One Territory in Multiple Hierarchies

You can include one territory in multiple hierarchies. For example, Territory 1 can belong to both Hierarchy 1 and Hierarchy 2.

One hierarchy must be the primary hierarchy for the territory. This feature allows you to can create alignments of the same territories that are based on different hierarchies. For example, you can define Alignment 1 for Hierarchy 1 and define Alignment 2 for Hierarchy 2, with Territory 1 belonging to both Hierarchy 1 and Hierarchy 2.

This makes it possible to create hierarchies that organize your territories in several different ways, and to run alignments for all of these hierarchies, to see how the different hierarchies affect the assignment. For example, you could set up multiple hierarchies to test how quotas would change if you reduce the number of nodes at an intermediate level of the hierarchy.

Only the alignment for the primary hierarchy can be activated. When you activate a hierarchy, Siebel Territory Management checks to see that all the territories in the hierarchy have this hierarchy as their primary hierarchy. If they do not, Siebel Territory Management does not let you activate the hierarchy.

The other hierarchies are used to simulate other results. You must run major alignments on all hierarchies except for the primary hierarchy. You can run minor and intermediate alignments only on the primary hierarchy.

Running a major alignment on a nonprimary hierarchy shows the complete result set for that nonprimary hierarchy, but it does not show changes relative to existing assignments for territories in the primary hierarchy. You might need to compare this result set with existing assignments to identify delta changes.

After you have run alignments for the nonprimary hierarchies, and you have seen which gives you the best results, then you should make the appropriate changes in the primary hierarchy, so you can run and activate the primary hierarchy. For more information about hierarchies, see Tasks for Working with Territory Hierarchies.