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Unable to select Rep as Territory Owner (Doc ID 1524545.1)

Last updated on NOVEMBER 29, 2019

Applies to:

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

Goal

Within Oracle Fusion CRM, trying to assign a sales rep "<Sales Rep Name>", as the territory owner but "<Sales Rep Name>" does not appear within the search. Completing the following process.
Navigate -> Territories and Quotas
Clicked on -> Current Territory Proposals
Then Edited the Territory Details
Then in the summary, would like to update the owner of the territory to a new rep "Vanessa" but cannot see this rep when searching.

The rep "<Sales Rep Name>"" has the following resource roles assigned

1) ALL USERS
2) Sales Manager
3) Sales Administrator

How to add this user as the territory owner?

Able to add "<User name>" as territory owner.
 

Solution

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In this Document
Goal
Solution


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