Territory Management
Discussion List
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How to implement Territory Assignment for Prospect type Accounts?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: Is it possible to have the functionality of Territory As…Umamaheswarareddy Ambati-Support-Oracle 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales -
How to apply filter on Assets, based on Account team/Territoy**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to enable a filter where the user could filter the assets base…Umamaheswarareddy Ambati-Support-Oracle 51 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Records updated by Account Assignment ProcessSummary: What is the best way to view which accounts had their assignment changed/updated as a result of an account assignment job run? Content (required): We know we ca…
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Enable Assignment Rules for Accounts "Manage Customer Center Assignment Rules"Summary: Can some one provide me documentation regarding enabling Assignment Rules for Accounts. I couldn't find the document any where. When we are trying to create the…
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Early Adopter Beta Access to Improve Performance Processing for Account Territory AssignmentWe are offering early adopter access to our Improve Performance Processing for Account Territory Assignment feature in Oracle CX Sales. I'm Josephine Cassidy, and I can … -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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Massive renaming of Unique Territory Number without affecting current assignmentsSummary Make the UTN correspond to our ERP territory FK to simplify integrationContent Until the appearing of the Unique Territory Number [UTN] we managed the sales terr… -
Using Sales territory coverage Vo (TerritoryDimensionalityPVO )in GroovySummary Not able to use Sales territory coverage Vo (TerritoryDimensionalityPVO )in groovyContent Hi All, i'm trying to fetch territory name based on the coverage, and i…
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Feature Spotlight: Estimated CompensationSummary New Video and Content Focused on Estimated Compensation FeatureContent Are your sales reps tired of not knowing what their compensation will be for a particular … -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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Territory Members Not Added To The Account after Territory Assignment processSummary Territory Members Not Added To The Account after Territory Assignment processContent Hi Team, The territory Team member is not getting assigned to the Account af…
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How to set up Root territoryContent We have a requirement to implement the Territory management for Sales Office defaulting at the Order level based on the Customer Zip code. I understood that this… -
Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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Can we assign Territories to Leads during create and update and for Opportunities while update autoSummary Can we assign Territories to Leads during create and update and for Opportunities while update automatically with any profile optionsContent Hi Team, We want to …
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Internal Resource Organization Structures are different in English and Other Language sessions.Content Hi Team, The Internal Resource Organization structure hierarchies are different when we login with English and Japanese sessions. It seems like when we create Or… -
Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while usiSummary Can we use any other field in Manage Sales Assignment Manager Objects other than Batch tag while using opportunity Aux dimentionContent HI, is there any other av…
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Inheritance TerritoriesSummary An overview and demonstration of inheritance territories, and the recent performance updatesContent Inheritance territories enable simpler territory management f…
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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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Territory team of Parent partner can see child partners opportunities?Summary Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territoryContent Hi All, We have de…
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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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Opportunity Management AccessSummary need to limit the data access in opportunity based on below criteriaContent is there away to create data access right for opportunity without using groovy script…
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Filtering Contacts using SQL predicateSummary Filtering Contacts using SQL predicateContent There is a custom multi-select Fixed choice list field on Contact. The values in this field and Territory name are …
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REST API to get Account TerritoriesSummary Need a REST API to get list of Territories allocated to specific AccountContent Is there a REST API which can fetch list of Territories allocated to specific Acc…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question … -
Resources and Resource OrganizationsContent If users are not using resource organizations and resource hierarchy in Oracle Cloud as the source of truth in their systems and dont want to maintain it for eve…
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Browse catalog restrictionSummary Browse catalog restrictionContent Hello Team, I have 2 business line , 1 segment sells refrigerator and other segment sells sofa . So here 1segment should not vi…
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Automatic Territory Assignment Options Besides Profile Option - Assignment Submission at Save EnableContent Hi, We've recently experienced that the territory assignment assignment isn't running automatically with the opportunities. We had to manually trigger via 'Save …