How to Implement Territory Custom Matching Attributes (CMA) with Sales Credit Allocation (Doc ID 1296268.1)

Last updated on JULY 15, 2022

Applies to:

Purpose

Custom Matching Attributes for Territory Manager Integration

For the Sales usage integration to OIC, Territory Manager provides 22 seeded qualifiers or matching attributes that are used to define territory rules.  This integration also allows you build territory rules that are defined with custom qualifiers in addition to the seeded ones.

The high level steps to configuring custom matching attributes (CMAs) are:

1. Just as you define matching attributes for use in calculation and classification, you will define matching attributes for use in sales crediting.  In particular, you will define the CN_COMMISSION_LINES_API attribute mapping to a Territory Manager qualifier for each CMA.  Note that as of 12.0+ ATTRIBUTE1 to ATTRIBUTE22 are pre-seeded to support the out of the box Account qualifiers, so CMAs should be defined to attributes beyond ATTRIBUTE22.  
2. Delete existing CMA meta data definitions prior to re-creating them.
3. Create CMA meta data definitions.

The intent of this document is to provide a sample script and instructions to illustrate how custom qualifiers are deployed.

For detailed information on Custom Matching Attributes, please refer to Territory Management - Custom Matching Attributes Technical Brief (Doc ID 2031651.1)

Scope

This note is intended for Incentive Compensation Implementers and Administrators.

Details

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