Territory Management
Discussion List
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Assign Territories based on Parent Account attributeSummary: Is it possible to have a child account be assigned territories based on his parent account information. Version (include the version you are using, if applicabl… -
How to assign same territory from parent account to its child hierarchy?Summary: Hi, When we have an account hierarchy where the parent account has few different attributes than child accounts, but we want same territory to be assign to all … -
Does Territory assignment work with multiple fieldsQuestion : Does the system allow you to assign territories based off of geographic element AND another field value? Example: we have geographic assignment for all of out…Kyler Thomas-Support-Oracle 21 views 3 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales
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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 … -
Can I use custom Opportunity or Opportunity Revenue attributes in Territory assignment?Summary: How can we use custom Opportunity (or Opportunity Revenue) attributes as Territory assignment Dimensions? Content (required): We have 4 custom attributes in the… -
Limit Products by logged userSummary: Is it possible to limit visible products on catalog based on logged user? Content (required): Hi Community. We have a requirement that each user (sales rep for …
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Territory Custom Dimensions OverviewSummary: This is an overview and demonstration of the Territory Management custom dimensions feature. Content (required): Sales organizations can use up to 10 custom dim…
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Territory Assignment to Opportunities Using Custom Dimensions: Setup and DemoSummary: Overview of the Territory Custom Dimensions feature and a demonstration of the one-time setup steps to enable a Line of Business custom dimension and update the…
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role -
Resolving Gaps and Overlaps based on Account Territory AssignmentsSummary: Using the sample territory gaps and overlaps BI reports, you'll be able to monitor gaps and overlaps in territory coverages for Prime territories assigned to ac…
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Reduce Admin Burden when Resolving Gaps and Overlaps using Territories WorkspaceSummary: Workspace is a key differentiator for our customers and Territories Workspace provides an number of features for the sales operations team. Demos are available …
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How to add two quotas on territory level?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: The customer has the requirement to have two quotas on …Matei Niculescu-Support-Oracle 21 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th…
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How can we visualize sales territories?**This post was created as part of a How-To Service Request (SR) Release: 22B Summary of the question: Does Oracle Sales Cloud provide any solution to visualize and map …
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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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
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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… -
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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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 …