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Oracle® Territory Management
Implementation Guide
Release 11i (11.5.9)
Part No. B10553-01
April 2003
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Oracle Territory Management Implementation Guide, Release 11i Part No. B10553-01 Copyright © 2003 Oracle Corporation. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information of Oracle Corporation; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent and other intellectual and industrial property laws. Reverse engineering, disassembly or decompilatio
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Contents Send Us Your Comments .................................................................................................................. vii Preface............................................................................................................................................................ ix Intended Audience ................................................................................................................................ ix How To Use This Guide ....
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Part II Implementing Oracle Territory Management 3 Implementation Overview 3.1 Process Description ............................................................................................................... 3-1 3.1.0.1 Phase I: Territory Planning .................................................................................... 3-2 3.1.0.2 Phase II: Setting Up Territories ............................................................................. 3-2 3.1.0.3 Phase III: Creating Nam
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5 Phase II: Setting Up Territories 5.1 Overview of Creating Territories........................................................................................ 5-1 5.2 Qualifiers ................................................................................................................................ 5-2 5.2.1 Transaction Qualifiers ................................................................................................... 5-2 5.2.1.1 Sample List of Seeded Transaction Qualifi
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Part III Post Implementation Tasks 7 Verify the Implementation 7.1 Verification Tasks .................................................................................................................. 7-1 8 Troubleshooting 8.1 Tips for Fine-tuning Territory Assignment Performance................................................ 8-1 8.2 If the Generate Territory Packages Fails ............................................................................ 8-2 8.3 Frequently Asked Questions (FAQ
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Send Us Your Comments Oracle Territory Management Implementation Guide, Release 11i Part No. B10553-01 Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most? If you find any
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viii
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Preface Intended Audience Welcome to Release 11i of the Oracle Territory Management Implementation Guide. This guide assumes you have a working knowledge of the following: The principles and customary practices of your business area. Oracle Territory Management If you have never used Oracle Territory Management, Oracle suggests you attend one or more of the Oracle Territory Management training classes available through Oracle University. The Oracle Applications graphical user interface.
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Chapter 4 covers the planning phase of the implementation. Chapter 5 explains how to enable qualifiers as part of the implementation. Chapter 6 provides the procedures for creating territories. Chapter 7 covers verifying the implementation. Chapter 8 contains troubleshooting tips. Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes f
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Related Documentation Oracle Territory Management shares business and setup information with other Oracle Applications products. Therefore, you may want to refer to other product documentation when you set up and use Oracle Territory Management. You can read the documents online by choosing Library from the expandable menu on your HTML help window, by reading from the Oracle Applications Document Library CD included in your media pack, or by using a Web browser with a URL that your system a
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Installing Oracle Applications This guide provides instructions for managing the installation of Oracle Applications products. In Release 11i, much of the installation process is handled using Oracle Rapid Install, which minimizes the time to install Oracle Applications, the Oracle8 technology stack, and the Oracle8i Server technology stack by automating many of the required steps. This guide contains instructions for using Oracle Rapid Install and lists the tasks you need to perform to fin
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information to help you build your custom Oracle Forms Developer 6i forms so that they integrate with Oracle Applications. Oracle Applications User Interface Standards for Forms-Based Products This guide contains the user interface (UI) standards followed by the Oracle Applications development staff. It describes the UI for the Oracle Applications products and how to apply this UI to the design of an application built by using Oracle Forms. Other Implementation Documentation Multiple Reporti
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Oracle Workflow API Reference This guide describes the APIs provided for developers and administrators to access Oracle Workflow. Oracle Applications Flexfields Guide This guide provides flexfields planning, setup and reference information for the Oracle Territory Management implementation team, as well as for users responsible for the ongoing maintenance of Oracle Applications product data. This manual also provides information on creating custom reports on flexfields data. Oracle eTechnica
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Support From on-site support to central support, our team of experienced professionals provides the help and information you need to keep Oracle Territory Management working for you. This team includes your Technical Representative, Account Manager, and Oracle’s large staff of consultants and support specialists with expertise in your business area, managing an Oracle8i server, and your hardware and software environment. OracleMetaLink OracleMetaLink is your self-service support connection
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When you use Oracle Applications to modify your data, Oracle Applications automatically checks that your changes are valid. Oracle Applications also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes. About Oracle Oracle Corporation develops and markets an inte
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Part I Getting Started This section of the contains the following chapters: Chapter 1, "Introduction" Chapter 2, "Before You Begin"
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1 Introduction This chapter provides information on the following topics: Section 1.1, "The Oracle E-Business Suite" Section 1.2, "Oracle Territory Management Overview" Section 1.3, "New in this Release" 1.1 The Oracle E-Business Suite The Oracle E-Business Suite is a comprehensive web-based answer for business-to-business (B2B) and business-to-consumer (B2C) selling, marketing, and servicing through the Internet. The Oracle E-Business Suite consists of front-office Customer Relationsh
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The Oracle E-Business Suite (OLTP), query-intensive data warehouses, and high capacity web sites. Because the Oracle database is available on many different platforms, applications can scale from handheld to laptop to desktop to enterprise providing consistent information over multiple channels. Oracle 9i Application Server The Oracle 9i Application Server (Oracle 9iAS) is a middle-tier server which independently delivers the technology needed to build web sites and applications, create per
