Steps to Implement Territories

When you set up territories, these are the overall steps you follow.:

1. Plan how you want to define the boundaries of your territories. Which dimensions do you need to define the coverage?

2. Prepare the data you need to define your territory coverage. If you plan to assign accounts directly to each territory, then you need customer data. A dimension requires data (for example, geography) before you enable it.

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

   • Offering: Sales

   • Functional Area: Territories

4. Use the Define Default Proposal Owner task to set this profile option.

5. Start the Enable Dimensions and Metrics task.

6. Click Edit to make changes to existing settings.

7. In the Dimensions region, click Select and Add to add and enable dimensions.

8. In the Additional Options region, you can choose to enable Territory Precedence.

   Included accounts have priority over dimension coverage when assigning accounts to territories with the same function name. If you don't assign functions to territories, then included accounts have priority over all other territories. Enabling this option disables metrics, assignment preview, and territory validations.

9. Enable metrics that you want to see when comparing territory proposals.

10. Run Load and Activate to activate all of your settings and perform any data loading required according to your choices.

11. If you enable Territory Precedence and you want to assign function names to territories, then enter values for the Territory Function ORA_MOT_TERRITORY_FUNCTION lookup type.

12. Use the Run Territory Proposal Activation task to schedule background processes.

13. Create your hierarchy of territories.