.
Make sure you select Pre-Validate when uploading. Your changes are validated when uploaded and any that violate rules are rejected and comments appear in the spreadsheet.
Use this procedure to search for sales customers, either organizations or persons. You can view the sales team and territory information for the customers. Hierarchy information (from Oracle TCA) is available for organizations. This search is available stand alone as well as available to territory administrators and sales management.
Role for the stand alone search: Sales Team Search User
Notes
Identifying addresses only: In the search criteria, you can select Identifying Addresses Only in order to see only the primary site for an organization. If the box is deselected, then all site addresses for an organization are included in the search results.
Sales Team: In the search results, click the icon to view the sales team for an organization.
Territory Effective Date: In the sales team list, you can select an effective date and view only the sales team active on that date. The default is today's date.
Territory and Parent Territory: You can click the territory name to view details for the territory.
Customer Hierarchy:In the search criteria, select the type of hierarchy you want to view. Click the icon in the search results to view the hierarchy of the customer organization. In the hierarchy page you can filter the hierarchy by selecting specific roles within the hierarchy, such as Subsidiaries Of. You can also choose to view the hierarchy for a particular date.
Alias: Columns that list alias names for the organization can by included using personalization.
Search for and view territories in the Territories tab. You can search within any usage. View territory hierarchies and drill down into the territory details. The territory search is a starting point for creating new territories, updating territory information, or mapping named account definitions. You can drill down to a 360 degree view of a named account customer, provided by Oracle Trading Community Architecture.
Notes on Hierarchy View
Click the View Full Hierarchy button to view the territory hierarchy.
All territories within your selected operating unit, usage, and active date appear.
You can expand hierarchies to view child territories.
Select a territory name to view the detailed definition.
Select a territory and click Create to create a child territory.
Select a territory and click Update to update the territory definition.
Click Export for a territory to export that territory to spreadsheet and optionally modify its definition in the spreadsheet.
Notes on Search View
Select the operating unit and usage in which you want to search.
Select an individual territory typefrom which the territories were created, or select all territory types.
The More Options list of criteria changes depending upon the matching attributes of the selected territory type.
The Territory Hierarchy icon will take you to the territory hierarchy view.
Display Territories Inheriting These Values: For example, if you enter State=CA and select this option, then the search returns all territories that reside within CA.
Notes on Named Account View
If you selected the named account territory type, then you have additional choices.
Display the list of named accounts
Display the generic territory header definition results (parent, rank, winners, and so on)
Identifying Addresses Only: Select to only include the identifying address for each organization. Deselect to include all site addresses.
If you select a hierarchy type, then the search results includes a customer hierarchy column. Select the icon to view the customer party hierarchy stored in Oracle Trading Community Architecture.
Mapped: displays whether the matching attributes have yet been mapped by the administrator.
Update Mapping: Click to map the matching attributes.
Click the name link to see a 360 degree view about the customer including marketing, credit, sales, and service information.
The Territory Definition Report lists territory definitions within a selected usage. You can further refine the report by selecting a resource to list only those territories that have that resource assigned to them. Or you can also limit the report to territories defined using a selected matching attribute. The default date is today's date, but you can select any date, including a future date, to show territory definitions active on the selected date.
Use the Territory Changes Report to trace territory change information since a specified date. This report displays your updated territory information but does not show the differences from the territory definitions before any changes were made. You can restrict the report further to a date range when changes were made by selecting a latest change date.
The report lists only territories active on the selected active date, which defaults to today. You can select a different active date, including a future date.
The Overlapping Territory Report lists named accounts that are included in more than one named account territory. You can run the report for a territory you recently created to find out if any of the named accounts in that territory also appear in other territories, and then fix the problem. If a dispute or question arises about a named account, you can run the report by the named account name or DUNS number to display every territory that named account is part of.
The report is accessed from the Dashboard. You can enter a value for one of three parameters to run the report:
Territory name
Named Account
DUNS Number
The report information appears in your selected viewer. Each named account that appears in more than one territory is listed. Columns show each territory (up to five) the named account is a member of.