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FAQ - Fusion Territory Management (Doc ID 1497648.1)

Last updated on NOVEMBER 18, 2019

Applies to:

Oracle Fusion Territory Management - Version 11.1.4.0.0 and later
Oracle Fusion Territory Management Cloud Service - Version 11.1.4.0.0 and later
Information in this document applies to any platform.

Purpose

This document aims to answer some of the commonly asked questions about Oracle Fusion Territory Management.

Questions and Answers

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In this Document
Purpose
Questions and Answers
 Questions Regarding Territory Proposals
 Can I copy territory proposals?
 Can I view the details of a proposal that has already been activated?
 Questions Regarding Creating and Updating Territories
 Is there a limit on the total number of territories or the depth of the territory hierarchy?
 Does the owner of a territory need to be a Fusion user?
 Do territories support "effective dates"?
 Can the territory owner or administrator update their own territory?
 Is there a territory mass update function available in the UI?
 Can I create a territory for a sales rep that is "to be hired"?
 Can I undo or roll back changes that are made to a territory?
 Can different territory team members be defined to have different visibility to assigned work objects?
 Can there be "orphan" territories or territories without a parent?
 Questions Regarding the Coverage of a Territory
 Can I define a territory using an exclusion of a dimension member?  For example, can I define a territory to cover the U.S. excluding California?
 Can two or more territories cover the same areas?
 If I manually include an account to a territory, is it automatically excluded from the territory that would usually cover the account based on dimensions?
 Can territories be modeled using dimension members from different levels of the dimension member hierarchy?  For example, can one territory be defined to cover geographies at the state/province level and another territory defined to cover at the zip/postal code level?
 Are logical operators for defining dimensional coverages supported?  For example, can one territory be defined such that it covers "Geography=NY and Industry=Energy" and another territory be defined such that it covers "State=NY or Industry=Energy".
 Questions Regarding Assignments
 Can I manually assign territories to sales accounts, leads or opportunities?
 Can I define a different set of territories for assigning sales accounts, opportunities and leads?
 Can I set up orders of precedence for use as a tie breaker when more than one territory is a match for assignment?
 Questions Regarding Application Set Up and Administration
 How many dimensions need to be enabled at a minimum?
 Can I configure additional dimensions in addition to the 9 out of the box dimensions?
 Can I group zip/postal codes together into metro areas or perhaps boroughs?
 Can I add additional metrics beyond what is provided out of the box to Territory Management including ones where the source for the data comes from outside Fusion CRM?
 I just created a new sales account but it's not showing up in the account picker in Territory Management. Why?
 How is the default proposal owner specified in the profile option used?
 Can I leave all metrics disabled?
 Can I disable some of the dimensions when there are active territories in the system?
 How often should I schedule to run Stage and Promote process?
 Do I always need to Identify Visible Members before running Stage and Promote process?
 General Questions and Questions Regarding Feature Availability
 How are territories leveraged in Fusion CRM to support the core sales processes?
 Is there a way to bulk import territory data into the system and bypass the end user UI altogether?
 Can I create territories that are serviced by partners?
 Can I view or edit territory information using a map?
 Can I set up notifications that notify territory owners and team members of any changes that are made to a territory?
 Does Fusion Territory Management support approvals for territory proposals?
 Can I export territories and their coverage details for offline review?

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