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Steps For Creating a Simple Territory In Release 12 [ID 471005.1] Modified 07-JAN-2012 Type HOWTO Status PUBLISHED

Applies to:
Oracle Incentive Compensation - Version: 12.0.0 to 12.2 - Release: to 12.2 Oracle Advanced Collections - Version: 12.0.0 to 12.2 [Release: 12.0 to 12.2] Oracle Sales Foundation - Version: 12.0 to 12.2 [Release: 12.0 to 12.2] Oracle Territory Management - Version: 12 to 12.2 [Release: 12.0 to 12.2] Information in this document applies to any platform. Checked for relevance 07-JAN-2012

Goal
This HowTo describes in detail steps required for setting up simple Parent/Child Territories in Release 12

Solution DEFINE RESOURCES

1. Create User and add Responsibilities Navigate > System Administrator responsibility > Security > User > Define Enter user name and password Enter responsibilities (example - CRM Administrator, Territory Management, Oracle Sales Administrator, US HRMS Manager, System Administrator) 2. Create Employee record for the logged in User (required for Territory Management) Navigate > US HRMS Manager > People > Enter and Maintain > click New button Enter document Rate thisrequired fields ex.(Last, First, Title, Birth Date, select Gender, Action select 'Create Employment' -select Employee, enter social security number) 3. Import Employee record into CRM to be created as a Resource/Employee record Navigate > CRM Administrator responsibility >Resource Manager > Maintain Resources > Import Resources Name field query employee created in Step 2 Select search button - select employee to be imported Select Start Import button Window Set Resource Attributes enter role, ex. (Sales Representative or Sales Admin or Sales Manager or Sales approver or Sales consultant). Select OK button Select records then click Save Resource button - a message will display stating 'APP-JTF-380276: The select resource have been imported successfully. Click OK. 4. Create valid Group with valid Roles and assign usage 'Oracle Sales and Telesales' and add the Resources and add Group valid Member Roles Navigate > CRM Administrator responsibility > Resource Manager > Maintain Resources > Groups Enter Name, Description Members tab, enter Category = Employee, Name = query imported resource/employee record/s Roles tab, enter Role type = Sales, Role = (Sales Representative or Sales Admin or Sales Manager or Sales approver or Sales consultant). Used In tab, enter Application Areas = Sales and Telesales Members tab place cursor on employee click Member Roles tab. Enter group member roles - Role type= Sales, Role= (Sales Representative or Sales Admin or Sales Manager or Sales Approver or Sales consultant) 5. Link Resource to the logged in User on User Define Form Navigate > System Administrator responsibility > Security > User > Define Query logged in user Person field, query resource created in Step 3, save. 6. Verify Resource is linked to the User field on Resource define form Navigate > CRM Administrator responsibility > Resource Manager > Maintain Resources > Resources Query name Select find button - Resource Detail button to launch Resource Define form User name field enter logged in username Save Log out of Oracle Applications. 7. Log in Oracle Applications with sysadmin User to access User Management module to assign the required Roles to use Territory Management. Navigate > User Management responsibility > Users Query user name. Click Go button - record/s should appear as expected Click on the update pencil icon, notice by default the user has some roles already setup but more are required. Click Assign Roles button to add roles Search roles and responsibility, roles to add or select: select - Territory Maintenance select - Territory Manager Application Administrator select - Territory Reports View Operations select - Sales Territory Maintenance select - Sales Territory User select - Sales Territory Administrator select - Matching Attributes Enabling select - Sales Team Search Service roles add - Service Territory Administrator Collection roles add - Collection Territory Administrator, Collection Territory Maintenance Trade Management role add - Trade Management Territory Administrator Save then apply

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8. Enable matching attributes for usages required. Navigate > Territory Management > Territory Manager Application Setup > Enable Matching Attributes Select operating unit > select usage > select transaction type > click Go Enable matching attributes required > make sure the attributes are checked > click Apply 9. Setup territory types for the required usages in order for territories to get created and matching attributes LOV to work correctly. Navigate > Territory Management > Territory Administration > Territory Types Select > select Operating Unit, select usage required, select Transaction, click Go Click create button to define territory types. NOTE: If attributes do not appear on this page is because step 8 has not been properly setup.

TO CREATE TERRITORIES
1. Login with the User created in Step 1. to create Territories Navigate > Territory Management > Territories. To create a new Territory, (if Territory types are not setup, define new Territory types or use existing Territory types as mentioned above in step 9). Click on Territory types tab > select Operating Unit, select usage, Transaction select, click Go button Click on Create button, enter Territory type name, description Transaction section - click on Add Another Row button to add Transactions. (example for Sales - Account, Lead, Opportunity ,etc). Attributes section click on Add Another Row button select attributes. Click Apply button To Create Territories - select Territories tab, select Operating Unit, select usage (example - Sales) Click Go button, notice that all Sales Territories are displayed. Select the Catch All which is the Operating Unit name then click on create button. Select Territory type and select continue button Enter required fields. Verify Parent Territory Name is correct (if not select the correct parent territory). Enter Territory Name Description, Rank, number of winners. Click Next button. Note: Access field default - Setting this field to Self Service requires Resources with Manager roles be assigned to these Territories. If the Territory has 'Access to Self Service Flag' set, then only Sales Managers will show up in the resource LOV. In 11.5.10 for creating Self Service Geography Territories, users had a step to add the roles. In Release 12, Territories combined the Roles page and the Resource page. Hence if users choose "Available for Self Service", you have to enter a role for geography assignment in Self Service.

Add resources, click on Add Another Row button > select Resource Type (Individual, Group,Team), query and select Resource/s. Click Next button Add Geographies/Transaction qualifiers > for example Geographies = Country = nnnn, add attribute 'United States', click Next button Add Additional Matching Attributes (not mandatory) Select Finish button A simple Territory has now been created. 2. To Create Child/Sub-Territories Select Territories tab > select Operating Unit, select usage (example - Sales) Click Go button, notice all Sales Territories are displayed. Select the Territory for which the Child/Sub-Territory will exist under Click Create button. Select territory type, select continue button Enter required fields. Verify Parent Territory Name is correct (if not select the correct parent territory) Enter Territory Name, Description, Rank, number of winners, click Next button Add resources, click on Add Another Row button > select Resource Type (Individual, Group, Team), query and select Resource/s, click Next button Add Geographies/Transaction qualifiers, for example Geographies= Country = , add attribute 'United States' Click Next button Add Additional Matching Attributes(not mandatory) Select Finish button A Child/Sub-Territory has now been created. 3. Run STAR (Synchronize Territory Assignment Rules) Program This builds the Territory Assignment rules and returns the winning Territories and Resources attached to the winning Territories, which are defined in Territory setup. Navigate> Territory Management responsibility> Requests> Schedule Search program name = Synchronize Territory Assignment Rules>> click Next button Select Usage 'Sales' for which Territories were created. Options for Run Mode are as follows: Total Refresh = Run if it is the first time running the program or upgrade or system refresh. Incremental Refresh = Run if Total refresh has already been run and process changes in territories. Date Effective Refresh = Run to assign resources for a specific date range. Start date/ End date not required Click Next button Schedule not required Click Next button Notification information not required Click Next button Printing information not required Click Next button Submit Note Request Id Click OK Refresh until Program completes successfully. Note: If the program fails then set the following profiles at User level and rerun the program. Locate the Log and review for errors:

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FND: Debug Log Enabled to 'YES' FND: Debug Log Level to 'Statement' FND: Debug Log Module to '%' Run the following query in Toad or SQLPLUS to review the request_id which failed:

select to_char (timestamp,'DD-MON-YY HH24:MI:SS') "TIMESTAMP", module, message_text, log_sequence from fnd_log_messages WHERE trunc(timestamp) = trunc(sysdate) AND process_id = (SELECT os_process_id FROM fnd_concurrent_requests WHERE request_id = &request_id) AND module not like 'fnd%' ORDER BY log_sequence;

4. Run Assign Territory Access Programs to assign Sales Territories Navigate> Oracle Sales Administrator responsibility> Concurrent Requests> Run Select Single Request to run Assign Territory Access For New Mode Select Request Set to run Assign Territory Access for Total Mode Select parameters 'Account' = Yes, 'Lead'= Yes, and 'Opportunity'= Yes for assignment to work Note - If program fails then set following profiles at User level, rerun the Program and locate the Log and review for errors: FND: Debug Log Enabled to 'YES' FND: Debug Log Level to 'Statement' FND: Debug Log Module to '%' Run the following query in Toad or SQLPLUS to review the request_id which failed

select to_char (timestamp,'DD-MON-YY HH24:MI:SS') "TIMESTAMP", module, message_text, log_sequence from fnd_log_messages WHERE trunc(timestamp) = trunc(sysdate) AND process_id = (SELECT os_process_id FROM fnd_concurrent_requests WHERE request_id = &request_id) AND module not like 'fnd%' ORDER BY log_sequence;

Related Products Oracle Oracle Oracle Oracle Keywords ASSIGN TERRITORY ACCESSES; DEFINE TERRITORIES; DYNAMIC ADV BEST PRACTICES; RANKS; REFRESH; REQUEST SET; SELF SERVICE; TERRITORY ACCESSES Errors JTF-380276 E-Business E-Business E-Business E-Business Suite Suite Suite Suite > > > > Sales & Marketing > Incentive Compensation > Oracle Incentive Compensation Financial Management > Credit to Cash > Oracle Advanced Collections Sales & Marketing > Sales > Oracle Sales Foundation Sales & Marketing > Sales > Oracle Territory Management

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