Sales Account Territory Service

A service to create, update, get, or find sales account territories.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/crmCommon/salesParties/salesAccountTerritoryService/}SalesAccountTerritoryService

Service WSDL URL: https://servername/crmService/SalesAccountTerritoryService?WSDL

Logical Business Objects

  • CRM : Customer Center : Sales Party

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Handles

Sales Account Territory

Operations

getSalesAccountTerritory

Retrieves a specific sales account territory details record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

sAccountTerritoryId

long

Identifier of the sales account territory.

Response Payload

Element Name Type Description

result

Sales Account Territory

The sales account territory details that matches the inbound key attributes.

createSalesAccountTerritory

Creates a sales account territory details for a sales account.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountTerritory

Sales Account Territory

Sales account territory details to be created.

Response Payload

Element Name Type Description

result

Sales Account Territory

Result of the operation includes the successfully created sales account territory details and/or a list of warnings or informational messages.

deleteSalesAccountTerritory

Deletes operation for sales account territory details.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountTerritory

Sales Account Territory

Sales account territory details to be deleted.

Response Payload

Element Name Type Description

result

void

A list of warnings or informational messages encountered when deleting the object.

mergeSalesAccountTerritory

Merges operation for sales account territory details. It will perform an update if the object exists, or an insert if the object doesn't already exist.

Life Cycle Status: Active

Request Payload

Element Name Type Description

salesAccountTerritory

Sales Account Territory

Sales account territory details to be merged.

Response Payload

Element Name Type Description

result

Sales Account Territory

Result of the operation includes the successfully merged sales account territory details and/or a list of warnings or informational messages.

findSalesAccountTerritory

Finds operation for sales account territory details.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The criteria used to limit your query result, such as the filter (where clause), the fetch size, etc.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

Method not currently used.

Response Payload

Element Name Type Description

result

Sales Account Territory

Result of the operation including a list of sales account territory details that satisfy the inbound criteria and any warnings or informational messages encountered during the invocation.

findSalesAccountTerritoryHierarchy

Finds operation for sales account details filtered by Territory Id. Get a list of accounts directly associated to this territory and its descendent territories. Get the complete account data object. This is a composite service.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

The criteria used to limit your query result, such as the filter (where clause), the fetch size, etc.

BindTerritoryId

long

Territory identifier.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

Method not currently used.

Response Payload

Element Name Type Description

result

Sales Account Territory

Result of the operation including a list of sales account territory details that satisfy the inbound criteria and any warnings or informational messages encountered during the invocation.

getDfltObjAttrHints

Retrieves user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.

Life Cycle Status: Active

Request Payload

Element Name Type Description

viewName

string

The service view usage name, an internal name for the service data object. Specify the value of the <name> element from the getEntityList operation response payload.

localeName

string

The locale to use when evaluating locale-based user interface hints. The localeName is in ISO 639-1 format.

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ObjAttrHints

The label and user interface hints for the specified service data object and its attributes in a name-value pair format.

getServiceLastUpdateTime

Returns the date and time when the schema files referenced in the service definition last changed.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp

The date and time when the service definition last changed in ISO 8601 format.

getEntityList

Gets the list of service data objects defined on this service.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

{http://xmlns.oracle.com/adf/svc/types/}ServiceViewInfo

A list of service data objects defined on this service. For each service data object, the result includes the QName, internal name, and Boolean values indicating whether create, update, merge, and delete operations can be performed on the object.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name Privilege Code Privilege Name Privilege Description

createSalesAccountTerritory

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

deleteSalesAccountTerritory

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

findSalesAccountTerritory

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

mergeSalesAccountTerritory

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

getSalesAccountTerritory

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

findSalesAccountTerritoryHierarchy

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

Manage Sales Account Team

Allows managing and maintaining the sales account teams.

Privileges to Duty Roles Mapping

Privilege Code Granted to Duty Role Code Granted to Duty Role Name Granted To Duty Role Description

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

Marketing Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal marketing users. Additional duties include viewing of appointments, interactions, and customer contacts.

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

ORA_ZCM_PARTNER_SALES_PARTY_MANAGEMENT_DUTY

Partner Sales Party Management

Manages creation and maintenance of sales organizations and consumers for partners. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts. This role has limited access to customers and contacts.

ZCM_MANAGE_SALES_ACCOUNT_TEAM_PRIV

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code Granted to Duty or Job Role Code Granted to Duty or Job Role Name Granted To Duty or Job Role Description

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_OKC_ALL_BUSINESS_UNITS_CONTRACT_INQUIRY_DUTY_CRM

Contract View Access Across All Contracts

Views all contracts across an enterprise.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_ZCM_SALES_PARTY_REVIEW_DUTY

Sales Party Review

Allows resources read-only access to sales parties information such as manage customer work area and all sales party duties. Additional duties include view access to other customer and sales lead features.

ORA_ZCM_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.

ORA_ZCM_MKTG_SALES_PARTY_MANAGEMENT_DUTY

ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY

Trading Community Import Batch Management

Manages trading community data import batches.