Change the Default for the Include Customer Hierarchy Option in Inclusions and Exclusions

You can define a territory coverage by selecting individual customer accounts to be included whether or not they match other coverage criteria.

You can also select customers as exclusions for the territory. They're excluded even though they meet other coverage criteria. Your selected customer includes all accounts in that customer's hierarchy. You can deselect the Include Hierarchy check box to not include the hierarchy for that customer. Change the ORA_MOT_INCLUDE_CUST_HIERARCHY setting to No and the Include Hierarchy check box defaults to deselected.

To change the profile option:

1. In the Setup and Maintenance work area, go to the Manage Administrator Profile Values task:

   • Offering: Sales

   • Functional Area: Sales Foundation

2. Search for the Include Customer Hierarchy (ORA_MOT_INCLUDE_CUST_HIERARCHY) profile option.

3. Change the site-level profile option to No to show the Include Hierarchy option deselected when you add a customer inclusion or exclusion. The default value is Yes, which selected the Include Hierarchy option when you add an inclusion or exclusion.