1. How do I create and manage users?
  2. Designate an Organization as the Top of the Sales Hierarchy

Designate an Organization as the Top of the Sales Hierarchy

After you create the resource organization for the top person in the sales organization hierarchy, for example, the CEO, you can designate that resource organization as the top organization in the sales hierarchy.

If you don't explicitly designate the top organization, the application automatically builds the resource organization hierarchy based on the management hierarchy you specify when you create users. You must enter a manager for each user you create, except for the manager at the top of the resource hierarchy.

Designating the Top of the Sales Hierarchy

Here are the steps to designate a resource organization as the top of the sales hierarchy:

  1. Navigate to Setup and Maintenance and go to: Sales offering > Users and Security functional area > Manage Resource Organization Hierarchies task.
  2. On the Manage Resource Organization Hierarchies page, search for and select Internal Resource Organization Hierarchy. This value is supplied by Oracle.

  3. The appears.

  4. In the View Organization Hierarchy: Internal Resource Organization Hierarchy page, select Edit This Hierarchy Version from the Actions menu.

  5. In the Edit Organization Hierarchy Version page, click Add in the Internal Resource Organization Hierarchy region.

    The Add Tree Node window appears, as shown in this sample screenshot:

    Add Tree Node window
  6. Click Search.
  7. Click Search again in the Search Node window.
  8. In the Search Results list, select the resource organization that you created for the top person in the hierarchy.
  9. Click OK.
  10. In the Edit Organization Hierarchy Version page, save your work and close the page.
  11. If a warning appears, click Yes.

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