Set Territory Filter Options

You set the territory filtering options in the product groups setup pages.

You set the territory filtering options in the product groups setup pages.

1. Sign in as the sales administrator.
2. In Setup and Maintenance, go to::

   • Offering: Sales

   • Functional Area: Sales Catalog and Products

   • Task: Manage Product Group Usage

3. Select the Base catalog in the upper portion of the page. (If your catalog uses a different usage, then select it.)
4. Click the Functions tab in the Details section of the page.
5. Click the Value drop-down list for the Territory engine option. If multiple applications have a Territory engine row, then select the row that has the application you want the filtering to apply to. The applications that can use the territory filtering functionality appear in the Mode column of the Functions tab. For example, click Territory engine for the Opportunity Management application shown in the Mode column.
6. Make your filtering selection, using the information in the following table.

Option	Description
Do not run	Territory filtering is off. The Filter by Territory check box does not display.
Enforce territory	Territory filtering is on, but is transparent to the user. The Filter by Territory check box does not display.
Display choice - checked by default	Territory filtering is on. The territory filter check box is displayed and checked by default. The user can deselect the check box to disable the territory filtering.
Display choice - unchecked by default	Territory filtering is off. The territory filter check box is displayed and deselected by default. The user can check the check box to enable the territory filtering.

7. Click Save and Close.