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Running Concurrent Programs
6-12 Oracle Territory Management Implementation Guide
a.
Use the LOV to select the salesperson.
b. Select the sales group from the LOV.
c. Select the sales role from the LOV.
d. If you want to add another salesperson, then click Add Another Row and
repeat from step a.
7. If you want to remove a salesperson from the sales team, then perform the
following steps in the Remove Salesperson section:
a. Use the LOV to select the salesperson.
b. Select the salesperson’s sales group from the LOV.
c. Select the salesperson’s sales role from the LOV.
d. If you want to remove another salesperson, then click Add Another Row
and repeat from step a.
8. Click Apply.
Your changes are saved.
Guidelines
In order to remove a salesperson from the sales team you much select the exact
salesperson, group, and role combination that is on the sales team.
6.9 Running Concurrent Programs
It is important that the territory administrator runs the following concurrent
programs regularly.
After the concurrent programs run successfully, the Territory Manager module is
automatically updated to reflect the changes made to your territories.
The following table describes the function of the seeded concurrent programs.
- Oracle® Territory Management 1
- Contents 3
- 3 Implementation Overview 4
- 7 Verify the Implementation 6
- 8 Troubleshooting 6
- Send Us Your Comments 7
- Intended Audience 9
- How To Use This Guide 9
- Documentation Accessibility 10
- Other Information Sources 10
- Related Documentation 11
- Training and Support 14
- About Oracle 16
- Getting Started 17
- Introduction 19
- Oracle 9i Application Server 20
- The Oracle E-Business Suite 21
- Introduction 1-5 23
- 1.2.1 Components 24
- 1.2.2 Named Accounts 24
- 1.3 New in this Release 25
- New in this Release 26
- Before You Begin 27
- 2.2.2 Run Concurrent Programs 28
- 2.2.3 Test with a Lead 28
- Before You Begin 2-3 29
- Implementing Oracle Territory 31
- Management 31
- Implementation Overview 33
- Implementation Task Sequence 34
- 3.3 Multi-Org 36
- Phase I: Territory Planning 37
- Prerequisites 38
- Responsibility 38
- Navigation 38
- Guidelines 39
- 4.2.15 Qualifier Rules 54
- 4.2.16 Migrating Territories 54
- Sales Territory Qualifiers 55
- Service Territory Qualifiers 56
- 5.2 Qualifiers 60
- Customer Name 61
- Customer Name Range 61
- 5.2.2 Resource Qualifiers 62
- 5.2.3 Using Qualifiers 62
- 5.3 Territory Hierarchies 63
- 5.4 Territory Winning Rules 63
- Multiple Winners 64
- 5.10 Adding Subterritories 74
- Territories 77
- 6.1.2 Ongoing Maintenance 78
- 6.1.3 Annual Maintenance 79
- 6.4 Enabling Qualifiers 83
- 6.6 Creating Territory Groups 83
- Creating Territory Groups 84
- 6.10 Usage Implementation 90
- Part III 91
- Verify the Implementation 93
- Verification Tasks 94
- Troubleshooting 95
- 8.1.2 Comparison Operators 96
- 8.1.3 Additional Tips 96
- 8.4 Diagnostic Reports 98
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