Filter Sales Catalog Display by Territory

You can configure whether the sales catalog displays only product groups and products within a user's sales territories, or if it displays all product groups and products defined in the catalog.

Furthermore, you can configure whether to have territory filtering off by default, and to let users turn the territory filter on or off.

In the sales catalog runtime UI, the territory filter appears as follows, if enabled:

• While browsing the catalog, users can select the Filter by Territory option in the Settings menu. For example, while editing an opportunity, a sales representative clicks Browse Catalog on the Products table, which launches the catalog where she can browse product groups and products. In the Settings menu, she enables the Filter by Territory option, to have the display of product groups and products limited to only those in her assigned territories.

• While searching for products or product groups, users can select the Filter by Territory check box. For example, while editing an opportunity, a sales representative searches in the products or product groups lists in the Product table. In the Select: Products or Product Groups pages, she enables the Filter by Territory check box, to have the display of product groups and products limited to only those in her assigned territories.

Set Territory Filter Options

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 the following:

   • 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.