Custom Dimensions for Revenue Assignment Example

This example models sales organizations where salespeople are responsible for either new sales or renewal and expansion sales.

The use case is to define territories with the custom dimension Revenue Type Category in addition to account, product, and sales channel dimensions.

1. Use Manage Standard Lookups to create the lookup type ORA_MOO_REVN_CATEGORY_TYPE with the lookup codes New, Renew, and Expansion.
2. Use Application Composer to add the Revenue Tpe Category field to Revenue Table columns in the Opportunity Details page.
3. In Setup and Maintenance, open the Enable Dimensions and Metrics task. select the Edit action, and add the Extension 2 dimension.
4. For the dimension source find and select the lookup type ORA_MOO_REVN_CATEGORY_TYPE.
5. Save and close.
6. Perform the Load and Activate action. Use the Refresh Status action to monitor processing and completion of the processes.
7. In Setup and Maintenance, use the Manage Sales Assignment Manager Objects task and add a mapping for the Revenue object.
8. In the Attributes tab add the Revenue Type Category attribute.
9. In the Candidates tab select Territory and the Territory: Mapping Sets tab.
10. Select the Sales Account mapping set.
11. Click Add and enter these values:

    Option	Description
    Type	Attribute
    Exact Match	Select
    Function Code	Ext2
    Candidate Object	Territory
    Work Object	Revenue
    Candidate Object Attribute: Low	Dimension Member ID
    Work Object Attribute: Null Value Handling	Derive mapping value
    Work Object Attribute: Low	Revenue Type Category

12. Save and publish.

Results:

Now you can define territories with a Revenue Type Category coverage, and use this information when assigning territories to revenue lines.