Oracle B10553-01 Manuel d'utilisateur Page 4
- Page / 98
- Table des matières
- DEPANNAGE
- MARQUE LIVRES
Noté. / 5. Basé sur avis des utilisateurs
iv
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 Named Account Territories ................................................. 3-2
3.1.0.4 Phase IV: Managing Territories ............................................................................ 3-2
3.2 Implementation Task Sequence........................................................................................... 3-2
3.3 Multi-Org................................................................................................................................ 3-4
4 Phase I: Territory Planning
4.1 Planning Your Territories..................................................................................................... 4-1
4.2 Sales Territory Planning Example....................................................................................... 4-3
4.2.1 Step 1: What business objects are we assigning?....................................................... 4-5
4.2.2 Step 2: What qualifiers should we use?....................................................................... 4-5
4.2.3 Step 3: Territory hierarchy - Define date effectivity and number of winners ....... 4-6
4.2.4 Step 4: Territory hierarchy – Define Catch Alls ......................................................... 4-7
4.2.5 Step 5: Territory hierarchy – Placeholder territories................................................. 4-8
4.2.6 Step 6: How to implement named account territories.............................................. 4-8
4.2.7 Step 7: How to implement geographic territories ..................................................... 4-9
4.2.8 Step 8: How to support overlays................................................................................ 4-10
4.2.9 Step 9: What is an appropriate territory hierarchy for overlays?.......................... 4-11
4.2.10 Step 10: What rank should each territory have?...................................................... 4-15
4.2.11 Step 11: Have you met all your business requirements?........................................ 4-15
4.2.12 Leverage Territory Hierarchies and Inheritance ..................................................... 4-15
4.2.13 Leverage Territory Ranking and Number of Winners ........................................... 4-16
4.2.14 Appropriate Choice of Qualifiers............................................................................... 4-16
4.2.15 Qualifier Rules.............................................................................................................. 4-18
4.2.16 Migrating Territories.................................................................................................... 4-18
4.3 Sales Territory Qualifiers.................................................................................................... 4-18
4.4 Service Territory Qualifiers................................................................................................ 4-20
- 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
© 2020, manymanuals.fr. Tous droits réservés | 0.054 s |
Manymanuals.com
Manymanuals.de
Manymanuals.fr
Manymanuals.it
Manymanuals.pl
Manymanuals.cz
Manymanuals.es
Manymanuals-pt.com
Commentaires sur ces manuels