Territory Management
Discussion List
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN… -
how to delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Bulk Update Classification Subtab for Accounts for TerritoriesSummary: Following the thread : Territories using Standard FCL as Dimension Content (please ensure you mask any confidential information): We are using 7 Business Units …
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Territories using Standard FCL as DimensionSummary: Using Business Unit Custom FCL to assign territories Content (please ensure you mask any confidential information): Hello, We have a new implementation on terri…
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Can we setup Territories for Opportunities without product line/ Revenue lines setup?Summary: Opportunity Territory set up without Revenue lines and Product Line configuration Content (please ensure you mask any confidential information): Hello, Can we c…
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Add Territory Team to Partner Team on Territory AssignmentSummary: On territory Assignment on Partner the Team Members from territory do not get Added to Partner Team Automatically. Is there a Customized workaround for this? Co…Anubha Vijayvergiya-Oracle 11 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales
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Territory Precedence/Territory Function multi selectSummary: We checked the oracle documentation https://docs.oracle.com/en/cloud/saas/sales/oasal/steps-to-implement-territories.html#s20063731 and tried to make Territory …
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Complimentary Data Health CheckSummary Understand the accuracy and quality of your address, email, and phone dataContent Oracle, in partnership with Loqate, will now be offering a no-cost address data… -
unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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How to catch the trigger in groovy script in Sales Territory?Summary: How to caatch the trigger in groovy script in Sales Territory when the Dimensional Coverage or the Customer Inclusion is added or updated? Content (required): S…
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Not able to view results of 'View Gaps' and 'View Overlays' in TerritorySummary: Hi, We have configured territories and for few territories at same level, we have given same dimensions. We tried to view overlays and view gaps, but we are get… -
Display the city names in a different language while the User language is still English?Summary: Content (please ensure you mask any confidential information): Our clients have a requirement. We need to display the City, State names etc in their country's l…
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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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How can I see the Territory that was created from my Resource Hierarchy?Summary: How can I see the Territory that was created by the Refresh Territories from Resources process and that is said to mirror my resource hierarchy Content (please … -
Territory assignment when the territories are based on the Resource Hierarchy.Summary: I want to do Opportunity Territory assignment when the territories are based on the Resource Hierarchy. My Resource Hierarchy is built, and My territories are g…
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View the Hierarchy of contacts at a customerSummary: We are looking at how we can create relationships within an account to display a manager to Individual contributor relationship. Content (please ensure you mask…
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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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Access to modify Sales TerritorySummary: Access to modify Sales Territory Content (please ensure you mask any confidential information): We granted access to users to modify the teams members of territ… -
How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin…
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Can custom attributes be used in Get Calls to query or filter out data on Territory ObjectSummary: We've introduced a custom attribute within the Territory object and are looking to integrate it as a filtering or querying parameter for the Get All Territory A…
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Documentation on how to implement Custom Territory Dimension: Using Extension DimensionHello, Everyone. I would like to seek for your Expertise regarding Territory Setup for CX Cloud. I have some experience on configuring Territory Dimensions especially fo…Christian Gerald Patacsil 51 views 5 comments 0 points Most recent by Christian Gerald Patacsil Sales
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How to delete a territory dimensionSummary: I need to delete the "Sales Channel" dimension but I don't see the option enabled. How can I delete this dimension? Content (please ensure you mask any confiden…
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Best practice to re-assign a sales team when the sales leader leavesSummary: The current sales leader is no longer with the organization. What is the best practice to put in a new sales leader so the Hierarchy, Territories, Quotas, etc a…
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How to get time zone based on ZIP code on Account UI Page ?Business wants to display TIME ZONE of an account based on its ZIPCODE from Address. So suppose a account Zip Code is 77219 for Address ( PO BOX 130548,HOUSTON, TEXAS HA…
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Territory Resource Centric assignment limitationsSummary: Territory Resource Centric assignment limitations Content (required): Hi, Is there any way to overcome the standard application behavior when assigning opportun…Waleed Abou Elhamd-Oracle 51 views 3 comments 0 points Most recent by Daniel Moraru-Support-Oracle Sales
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Territory-Quota-ForecastSummary: Implementation use case Content (required): We do not have auto assignments. Accounts are created by respective users or Mr.X creates an account and assigns it …
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Territory based Lead Assignment is not workingSummary: We have enabled Territory based assignment from profile options as per oracle documentation below: After running the assignment manually from UI on leads, assig…