Schedule Territory Processes

You can make changes to many territories at one time using a territory proposal. If you schedule proposals to become active on certain dates, then you must schedule a background process to run periodically to perform the activation.

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

   • Offering: Sales

   • Functional Area: Territories

   • Task: Run Territory Proposal Activation

2. To run the process immediately, click Submit.

3. Schedule the Run Territory Proposal Activation process. Click Advanced.

4. Select Run Using a Schedule.

5. For Frequency, select Daily.

6. Select start and end dates and times.

7. Go to the Notification tab.

8. Click Create Notification.

9. Enter the email for the person who should receive notifications.

10. In the Condition field, you should select On Warning and On Error as a minimum.

11. Click Submit.