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Creating Territory Trees

To create territory trees, use the Create Territory Tree (RSF_TR_NEW_TREE) component. To manage territory trees, use the Manage Territories (RSF_TR_MANAGER) component. To create or edit territories, use the Territory (RSF_TERRITORY) component.

This topic discusses how to:

Page Name

Definition Name

Usage

Add Territory Tree Page

RSF_TR_NEW_TREE

Create territory trees.

Tree Manager Page

PSTREEMGR

Define the hierarchical structure of territory trees.

Territory Definitions Page

RSF_TERRITORY

Define and update territories.

Use the Add Territory Tree page (RSF_TR_NEW_TREE) to create territory trees.

Navigation

select Set Up CRM, then select Product Related, then select Sales, then select Territory, then select Add Territory Tree, then select Add Territory Tree

Image: Add Territory Tree page

This example illustrates the fields and controls on the Add Territory Tree page.

Add Territory Tree page

STEP 1: Enter Tree Details

Enter a tree name, description, and root node (the topmost territory level of the tree).

Tree names and effective dates are especially important when you create multiple trees. You can create two trees with the same name and the same root node; but only if they have different effective dates. You can also create two trees with different names but with the same root node.

For example, you might create one tree with the name of the organization and another tree with the name of a subsidiary. The root node for both trees might be World, because that is the broadest possible territory that each covers. However, if a tree with the same name and same root node already exists with that effective date, the system displays an error message.

STEP 2: Allow Assignment Usage

Field or Control

Definition
Sales Assignment Group

Select to enable the system to use the territory tree to assign sales representatives.

Customer Account Assignment

Select to enable the system to use the territory tree to assign account team members.

STEP 3: Create And Edit Tree

Field or Control

Definition
Tree Date

Enter the date when the tree becomes effective. Several trees can have the same name as long as they have different effective dates.

If you set an effective date in the future, run the Update Sales Access process on or after that date to change territory visibility settings.

STEP 4: Create Territory Tree

Field or Control

Definition
Create Territory Tree

Click to access the Tree Manager page to create nodes to add territories to the tree.

In PeopleSoft Sales, when you create a node in Tree Manager and click the button with the pencil icon to edit the node, the system displays the Territory Definitions page.

Use the Tree Manager page (PSTREEMGR) to define the hierarchical structure of territory trees.

Navigation

  • Click the Create Territory Tree button on the Add Territory Tree page.

  • select Sales, then select Manage Territories, then select Tree Manager

  • select Tree Manager, then select Tree Manager, then select Tree Manager

Image: Tree Manager page

This example illustrates the fields and controls on the Tree Manager page.

Tree Manager page

Use the Tree Manager page to add nodes and define territories.

Note: After you make changes to a tree, run the Sales Access Update process to apply the changes. The Sales Access Update process updates the access that sales users have in a territory tree and the structure for rolling up forecasts. However, it does not reassign leads or opportunities; use the reorganization or reassignment features of PeopleSoft Sales for that purpose.

Use the Territory Definitions page (RSF_TERRITORY) to define and update territories.

Navigation

Click the Edit Data button on the Tree Manager page.

Image: Territory Definitions page

This example illustrates the fields and controls on the Territory Definitions page.

Territory Definitions page

Specify assignment criteria to define which leads or opportunities can be assigned to the territory.

Field or Control

Definition
Business Unit, Assignment Group, and Market

The system displays the business unit, assignment group, and market defined in the User Preferences component for the sales user who created the territory. If the system does not find an assignment group and market for the user, it displays the assignment group and market that are associated with the business unit on the Sales Business Unit Definition page.

Criteria Code

Select the assignment group's criteria (set on the Criteria page) to define which values are assigned to the territory.

For example, if the assignment group criteria includes Customer, Product ID, and Lead Source, you might specify that only Customer and Lead Source from the lead or opportunity are used to match to this territory.
Criteria Value

Enter values to use for the specified criteria.

For example, if you select the criteria code of Customer, you might specify that all leads from the customers Johnson Brothers, Inc., ABC Corporation, and Acme Imports are assigned to this territory.

If the criteria value permits a range, the From Criteria Value and To Criteria Value fields appear.

Note: Setting up the sales territory tree for the assignment of leads using the criteria of Region only works when you define the same Region Code in both the Geography and Territory categories.

From Criteria Value and To Criteria Value

Specify the beginning and end of the range of values to accept for the criteria value.

For example, you can select a criteria code of Product ID.and specify a criteria value of 0001. If you also want to accept products with IDs between 0001 and 0099, you would enter a From Criteria Value of 0001 and a To Criteria Value of 0099.

Sales User Name

Select a sales user to assign to the territory.
Sales Rep (sales representative)

Select to have the system consider the sales user for assignment to a lead or opportunity if the system automatically assigns sales representatives. When a sales user is added to the territory team, the system automatically selects Sales Rep. If you don't want the system to assign leads and opportunities to the sales user, deselect this check box.

Note: If you add sales managers or sales administrators to a territory tree to give them visibility to sales representatives' leads and opportunities in the tree, you typically do not select the Sales Rep (sales representative) check box. To give a user visibility of other's leads and opportunities, you must assign the data distribution rules View Leads as Manager and View Opportunities as Manager to the user. You can set up data distribution rules on the Dataset Rules and Dataset Roles pages in the Enterprise Components menu.

See PeopleSoft 9.1 PeopleBook: Enterprise Components
Primary

Select to identify a sales user as the primary sales representative for the territory. Each territory can have only one primary sales representative. The system uses this option when the assignment method indicates that items are assigned only to the primary representative.

Note: PeopleSoft Sales has two types of primary representatives. One is the primary representative for the lead or opportunity team. The other, specified here, is the primary representative for the territory team.
Assigned TimeStamp

When you click Apply to apply the territory to the tree, the system displays the date and time:

  • If the Sales Rep check box is selected for a sales user, the system displays the generic date of 01/01/1900 with the time of 12:00:00 AM.

    This indicates that the sales user was successfully added to the territory but has not been assigned a lead or opportunity. When a lead or opportunity is assigned to the sales representative, the system updates the date and time to reflect when the assignment takes place using the round robin, time assignment method.

  • If the Sales Rep check box is deselected for a sales user, the system displays no date or time.

    This setting applies to sales users who are administrators, managers, executives, or in similar positions that are not eligible for lead or opportunity assignments but who require visibility to sales data.

Temporary Assignment

If the primary sales user is temporarily unavailable due to vacation or some other reason, you can assign another sales user for a specific time period. For the sales user who is unavailable, enter the following information:

Field or Control

Definition
Date From

Enter the beginning date for the temporary assignment.

Field or Control

Definition
Date To

Enter the ending date for the temporary assignment.

Field or Control

Definition
Assigned To

Select the sales user who is temporarily assigned to the territory during the time period.