7Geography Data

This chapter contains the following:

Setup Overview

Import and set up reference geography data for the countries where you do business. Importing the reference geography data makes it possible for you to set up validation for address elements such as states and cities to prevent address data entry errors. For example, if you're setting up sales territories by states in the US, it's a good idea to have salespeople select the states from a list rather than entering them manually. Preventing address entry errors ensures that the accounts are assigned to the correct territory and that opportunities are included in forecasts. If you subscribe to the Address Verification Cloud Service, you don't really need the validation. Using the service, salespeople can look up and enter valid addresses for most countries in the world at a fraction of a penny a piece. However, it's a good idea to import and set up the geography data anyway. An extra bit of validation can't hurt. Besides, the geography data you import is a shared resource that's used by HCM, supply chain, and financials cloud services, and it's free!

Oracle licenses geography data from GBG | Loqate that you can import, at no additional cost. Alternatively, you can license geography data from another supplier and import it from a file. For more information about importing third party geography data, see the guide Understanding Import and Export Management for CX Sales and B2B Service.

Here's a list of the setup tasks. You can open the tasks from the Sales offering in the Setup and Maintenance work area. Tasks are organized by functional areas. Remember that you may have to show All Tasks to see the task you want.

Step Description Functional Area and Task Name Where to Get More Details

1

You can import geographies for up to three countries using Setup Assistant. You can import additional countries using the Manage Geographies task.

Setup and Maintenance > Sales > Sales Foundation > Manage Geographies

See the topic: Import Geography Reference Data

2

For the countries you imported using either method, enable validation and lists of values for address elements that you're using for sales territories. If you're assigning accounts by states in the US, then set up the lists of values for states.

When you enable validation on an address element, the application suggests alternatives during address entry. Enabling a list of values requires the user to make a selection from a list. Both validation and lists of values are enforced in the UIs.

Setup and Maintenance > Sales > Sales Foundation > Manage Geographies

See the topic: Set Up Geography Validation

3

The validation affects entries made in the application UI only. You must set the profile option Geography Address Validation Enabled to Yes to validate addresses you import.

Setup and Maintenance > Sales > Sales Foundation > Manage Administrator Profile Values

See the topic: Set Up Geography Validation

4

Enable the mapping of account and contact addresses for each of the countries you import. With mapping enabled, salespeople on the go can view their contacts on a map and obtain directions on their mobile phones with the click of a button.

If you selected the geocoding option for a country in Setup Assistant, you can skip this step. Selecting geocoding for one country, enables it only for that country.

Setup and Maintenance > Sales > Sales Foundation > Manage Geographies

See the topic Enable Address Mapping

Setup Assistant and Geography Data

Using Setup Assistant, you can import the geography data for up to three countries where you do business. Here's an explanation of what geography setups Setup Assistant completes for you and which you must complete manually as described in this chapter.

What Setup Assistant Does for You

  • Imports the geography data for up to three countries.

  • Enables the mapping of addresses for a specific country when you select the Geocoding option for that country.

  • If you selected the Geocoding option for any country, the application schedules the Populate Location Latitude and Longitude Information process to automatically generate geographic coordinates from addresses.

What You Must Complete Manually

  • You must set up validation for address elements that you are using for sales territory assignment.

    If you're assigning accounts to salespeople by state, for example, having a list of values for States ensures that salespeople don't make mistakes during manual address entry.

  • Import geographies for additional countries.

  • Enable geocoding for additional countries.

  • If you didn't turn on geocoding in Setup Assistant, you must run the Populate Location Latitude and Longitude Process on a regular schedule.

Import Geography Reference Data

Here's how to import geography reference data licensed by Oracle.

  1. In Setup and Maintenance, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Geographies

  2. In the Manage Geographies page, enter either the country name in the Country Name field or the two-letter ISO code of the country in the Country Code field.

    Examples of ISO country codes include US (United States) and AT (Austria).

  3. Click Search.

  4. Select the country in the search results. Don't click the link.

  5. Select Import Geography Data from the Actions menu.

    Note: The Import Geography Data action is disabled if the country isn't available from DaaS GBG | Loqate or if the country data is already imported.
  6. Click OK to close the warning message.

  7. Click OK to close the confirmation message.

The import of larger countries may require several hours to complete. You can track the progress of the import process by selecting Scheduled Processes from the Navigator menu.

After the import completes successfully, the Completed icon (check mark) replaces Go to Task icon in the Structure Defined and Hierarchy Defined columns on the Manage Geographies page.

Here's a screenshot of the Manage Geographies page with the Completed icons (check marks) highlighted.

Screen capture of the Manage Geographies page after
import completes for the United States. The Structure Defined and
Hierarchy Defined fields display check marks.

The Geocoding Defined and Address Cleansing Defined columns are used for additional features that you set up separately:

  • Geocoding enables mapping features in your application, such as the display of customer locations on a map in the UI. For details, see the Enable Address Mapping topic.

  • Address cleansing makes it possible to validate addresses down to the street level. Address cleansing requires you to obtain a separate license for the Address Verification Cloud Service.

Note: The geography data is provided by GBG | Loqate is third-party content. As per Oracle policy, this software and documentation may provide access to or information on content and services from third parties. Oracle and its affiliates aren't responsible for and expressly disclaim all warranties of any kind with respect to third-party content and services. Oracle and its affiliates aren't responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

Report any issues with GBG | Loqate data to Oracle Support who will contact the appropriate team for correction. Alternatively, you can make manual changes to the geography data by using the Manage Geographies task in the Setup and Maintenance work area.

Oracle Applications Cloud provides third-party GBG | Loqate geography data for import. Here's the list of countries for which the GBG | Loqate geography data is available for import.

Country Name Country Code

Andorra

AD

Angola

AO

Argentina

AR

Australia

AU

Austria

AT

Belgium

BE

Bolivia

BO

Bosnia and Herzegovina

BA

Brazil

BR

Bulgaria

BG

Canada

CA

Cayman Islands

KY

Chile

CL

China

CN

Croatia

HR

Cuba

CU

Cyprus

CY

Czech Republic

CZ

Denmark

DK

Dominican Republic

DO

Ecuador

EC

Estonia

EE

Finland

FI

France

FR

Germany

DE

Great Britain

GB

Greece

GR

Guadalupe

GP

Guam

GU

Guernsey

GG

Hungary

HU

Iceland

IS

India

IN

Indonesia

ID

Ireland

IE

Isles of Man

IM

Israel

IL

Italy

IT

Jamaica

JM

Japan

JP

Jordan

JO

Kenya

KE

Latvia

LV

Liechtenstein

LI

Lithuania

LT

Luxembourg

LU

Malaysia

MY

Malta

MT

Martinique

MQ

Mexico

MX

Netherlands

NL

New Zealand

NZ

Norway

NO

Oman

OM

Peru

PE

Poland

PL

Portugal

PT

Puerto Rico

PR

Qatar

QA

Reunion Island

RE

Romania

RO

Russia

RU

San Marino

SM

Singapore

SG

Slovakia

SK

Slovenia

SI

South Africa

ZA

South Korea

KR

Spain

ES

Sri Lanka

LK

Swaziland

SZ

Sweden

SE

Switzerland

CH

Taiwan

TW

Thailand

TH

Tunisia

TN

Turkey

TR

United Arab Emirates

AE

United States

US

Uruguay

UY

Vatican City

VA

Vietnam

VN

Set Up Geography Validation

Set up geography validation for those geography elements that you plan to use in your sales territories to prevent data entry errors. By default, application enforces the validation you specify for creating addresses in the UI only, so you must turn the validation on for import.

Set Up Validation

  1. Open the Manage Geographies task from the Setup and Maintenance work area using the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Geographies

  2. On the Manage Geographies page, search for each country you imported using either its name or its two letter ISO code. For example, you can search by entering either the country name United States or the two letter ISO code US, and clicking Search.

  3. Select the country in the Search Results area.

  4. Click Go to Task in the Validation Defined column.

    Here's a screenshot of the Manage Geographies page highlighting the Go to Task icon in the Validation Defined column.

    Screen capture of the Manage Geographies page showing
the record for the United States with the Go to Task icon highlighted
in the Validation column
  5. On the Manage Geography Validation page. Address Style section, ensure that the No Styles Format address style is selected. Defining validation for the No Styles Format address style ensures the validations are performed for all addresses in the country.

  6. Select Enable List of Values in the Geography Mapping and Validation section to display a list of values during address entry in the UI. For example, to have users select states from a list, select Enable List of Values for State.

    Vision Corp. enables the list of values for State. The company uses states for its sales territories and wants to ensure that state names are always entered correctly.

  7. Select Geography Validation for all the geography types that you plan to use in territories.

    In our example, Vision Corp. plans to set up sales territories by state, so it selects Geography Validation for State.

    Here's a screenshot of the Manage Geography Validation page highlighting the location of the Enable List of Values and Geography Validation options for the US State geography type.

    Screen capture of the Manage Geography Validation:
United States page highlighting the location of the options you select
in the Enable List of Values and Geography Validation columns for
US states.

    You must enable geography validation for all geography levels above the level you're planning to use for territories. If Vision Corp. decides to set up territories at the postal code level, it must select Geography Validation for state, city, county, and postal code.

    Note: If you don't select the validation for an address element, the application still suggests values during address entry. It just doesn't validate the address element.
  8. Specify if you want to allow users to save incomplete or invalid addresses by making a selection from the Geography Validation Level for Country list.

    • No validation: permits users to save incomplete or incorrect addresses.

    • Error: permits only valid addresses to be saved.

    Vision Corp. wants to save all addresses, including incomplete and invalid addresses, so it selects No validation.

  9. Click Save and Close.

  10. Click Done in the Manage Geographies page.

Turn on Validation for Address Import

You must set a system profile option Geography Address Validation Enabled to Yes for the validation to be enforced during import.

  1. Open the Manage Administrator Profile Values task from the Setup and Maintenance work area:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Administrator Profile Values

  2. On the Manage Administrator Profile Values page, search for the profile option by entering Geography Address Validation Enabled in the Profile Display Name.

  3. Select Yes as the Profile Value.

  4. Click Save and Close.

Enable Address Mapping

You can quite literally put your accounts and contacts on the map by enabling geocoding as described in this topic. Geocoding turns the addresses you enter or import into longitude and latitude coordinates so that the locations can be displayed on a map.

Enabling address mapping involves two steps:

  1. You enable the generation of geographic coordinates for a country

  2. You run a process that converts the addresses into geographic coordinates

Salespeople must enter valid postal addresses for geocoding to work, so it's a good idea for you to validate the addresses in your application by subscribing to Oracle Address Verification Cloud Service.

What You're Enabling

Salespeople benefit from geocoding in two ways:

  • In the office, salespeople can view the location of an account address on the map while editing the account record.

    Screenshot of the View Address page showing an
account address location represented by a pin on a map
  • Using Oracle CX Cloud Mobile on their smartphones, salespeople can view a map showing the locations of accounts and contacts within a certain radius of their current location, or any other location they choose. They can obtain travel directions to any of the locations with the tap of a finger (CX Cloud Mobile passes the coordinates to the native mapping application on the phone).

    Screenshot of My Contacts on a phone showing contacts
represented by a pin on a map.

Turn on Geocoding on the Manage Geographies Page

To turn on geocoding for a country, all you need to do is select the Geocoding Defined icon for the country where you want to turn it on. Here are the steps:

  1. In the Setup and Maintenance work area, go to the following:

    • Offering: Sales

    • Functional Area: Sales Foundation

    • Task: Manage Geographies

  2. On the Manage Geographies page, search for a country you imported using either its name or its two letter ISO code. For example, you can search by entering either the country name United States or the two letter ISO code US, and clicking Search.

  3. Select the Geocoding Defined icon.

  4. Click Done

Run the Populate Location Latitude and Longitude Process

Run the process that converts the addresses to the location latitude and longitude regularly and each time you import. Addresses that salespeople enter or addresses that you import don't show up on the map until the process completes, so schedule the process to run as frequently as necessary. If you imported geography data using Setup Assistant and turned on geocoding for any country, the process is already scheduled to run for you. Here's how to run the process:

  1. In the Navigator, click Scheduled Processes under the Tools heading.

  2. Click Schedule New Process.

  3. Click the Name drop-down list icon and the Search link at the bottom of the list.

  4. In the Search and Select: Name window, search for "Populate Location Latitude and Longitude Information".

  5. Select the process name in the search results and click OK.

  6. In the Schedule new Process dialog box, click OK to confirm your selection.

  7. In the Process Details window, click Advanced to view the advanced options.

  8. You can make the following entries on the Parameters Tab:

    Parameter What to Enter

    Country Code

    Leave this field blank if you want to generate the coordinates for all the countries you enabled for geocoding, or enter a specific country code.

    Start Date, End Date, and Regenerate Geocode

    Leave these fields blank. The geocoding process picks up any addresses that have not been geocoded previously.

    Batch Size

    Leave this field blank unless you're geocoding more than 50,000 addresses at a time. If you're processing a large number of addresses, then enter 1000. By default, the application launches a subprocess for each batch of 500 addresses. There's a maximum of 10 subprocesses, so, if you're processing more than 50,000 addresses, then you must run the process multiple times. You can increase the batch size up to a maximum of 1,000.

  9. Schedule the process to run regularly:

    1. Click the Schedule tab.

    2. Select Using a Schedule and specify the frequency.

  10. Click Submit.

    The application confirms your process was submitted.

  11. You can monitor the process completion on the Overview page.

    The process spawns multiple processes, depending on the batch size and the number of addresses you need to process.