Corporation Video Game Keyboard User Manual

Specifying Resources for a Territory
Phase II: Setting Up Territories 5-15
Login
Log in to Oracle Forms.
Responsibility
CRM Administrator
Navigation
Territory Manager > Territory Administration > Administration > Define Territory
Double-click the territory in the Tree Navigator
Steps
1. If the Resource Qualifiers tab is not used (Manually Assign Resources): Use
the list of values (LOV) to enter the resources in the Name fields if you know
exactly which resources used in this territory.
2. If the Resource Qualifiers tab is used (Auto-Assign Resources), then perform
the following steps:
a. Click Auto Assign Resources if resource selection criteria are entered in the
Resource Qualifiers tab.
The Qualifying Resources window displays a list of people that fit the
resource qualifier’s values you have entered.
b. Select the people you want to assign to this territory by checking the Assign
check box next to their names.
c. Click OK and return to the Resources tab.
3. Check the Primary Contact check box next to the resource who becomes the
primary contact for the territory.
4. For each resource you can add start and end dates to limit their participation.
5. For each resource, select the transaction types you want them to access in the
Access Type field.
Note: If no people or the wrong people are found, then go back to
the Resource Qualifiers tab and enter a different set of resource
qualifier values, or select resources manually in the Resources tab.