Creating Territory Nodes

Note: For information about creating territory nodes through bulk loading, see Using Siebel Enterprise Integration Manager with Siebel Territory Management

To create territory nodes

  1. Navigate to the Siebel Territory Management screen, then the Hierarchies List view.

  2. Click the Name field of a hierarchy record to drill down on it.

  3. In the Territory Nodes list, create a node record for each territory, and complete the fields.

    If you are specifying parent-child relationships between nodes, create the parent nodes before creating the children.

    Some fields are described in the following table.

    Field Comments

    Territory #

    Select a territory that you created in Setting Up a Territory Hierarchy.

    Parent Territory #

    If this is a child node, select its parent node. You can select only active and future nodes. (Expired nodes cannot be selected as parents.)

    Effective Start Date

    Typically, Enter dates that are in the future, because you are running, reviewing, and refining a territory alignment some weeks before you are rolling it out.

    When you create a new territory node record, the Effective Start Date field defaults to the current day plus one.

    For more information about these fields, see Restrictions on Effective Start and End Datesfor Territory Nodes.

    Effective End Date