Roadmap for Using Siebel Territory Management

To use Siebel Territory Management, perform the following processes and tasks:

• Process of Setting Up Siebel Territory Management

• Process of Setting Up and Running Territory Alignments

• Process of Creating and Aligning Sales Quotas (optional)

• Activating Territory Alignments

• Using the Periodic Runs Workflow to Maintain Territory Alignments

The Territory Management workflow in Life Sciences, illustrated in the following image, does the following:

1. Set up divisions and positions.

2. Set up territory hierarchy.

3. Set up territory nodes.

4. Set up the alignment (rules and conditions)

5. Run the alignment.

6. Review the alignment. Are the test results OK?

   • If No, return to Step 4.

   • If Yes, continue to Step 7.

7. Activate/schedule the alignment (roll out)

8. Review the territories and their rules.

9. (Weekly) Maintain the alignment.

   Note: Setting up the alignment (rules and conditions) should be revisited on a quarterly or semi-annual basis.

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The following illustrates the workflow of Territory Management in Consumer Goods.

Button	Code	Available	Comments
Apply	HORZ	SIA	Will also work in HORZ if exposed in UI
Apply All	HORZ	SIA	Will also work in HORZ if exposed in UI
Assign Activities	SIA	SIA	Will work only in SIA
Remove Activities	SIA	SIA	Will work only in SIA
Apply Multiple Categories	SIA	SIA	Will work only in SIA