A description of a person's function in the
enterprise that is unrelated to the person's job (position), such
as employee, contingent worker, or line manager. A type of enterprise
role.
D
dimension
A data category used to define territory boundaries,
such as geography. Dimensions contain related dimension members usually
organized in hierarchies. For example, a geography dimension often
includes members, such as countries, and cities that belong to countries.
Defined dimensions determine how to assign objects, such as customers, leads, and opportunities.
E
enterprise role
Enterprise roles provide users with access
both to the application functions they need to perform their jobs
as well as the permissions to access the data where they need to perform
those functions. There are two types of enterprise roles: job roles
and abstract roles. Job roles permit users to perform activities specific
to their job. Abstract roles permit users to perform functions that
span the different jobs in the enterprise.
F
forecast due date
The date after which the forecast changes
from current status to past status and no changes can be made to the
forecast.
J
job role
Job roles provide users with access to both
the application functions they need to perform specific jobs in you
organization as well as the permissions to access the data where they
need to perform the job functions. Examples of job roles
provided by Oracle include Sales Administrator, Sales Manager, and
Sales Representative.
R
resource role
Resource roles indicate the role a resource
plays as an individual, or within a resource team.
S
setup user
A user with permissions to perform implementation
tasks, including the creating of other users and security modifications.
Setup users are provisioned with the following enterprise roles: Application
Implementation Consultant, IT Security Manager, Application Diagnostic
Administrator, Customer Relationship Management Application Administrator,
and Employee. A setup user can be created by the initial
user provided by Oracle or by another setup user.
T
territory
The jurisdiction of responsibility of a salesperson
or sales manager over a set of customers. Territories
serve as a basis for forecasting, quota, compensation, and analysis
of sales performance.
territory coverage
A territory coverage is a set of boundaries
that define what is included or excluded in the territory and what
can be sold. Selected customers or partners can be selected to be
included or excluded from the territory being defined. For example,
sell all products in North America.
territory freeze date
The date after which forecasting stops accepting
territory hierarchy changes for the scheduled forecast
and forecasting activities can begin.
territory owner
Resource assigned to manage a territory and
is typically accountable for the work objects, such as opportunities,
that are within the boundaries of the territory.
territory proposal
A sandbox container used to model territory
changes. All valid territories within a proposal become active on
the proposal activation date.