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

   • Offering: Sales

   • Functional Area: Users and Security

   • Task: Manage Resource Organization Hierarchies

2. On the Manage Resource Organization Hierarchies page, click Search.

3. In the search results, click the Internal Resource Organization Hierarchy link.

   This value is supplied by Oracle. The View Organization Hierarchy: Internal Resource Organization Hierarchy page appears.

4. From the Action menu, select Edit This Hierarchy Version.

   The Edit Organization Hierarchy Version page appears.

5. Click Add in the Internal Resource Organization Hierarchy region.

   The Add Tree Node window appears.

   

6. Click Search.

   The Search Node window appears.

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.

   The application returns you to the Edit Organization Hierarchy Version page.

10. Click Save and Close.

11. When a warning appears, click Yes.