User-Defined Territory Assignment Considerations

If you use user-defined assignment flows to assign territories to user-defined objects, consider these points:

  • You can assign territories to user-defined objects using rule-based assignment. Territory-based assignment isn't supported.

  • You can't use territory coverage, such as geography or product, in the assignment processing of territories to a user-defined object. Instead, you must use the standard fields on a territory, such as name, number, or owner, along with any user-defined fields. Assignment processing uses the standard fields on a territory, in addition to using the standard and user-defined fields on the user-defined object.

  • Oracle recommends that you use the Territories feature to create and maintain territories, so that the latest active territory details are available.