Application Foundation
Student Guide Vol. 1
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D12126GC20
Edition 2.0
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June 2002
D34858
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Author
Melody Yang
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Robert Geiwitz, Charles Colt, Satish Arumugam, Jennifer Pollard, Remi Aimsuphanimit, Sarvi
Anandan, Helen Bucksey, Sudarsana, Rick Day, John Docherty, Killian Evers, Men-Ching Luk,
Sharad Mathur, Kerry Murphy, Suma Neeruganti, John-Tae Park, Rajesh Singh
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Oracle Tutor
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Table of Contents
Overview of Application Foundation.............................................................................................................1-1
Lesson 1: Overview of Application Foundation............................................................................................1-2
Course Objectives..........................................................................................................................................1-3
Lesson Objectives..........................................................................................................................................1-4
The CRM Application Foundation Modules .................................................................................................1-5
HTML and Forms User Interfaces of the Application Foundation Modules .................................................1-6
Resource Manager .........................................................................................................................................1-7
Territory Manager..........................................................................................................................................1-8
Calendar.........................................................................................................................................................1-9
Task Manager ................................................................................................................................................1-11
Assignment Manager.....................................................................................................................................1-12
Interaction History.........................................................................................................................................1-13
Notes..............................................................................................................................................................1-15
1-to-1 Fulfillment ..........................................................................................................................................1-16
Escalation Manager .......................................................................................................................................1-17
Business Rule Monitor ..................................................................................................................................1-18
Practice Overview: Fill-in-the-Blanks ...........................................................................................................1-19
Practice Solution: Fill-in-the-Blanks .............................................................................................................1-21
Summary........................................................................................................................................................1-23
Setup and Configuration of Application Foundation ...................................................................................2-1
Lesson 2: Setup and Configuration of Application Foundation.....................................................................2-2
Objectives ......................................................................................................................................................2-3
Skills Required for Implementing CRM Application Foundation 11i...........................................................2-4
Implementation Flow.....................................................................................................................................2-5
Install the E-Business Suite ...........................................................................................................................2-6
Patch Installation ...........................................................................................................................................2-8
Installation Verification.................................................................................................................................2-10
Implementation Order of CRM Application Foundation Components..........................................................2-12
HTML Diagnostic Test Set............................................................................................................................2-14
Verify Your Implementation .........................................................................................................................2-16
Accessing the HTML Diagnostic Test Set Instructor Demonstration............................................................2-18
Summary........................................................................................................................................................2-19
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Calendar Overview..........................................................................................................................................9-1
Lesson 9: Calendar Overview........................................................................................................................9-2
Objectives ......................................................................................................................................................9-3
What Is the Calendar?....................................................................................................................................9-4
Calendar Functionality ..................................................................................................................................9-6
Calendar Key Terms......................................................................................................................................9-8
Integrations Between the Forms-Based Calendar and the E-Business Suite .................................................9-10
Integrations Between HTML Calendar and the E-Business Suite .................................................................9-11
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Practice Overview: Creating Note Types and Mapping Note Types to a Source ..........................................19-10
Practice: Creating Note Types and Mapping Note Types to a Source...........................................................19-11
Practice Solution: Creating Note Types and Mapping Note Types to a Source ............................................19-12
Setting Profile Options ..................................................................................................................................19-15
Setting the Profile Option: Instructor Demonstration ....................................................................................19-17
Additional Setup Information: Notes Public APIs.........................................................................................19-18
Summary........................................................................................................................................................19-19
Assignment Manager Overview .....................................................................................................................20-1
Lesson 20: Assignment Manager Overview ..................................................................................................20-2
Objectives ......................................................................................................................................................20-3
What Is an Assignment? ................................................................................................................................20-4
What Is Assignment Manager?......................................................................................................................20-5
Assignment Manager Key Terms ..................................................................................................................20-7
Interactions Within the E-Business Suite ......................................................................................................20-9
Accessing the Assignment Manager..............................................................................................................20-11
Practice Overview: Fill-in-the-Blanks ...........................................................................................................20-12
Practice Solution: Fill-in-the-Blanks .............................................................................................................20-14
Summary........................................................................................................................................................20-15
Use Assignment Manager................................................................................................................................21-1
Lesson 21: Use Assignment Manager ...........................................................................................................21-2
Objectives ......................................................................................................................................................21-3
Assigning Ownership and Resources ............................................................................................................21-4
Using Assignment Manager ..........................................................................................................................21-5
Resource Assignment Options.......................................................................................................................21-7
Viewing the Gantt Chart................................................................................................................................21-8
Assigning a Resource's Available Time ........................................................................................................21-10
Planned and Duration Effort..........................................................................................................................21-12
Using the Assignment Manager: Unassisted Assignment Option .................................................................21-14
The Unassisted Assignment Option...............................................................................................................21-15
Using the Unassisted Assignment Option .....................................................................................................21-17
Practice Overview: Assigning an Assignee Using the Unassisted Option.....................................................21-19
Practice: Assigning an Assignee Using the Unassisted Option ....................................................................21-20
Practice Solution: Assigning an Assignee Using the Unassisted Option.......................................................21-21
Using the Assignment Manager: Assisted Assignment Option .....................................................................21-25
The Assisted Assignment Option ..................................................................................................................21-26
Resource Selection Criteria: Preferred Resources .........................................................................................21-27
Resource Selection Criteria: Territories ........................................................................................................21-28
Resource Selection Criteria: Territories and Resource Web Availability......................................................21-29
Resource Selection Criteria: Resource Availability ......................................................................................21-31
Using the Assisted Assignment Option .........................................................................................................21-32
Practice Overview: Assigning Resources Using the Assisted Option ...........................................................21-34
Practice: Assigning Resources Using the Assisted Option...........................................................................21-35
Practice Solution: Assigning Resources Using the Assisted Option .............................................................21-36
Using the Assignment Manager: Intelligent Assignment Option ..................................................................21-40
Assignment Manager and Oracle Scheduler.................................................................................................21-41
The Intelligent Assignment Option ...............................................................................................................21-43
Using the Intelligent Assignment Option ......................................................................................................21-44
Using the Assignment Manager: Window to Promise Assignment Option...................................................21-46
Window to Promise Assignment Option .......................................................................................................21-47
Using the Window to Promise Option...........................................................................................................21-48
Accessing Assignment Manager Through Dispatch Center ..........................................................................21-50
Summary........................................................................................................................................................21-51
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Summary........................................................................................................................................................25-48
Managing Escalation: Implement Escalation Manager ...............................................................................26-1
Lesson 26: Managing Escalation: Implement Escalation Manager ...............................................................26-2
Objectives ......................................................................................................................................................26-3
Mandatory Setup Dependencies ....................................................................................................................26-4
Other Setup Modules .....................................................................................................................................26-5
Steps for Implementing Escalation Manager.................................................................................................26-6
Setting Profile Options ..................................................................................................................................26-7
Starting the Escalation Workflow Process.....................................................................................................26-9
Starting the Background Processes Instructor Demonstration.......................................................................26-10
Defining New Escalation Reason Codes .......................................................................................................26-12
Case Study .....................................................................................................................................................26-13
Practice Overview: Defining New Escalation Reason Codes........................................................................26-14
Practice: Defining New Escalation Reason Codes ........................................................................................26-15
Practice Solution: Defining New Escalation Reason Codes..........................................................................26-16
Defining New Escalation Levels ...................................................................................................................26-17
Practice Overview: Defining New Escalation Levels....................................................................................26-18
Practice: Defining New Escalation Levels ....................................................................................................26-19
Practice Solution: Defining New Escalation Levels ......................................................................................26-20
Defining New Escalation Statuses.................................................................................................................26-21
Practice Overview: Defining New Escalation Statuses .................................................................................26-22
Practice: Defining New Escalation Statuses ..................................................................................................26-23
Practice Solution: Defining New Escalation Statuses....................................................................................26-24
Defining New Escalation Reference Codes...................................................................................................26-25
Practice Overview: Defining New Escalation Reference Codes ...................................................................26-26
Practice: Defining New Escalation Reference Codes ....................................................................................26-27
Practice Solution: Defining New Escalation Reference Codes......................................................................26-28
Defining New Escalation Contact Types.......................................................................................................26-29
Practice Overview: Defining New Escalation Contact Types .......................................................................26-30
Practice: Defining New Escalation Contact Types ........................................................................................26-31
Practice Solution: Defining New Escalation Contact Types .........................................................................26-32
Implementation Considerations .....................................................................................................................26-33
Summary........................................................................................................................................................26-35
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Interaction Notes............................................................................................................................................30-12
HTML-Based Interaction History..................................................................................................................30-13
Interaction Tab: Interaction Filtering Criteria................................................................................................30-14
View Interactions...........................................................................................................................................30-15
Activity Tab: Search and View Activities .....................................................................................................30-17
Practice Overview: Viewing Interaction Information....................................................................................30-18
Practice: Viewing Interaction Information ....................................................................................................30-19
Practice Solution: Viewing Interaction Information......................................................................................30-20
Summary........................................................................................................................................................30-21
Implement Interaction History.......................................................................................................................31-1
Lesson 31: Implement Interaction History ....................................................................................................31-2
Objectives ......................................................................................................................................................31-3
Setup Dependencies.......................................................................................................................................31-4
Implementing Interaction History..................................................................................................................31-5
Steps for Implementing Interaction History ..................................................................................................31-7
Implementation Considerations .....................................................................................................................31-9
Accessing the HTML Setup Window............................................................................................................31-10
HTML Setup Tabs .........................................................................................................................................31-11
Defining Outcomes........................................................................................................................................31-12
Defining Results ............................................................................................................................................31-14
Defining Reasons...........................................................................................................................................31-16
Case Study .....................................................................................................................................................31-17
Practice Overview: Defining Outcomes, Results and Reasons......................................................................31-18
Practice: Defining Outcomes, Results, and Reasons .....................................................................................31-19
Practice Solution: Defining Outcomes, Results, and Reasons.......................................................................31-21
Pairing Outcomes and Results .......................................................................................................................31-27
Pairing Results and Reasons..........................................................................................................................31-29
Practice Overview: Pairing Outcome-Result and Result-Reason Codes .......................................................31-30
Practice: Pairing Outcome-Result and Result-Reason Codes........................................................................31-31
Practice Solution: Pairing Outcome-Result and Result-Reason Codes .........................................................31-32
Defining Action Items ...................................................................................................................................31-34
Defining Actions............................................................................................................................................31-35
Defining Wrap Ups........................................................................................................................................31-36
Practice Overview: Defining Action Items, Actions, and Wrap Ups ............................................................31-38
Practice: Defining Action Items, Actions, and Wrap Ups .............................................................................31-39
Practice Solution: Defining Action Items, Actions, and Wrap Ups...............................................................31-40
Importing Mass Data .....................................................................................................................................31-43
Additional Setup Information: Interaction History Public APIs....................................................................31-45
Summary........................................................................................................................................................31-48
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Preface
Profile
Before You Begin This Course
Before you begin this course, you should have the following qualifications:
Prerequisites
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Related Publications
Oracle Publications
Title
Part Number
A90092-03
A92119-01
A92120-02
A90364-01
A90805-01
A90810-01
A90380-01
A75396-08
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Additional Publications
Read.me files
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Element
Glossary term (if
there is a glossary)
Example
The algorithm inserts the new key.
Caps and
lowercase
Buttons,
check boxes,
triggers,
windows
Courier new,
case sensitive
(default is
lowercase)
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Initial cap
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Element
Example
Italic
Quotation
marks
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Uppercase
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Convention
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Arrow
Brackets
Menu paths
Key names
Commas
Key sequences
Plus signs
Key combinations
Lowercase
italic
Uppercase
Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
PL/SQL objects
Syntax variables
SELECT last_name
FROM s_emp;
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This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
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(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
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1.
(N) From the Navigator window, select Invoice > Entry > Invoice Batches Summary.
2.
3.
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Notations :
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(N) = Navigator
(M) = Menu
(T) = Tab
(I) = Icon
(H) = Hyperlink
(B) = Button
Typographical Conventions in Help System Paths
This course uses a navigation path convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example
(Help) General Ledger > Journals > Enter Journals
represents the following sequence of actions:
1.
In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Getting Help
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Whenever you need assistance, simply choose an item from the Help menu to pinpoint the type
of information you want.
To display help for a current window:
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Choose Window Help from the Help menu, click the Help button on the toolbar, or hold
down the Control key and type 'h'.
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A web browser window appears, containing search and navigation frames on the left, and a
frame that displays help documents on the right.
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The document frame provides information on the window containing the cursor. The
navigation frame displays the top-level topics for your responsibility, arranged in a tree
control.
2.
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If the document frame contains a list of topics associated with the window, click on a topic
of interest to display more detailed information.
Copyright Oracle Corporation, 2002. All rights reserved.
3.
You can navigate to other topics of interest in the help system, or choose Close from your
web browser's File menu to close help.
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Overview of Application
Foundation
Chapter 1
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Lesson 1: Overview of
Application Foundation
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Course Objectives
Course Objectives
After completing this course, you should be able to do
the following:
Describe how the individual CRM Application
Foundation modules are used
List the major features and functions of
Application Foundation modules
Describe points of integration with other CRM
modules
List the step-by-step implementation flows for
implementing the Application Foundation modules
Identify necessary setup requirements, and profile
options used in each module
Describe administrative tasks for each module
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Lesson Objectives
Lesson Objectives
After completing this lesson, you should be able to do
the following:
List the Application Foundation modules
Describe each Application Foundation module
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Business
Rule Monitor
Resource
Manager
Territory
Manager
Escalation
Manager
Calendar
1-to-1
Fulfillment
Task
Manager
Assignment
Manager
Notes
Interaction
History
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Resource Manager
Resource Manager
Resource Manager helps companies access and
manage their important resources, such as employees,
supplier contacts, parties, and partners.
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Resource Manager
The Resource Manager provides lists of resources, as individuals, groups, and teams, for
applications to access and manage their resources. Resources are defined as:
Employees
Supplier contacts
Parties
Partners
Note: You can also create a resource with a resource type of Other and To be hired.
Resources can also be organized into groups and teams.
You can use Resource Manager to perform the following tasks:
Import and view resources
Identify resources as salespeople
Assign additional attributes to resources
Create teams and groups
Organize resources within those teams and groups
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Territory Manager
Territory Manager
Territory Manager allows a company to assign its
resources effectively using many factors such as
geographical location, product knowledge, account
size, or account name.
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Territory Manager
The Territory Manager provides user interfaces and functionality that organizations can use to
manage territories. You use Territory Manager to set up sales and service teams automatically
based on their geographical locations and expertise. Also, you can use it to make sales and
service information more secure by restricting personnel access to customer data.
Most sales and service territories that are defined in other applications are one dimensional.
They assign tasks to employees based on postal code, area code, country, vertical market, size
of company, or product expertise.
Oracle Territory Manager, however, makes it possible for you to create multidimensional
territories using a number of such criteria.
For example, you can assign all large customers within a specific geographical area only to
those sales representatives who have an expert knowledge of a product and have been with the
company for more than one year.
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Calendar
Calendar
Calendar enables a company to set up employee shifts
and work times. Employees can also use the calendar
to view their schedules and appointments.
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Calendar
There are two different versions of the Calendar module. They are:
A Forms-based scheduling and calendar tool
A new HTML-based personal productivity tool calendar
The Forms-Based Calendar
The Forms-based Calendar module is mainly focused on resource scheduling and work shift
assignments. You use the Forms-based Calendar module to define and view available and
unavailable times (such as vacations, holidays, or sick leaves) for an employee resource or
group of employee resources.
The HTML-Based Calendar
The HTML-based calendar is used to effectively manage daily activities, appointments, and
tasks.
Key functionality in the personal calendar includes:
Viewing tasks, and personal or public calendars
Subscribing to a group calendar
Creating and managing appointments
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Task Manager
Task Manager
Task Manager creates and distributes work
assignments (callbacks, appointments, service
requests) to individuals.
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Task Manager
The other Oracle CRM modules use the Task Manager for task management functionality. It
provides an effective mechanism for organizations to use to respond to a customers needs in a
timely manner.
Using Task Manager, you can create new tasks, update tasks, or assign tasks. You can accept
an assigned task, finish the task, and create a new task. If you refuse or reassign a task to
another employee, the task can generate a series of notifications for other users or managers.
Tasks not performed in a specified amount of time, can be set up to go through an escalation
process.
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Assignment Manager
Assignment Manager
Assignment Manager is used to designate resources
for a task or document, as well as assign ownership.
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Assignment Manager
The Assignment Manager is a tool used to select and designate qualified resources for a task or
a document (such as service request). It is only accessed from other modules and applications,
and not used as a stand-alone module.
You use the Assignment Manager to designate resources for a task or document as well as
assign ownership. For example, you log a service request. Before sending qualified help, use
the Assignment Manager to determine:
Resources that are responsible for the companys geographical location
Resources that are available for a specific time frame, such as, by the end of the week
Resources with the lowest labor rate and available time slot information if Oracle
Scheduler is installed
Resources preferred by the company
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Interaction History
Interaction History
Interaction History tracks all interactions and points of
contact with each customer, as well as any notes or
data about that interaction.
Interactions
Agent
Customer
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Interaction History
A company may want to track all points of contact or interactions with its customers.
Interaction History tracks these customer-agent interactions and serves as a repository for the
interaction data. By tracking all contacts between human or automated agents and existing or
potential customers and customer systems, Interaction History supports the development of the
360 degree customer view for the user organization.
Interaction data provides the agent with a detailed history of the businesss relationship with
the customer, enabling agents to serve clients more effectively. Types of interactions and
activity data tracked include:
Customer
Account number
Agent
Campaign
Date and time
Activity type
Outcome and result of an interaction or activity
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Notes
Notes
Notes are records of descriptive information that can
be referenced or created for use with other CRM
applications.
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Notes
A note is a record of descriptive information that can be referenced. A note can be attached,
among many others, to any of the following:
Service Requests
Service Quotes
Marketing Offerings
Tasks
Customers
In various business transactions, such as service requests, customer orders, sales, and
marketing transactions, an agent or a customer support representative needs to record
information about the transactions performed. Notes help to categorize these business
transactions.
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1-to-1 Fulfillment
1-to-1 Fulfillment
1-to-1 Fulfillment automates the electronic transfer of
information to customers through email.
Fulfillment
Requests
Customer Service
Representative
Prospective
Customer
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1-to-1 Fulfillment
1-to-1 Fulfillment is defined as an automated way to send e-mail information to a customer. It
provides the ability to satisfy a customers requests for information, literature, and other
correspondence immediately.
Customer Service Representatives handle a variety of requests ranging from product and
service inquiries, pricing questions, billing inquiries, and general customer care issues. Many
of these requests will result in some dissemination of literature, collateral, forms of application,
letters, or correspondence to the customer.
1-to-1 Fulfillment provides the ability for call center administrators, mobile field
representatives, marketing managers, customer care representatives, and other service agents to
respond to different customer needs quickly and easily using e-mail.
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Escalation Manager
Escalation Manager
Escalation Manager is a tool that helps organizations
manage Service Requests, Tasks, and Defects that
have not met customer service standards.
Manually
escalate
Original
owner
Escalated
owner
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Escalation Manager
Escalations can be divided into two different categories:
Reactive escalations, which usually involve a manual (or person initiated) escalation of a
task, service request, or defect
Proactive escalations, which are generated automatically if certain conditions are not met
Escalation Manager is used to escalate a service request, task, or defect manually. It provides
the following functionality:
Escalation tracking information
Service Request, Task, and Defect linking capability
Ownership assignment
Resolution plan definition with associated tasks and notes
Automatic notification of escalation progress to identified contacts
De-escalation and closure
Basic information that is captured in an escalation document includes the requester, the
required resolution date, and additional contacts that are involved.
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User-defined
business rules
Monitor
business rules
Task
owner
E-mail
notification
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Practice: Fill-in-the-Blanks
Use the following terms to complete the fill-in-the-blank sentences. There are more terms than
blanks.
Terms
Qualified Resources Assign
Territory Manager
Define
Work Shift
HTML-based Calendar
Customers
Supplier Contacts
Marketing Managers
Territory Manager
Note
Business Rule Monitor
Manually
Automatically
Repeating Appointments
Fill-in-the-Blanks
1. 1-to-1 Fulfillment provides the ability for call center administrators, mobile field
representatives, ___________, customer care representatives, and other service agents to
respond to different customer needs quickly and easily using email.
2. You use the Forms-based Calendar module to define ___________ information including
available and unavailable times (such as vacations, holidays, or sick leaves) for an
employee resource or group of employee resources.
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3. The ________________ provides a centralized place to define and monitor business rules
on a regular basis.
4. Interaction History tracks all contacts between _____________ and agents.
5. You use the Task Manager to create, update, and __________ tasks.
6. You use the ___________ module to effectively manage your daily activities,
appointments, and tasks.
7. If you need to assign ________________ for a task or document, you would use the
Assignment Manager as a selection tool.
8. You use Escalation Manager to ____________ escalate a task.
9. In the Oracle E-Business suite, resources are defined as employees, _____________, and
parties and partners.
10. If desired, you can use the _____________ to make sales and service information more
secure by restricting personnel access to customer data.
11. A ________ can be attached to service requests, service quotes, marketing offerings, and
tasks.
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9. In the Oracle E-Business suite, resources are defined as employees, supplier contacts, and
parties and partners.
10. If desired, you can use the Territory Manager to make sales and service information more
secure by restricting personnel access to customer data.
11. A note can be attached to service requests, service quotes, marketing offerings, and tasks.
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Summary
Summary
In this lesson, you should have learned how to:
List the Application Foundation modules
Describe each Foundation module
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Objectives
Objectives
After completing this lesson, you should be able to do
the following:
Identify the sequence of steps necessary to
implement the CRM Application Foundation
modules
Identify the installation verification steps
Identify the order in which to implement the
Application Foundation modules
Describe how to access the HTML Diagnostic Test
Set
Identify the postinstallation verification steps
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Implementation Flow
Implementation Flow
Install Patches
and
Check MetaLink
Verify
Dependency
Requirements
Install
E-Business
Suite
Set Up
App. Foundation
Modules
Verify
Foundation
Implementation
Run
HTML Diagnostic
Test Set
Installation
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Implementation Flow
Perform the following steps to set up and configure the CRM Application Foundation modules:
1. Install appropriate ERP 11i and CRM 11i products. (This step is typically performed
from an Oracle Rapid Install CD-ROM disk.)
2. Install appropriate patches. Locate patch information on the MetaLink Web site.
3. Perform the dependency verification steps listed in the Oracle CRM Application
Foundation Implementation Guide.
4. Implement the Application Foundation modules in the appropriate order.
5. Run applicable diagnostic tests using the HTML Diagnostics Test Set.
6. Perform the installation verification steps listed in the Oracle CRM Application
Foundation Implementation Guide. This will help you determine whether or not the
Application Foundation modules are configured and working correctly.
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Note: Platinum is not intended to be used directly by customers external to Oracle, but rather
through Oracle Consulting, Oracle Lines of Business (LOBs), or Oracle partners.
e : Oracle's Hosted E-business Environments
E-Business Environments (e) is a collection of hosted environments sourced from Oracle
Platinum. These environments each contain production-level Oracle Applications with the
latest patches. All of these instances are hosted and maintained by Oracle. As such, installation
or patching is not necessary, only setup and configuration of the application modules.
Information about Platinum and e (E-Business Environments) is available at the following
URLs:
http://crm.us.oracle.com/hosted/overview/
http://e2.oracle.com
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Patch Installation
Patch Installation
After completing the Rapid Install of the E-Business
Suite:
Install any patches required by the version of CRM
E-Business Suite with which you are working
Access the MetaLink Web page to locate the latest
patches
Install Patches
and
Check MetaLink
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Installing Patches
CRM patch information is available on the main Oracle CRM Web site. Select the Field
Readiness tab, then click the Patching link. The complete URL is:
http://crm.us.oracle.com/field/patching/patches.html
Links from this page contain patching information for installing CRM Applications through
Rapid Install, and implementing in Platinum environments.
During patch application, carefully review and execute the instructions in the patchs readme
file. This includes applying any necessary prerequisite or postinstallation patches.
Follow all instructions in the Autopatch section of Maintaining Oracle Applications, Release
11i, including the actions which must be performed after applying the patch.
How to Access MetaLink to Obtain the Latest Patches
To access MetaLink to obtain the latest patches, perform the following steps:
1. From a browser session, enter http://metalink.oracle.com/.
2. Perform one of the following:
- If you are an existing user, click the Login to Metalink! link.
- If you are a new user, click the Register for Metalink! link to register online.
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3.
4.
5.
6.
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Installation Verification
Installation Verification
Before implementing the CRM Application Foundation
modules, it is recommended that you complete a set of
verification tasks to ensure that the installation
process was successful.
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Installation Verification
Before attempting to run CRM applications, verify that you can perform the following generic
tasks that are typical of all users of the Oracle E-Business Suite. Depending on your business
processes, and the modules that you are installing, not every task on the list is applicable to
your installation.
These steps are covered in more detail in the Oracle CRM Application Foundation
Implementation Guide:
Application Object Library
- Create a FND user
- Assign AOL responsibility to that user
- Change user, application, responsibility, or site profile options
Oracle Human Resources
- Create an employee
- Create a new business unit
Oracle Receivables
- Create a customer
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Set Up
App. Foundation
Modules
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For details on the embeddable Spreadtable component, consult the Oracle CRM Application
Foundation Implementation Guide. You can obtain this manual either from MetaLink or from
the documentation CD that is shipped with the software.
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Run
HTML Diagnostic
Test Set
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You can run tests against product an application or product family by selecting it from the
Application drop-down list. Note that a product module must be registered with the diagnostic
tool before diagnostic tests for it become available.
The diagnostic tool contains three functional areas:
Basic: Use the links on this tab to automatically run all the listed diagnostic tests or to run
specific tests. Test input parameter values are defined on the Configuration tab.
Advanced: Use the links on this tab to test specific CRM modules or groups. Test input
parameter values for the specific test are entered directly in this window.
Configuration: Use this window for test and group administration and to configure any
necessary test input parameters.
Note: Consult the diagnostic tool user interface for a description of each test.
Viewing the Diagnostic Reports
After a test is run, a summary appears on the Results window. To access its report, doubleclick the report icon.
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Territory Manager
- Create an individual territory
- Find a salesperson
Task Manager
- Create a task
Notes
- Create a note for a task
Assignment Manager
- Assign a resource to a task
- Assign a resource to an escalation document
Escalations
- Escalate a task
Interaction History
- Create a result-reason pair
- Create a new activity
1-to-1 Fulfillment
- Create and configure the Admin user
- Set up server in the Admin module
- Run startup script and check logs for errors
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Summary
Summary
In this lesson, you should have learned to do the
following:
Identify the sequence of steps necessary to
implement the CRM Application Foundation
modules
Identify the installation verification steps
Identify the order in which to implement the
Application Foundation modules
Describe how to access the HTML Diagnostic Test
Set
Identify the postinstallation verification steps
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
List the major features and functions of the
Resource Manager module
Explain the key terms related to Resource
Manager
Describe how Resource Manager integrates with
other modules
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Employees
Partners
Parties
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Resources can be organized into groups and teams with role types and roles identified.
Note: You can also create a resource within Resource Manager of resource type Other and
To be hired. If a resource will be created in the HRMS, you dont want to create a resource
in the Resource Manager because this resource information will not be recorded in the HRMS.
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Resource Manager
Use Resource Manager for the following functionality:
Import employees from Oracle HRMS*, parties and partners from Oracle Accounts
Receivables, and supplier contacts from Purchasing.
Identify resources as salespeople. Note that the only resource you can define in the
Forms-based Resource Manager is a salesperson. In the HTML Resource Manager, you
can now define and identify employee resources as salespeople, and this employee
information is also recorded in the Human Resources Management System (HRMS)
tables and automatically becomes a CRM resource.
Assign additional attributes to the resources so that these resources can be used by other
applications. In the Resources window, you can enter or view additional information in
the Service, Interaction Center, Compensation tab or Receivables tab for a resource if
necessary.
Create a resource group and team structure by using Resource Manager to better manage
resources for particular business needs. Note that team resources can be created in the
Forms-based Resource Manager only.
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Assign individual resources with resource roles and role types to groups and teams. This
allows you to assign groups of people with the appropriate resources to specific tasks.
Oracle HRMS and Resource Manager
*If Oracle HRMS is not installed or licensed, then you can use the shared HRMS Forms in the
Resource Manager. To access the HRMS Forms from the Resource Manager, select the
Maintain Employee > Employee. If you want to import employee data from the legacy HR
system, then the only way to import an employee resource into Resource Manager is through
the use of the APIs of your legacy systems and Resource Manager public API,
JTF_RS_RESOURCE_PUB.Create_Resource ( ).
Note: In general, there are three ways to import resources into the Resource Manager:
Individually Import: An individual resource can be imported into Resource Manager by
logging in with the CRM Administrator responsibility, and selecting Resource Manager >
Maintain Resources > Import Resources.
Mass Import: This can be done through the concurrent programs to synchronize data
between Resource Manager and Oracle HRMS, Oracle Purchasing, and Oracle Accounts
Receivables.
Through the APIs: As mentioned earlier, the APIs of your legacy systems and Resource
Manager public APIs are used when you want to import data from your legacy HR,
Purchasing, or Accounts Receivables system into the Resource Manager.
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Role Attributes
Role Attributes
Member
Lead
Administrator
Manager
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Role Attributes
There are four seeded role attributes that can be associated to roles at role creation:
Member: Default when another attribute is not chosen (Lead, Administrator, Manager).
Lead: Used in the context of team lead.
Administrator: Used to grant this user permission to view information about other group
members. In the HTML Resource Manager, only a user in a group with either the
Administrator or Manager group member role attribute can update group member and
group hierarchy information.
Manager: Used to set up the group reporting hierarchy. For example, all the forecasts for
a group of sales representatives will roll up to the person with the Manager role attribute
in that group. In addition, a user with the Manager group member role attribute can
update the group member and group hierarchy information in the HTML Resource
Manager.
You use these role attributes to define a resource reporting hierarchy. This hierarchy is used in
sales product families, such as Sales Online and Telesales, to control the data access privilege
(customer, sales lead, and sales opportunity) as well as sales forecast rollup and incentive
compensation plan through the group functionality. It is also used for workflow notifications
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and escalations. For example, if you set up an escalation for service requests and tasks,
notifications for members of groups go to the manager.
Note: The role attribute is identified in the role setup screen while defining a role.
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A dynamic group is a group which is created based on your criteria by using SQL
statements.
A team is a collection of cross-functional resources. It is organized for the purpose of
accomplishing a project. Team members are chosen for their availability, qualifications,
and location. This functionality can be defined in the Forms version only.
The functionality of the skills Management is specifically used for support and service
engineers to rate their product specific skill sets. This information is different from the
competency skill sets defined in the Oracle HRMS.
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Marketing
Service
Assignment
Manager
Calendar
Territories
iSupport
Resource
Manager
Incentive
Compensation
Task
Accounts
Receivables
Call Center
HRMS
Sales Online
Purchasing
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Practice: Fill-in-the-Blanks
Use the following terms to complete the fill-in-the-blank sentences. There are more terms than
blanks.
Terms
Role Type
Supplier Contacts
Parties
Teams
Role Attributes
Role
Groups
Member
Lead
To Do List
Product
Knowledge
Administrator
Supervisor
Repeating Appointments
Fill-in-the-Blanks
1. Resources are used throughout CRM Applications. They can include employees,
____________, _________, and partners.
2. A ____ is a job function or description performed by a resource, such as sales manager or
sales representative.
3. A _________ is a collection of roles associated with a particular CRM module, such as
Telesales, Marketing, and Sales.
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Summary
Summary
In this lesson, you should have learned how to:
List the major features and functions of the
Resource Manager module
Explain the key terms related to Resource
Manager
Describe how Resource Manager integrates with
other modules
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Objectives
Objectives
After completing this lesson, you should be able to do
the following:
Describe how to maintain personal information
Describe how to view organization hierarchy
Describe how to rate personal skill levels
Describe how to search for resource information
Describe how to view group detail information
Describe how to view group hierarchy history
Describe how to maintain group hierarchy and
group member information
Describe how to make yourself Web available
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you can create group resources in Forms by selecting the Customer Support responsibility
> Resource Manager > Maintain Resources > Groups.
To access the HTML Resource Manager, login to Sales Online by using
LJONES/WELCOME, (T) Home > Tools subtab > Resource Lookup hyperlink to search
for an individual resource.
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Maintain group hierarchy and group member information: This allows a user in a
group with either the Admin or the Manager group member role attribute to update group
member and group hierarchy information.
Make a resource Web available and unavailable: The feature of making a resource
Web available is designed for support services used to support internal or outside
customers, and is performed in the Forms version only.
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assigned to her. If she has the administrator responsibility, then she can also see the
Administration tab besides the People tab.
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To view role history or group membership history information, Rhonda can click the Show
History button located either in the Roles or Group Membership region.
For example, if Rhonda had a support analyst role one month ago, then this analyst role
displays in the window after clicking the Show History button in the Roles region.
Note: Your personal information is maintained by you, or a resource administrator with the
Resource Self Service Administrator responsibility only. Your direct manager cannot update
your personal information, but can view it.
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Practice Overview:
Updating Personal Information
This practice covers the following topics:
Creating a Resource Manager regular user
Updating personal information
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Practice:
Updating Personal Information
You are the resource administrator at Vision Company
and want to create a user so that the user can update
his personal information in HTML Resource Manager:
1. Define a new employee and assign appropriate
responsibilities.
2. Import employee resource.
3. Update personal information.
Remember to record the employee identification
numbers that were assigned when you created
them.
Also, record the resource numbers that were
created when you imported them from HRMS.
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Navigation
Defining a New Employee
U.S. (Super) HRMS Manager responsibility (EBUSINESS/WELCOME), (N) People > Enter
and Maintain (B) New
Assigning Responsibilities to the Employee
System Administrator responsibility (EBUSINESS/WELCOME), (N) Security > User >
Define
Importing the Employee Resource
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Import Resources
Updating Personal Information
CRM Application Foundation User responsibility using the username and password that you
just created, (T) People > Employees subtab > (H) Summary
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Practice Solution:
Updating Personal Information
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Solution
Define a New Employee:
1. Log in with the U.S. (Super) HRMS Manager responsibility (EBUSINESS/
WELCOME), and select People > Enter and Maintain.
2. Click New in the Find Person window. Enter the employee information in the following
fields:
- Last Name: your last name
- First Name: your first name
- Gender: Select either Male or Female.
- Type: Employee
3. Save the record. Select File > Save from the menu.
4. Disregard the two notes that display if you attempt to save the record without entering a
date of birth or social security number (SSN).
5. Record the employee identification number in the Employee field. It is used in later
practices.
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Practice Solution:
Updating Personal Information
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Solution
Assign Responsibilities to the Resource
6. Log in with the System Administrator responsibility (EBUSINESS/WELCOME), select
Security > User > Define.
7. Enter the following information:
- Username: Your first initial combined with your last name. For example, use Jsmith
for John Smith.
- Password: Enter Welcome twice
- Person: Select the employee name (your name) that you just created from the list of
values
- Assign the following responsibilities that you need to be able to access the HTML
Resource Manager:
- Resource Self Service Administrator responsibility
- CRM Application Foundation User responsibility
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Note: You also need to assign the following responsibilities to the user for the
convenience of accessing the stand-alone Foundation modules and other CRM
applications that will be used in the rest of the entire course:
- System Administrator responsibility
- CRM Application Foundation User responsibility
- JTF HTML Calendar User responsibility
- CRM HTML Administration responsibility
- Territory Administration HTML responsibility
- Interaction History JSP User responsibility
- Interaction History JSP Administrator responsibility
- CRM Administer responsibility
- Workflow User Web Applications responsibility
- Preferences (Self Service Web applications) responsibility
- U.S. (Super) HRMS Manager responsibility
- Customer Support responsibility
- Field Service Manager responsibility
8. Save your work.
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Practice Solution:
Updating Personal Information
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Solution
Import the Employee Resource:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), select
Resource Manager > Maintain Resources > Import Resources. The Selection Criterion
window opens.
2. Make sure that the Employee is selected in the Resource Category field.
3. Enter the employee number that you recorded earlier in the Employee Number field.
4. Click Search. The application populates the Category and Name fields in the Search
Results section.
5. Click Create Resource. The Default Values window opens, and the application populates
the Start Date field with the current date.
6. Click OK. The Selected Resources window opens, displaying the resource selections.
7. Click Save Resource and record the resource number for later use. Note that the New
Record populates automatically in the Comments field. Resource importation and
definition is complete.
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Practice Solution:
Updating Personal Information
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Solution
Update Personal Information:
1. Log on to the HTML application URL provided by your instructor using the username
that you just created. Change your password if required.
2. Select the CRM Application Foundation responsibility from the Default Responsibility
drop-down list.
3. Click the Update button and log out again.
4. Use the new password if necessary to log on to the HTML application again to access the
HTML Resource Manager.
5. Select the People tab and Employee subtab.
6. Select yourself to open the Resource Details window and update your personal
information with the following values:
- Work Phone: 408.555.1234
- Work Address: Redwood Shores, California
- Office: 1234
- Mailstop: 6OP001
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concurrent program is used only to populate data in Resource Manager internal tables in order
to expedite data display in Organization link for Employee hierarchy.
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Field Service
Representative
Service Request:
PC Repair
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Expert
Good
Basic
Not Applicable
Rhonda Abbott
Hard Drive
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Skills Management
Using Skills Management, a resource can maintain their skills at various levels including
category (such as CRM or ERP), product name (1198 CRM Application Foundation),
product component (JTF_RES), platform (Sun Server), and problem code (such as fix server,
install problem, or documentation problem).
For example, Rhonda Abbott, a support agent, has experience in Resource Manager, one
component within CRM Application Foundation. After she logs in, she can select herself in the
Employees window, and then select Skills from the side bar to access the Skills window.
Clicking the Add New Skill button to open the Rate Skill window, she can then select
appropriate category code (CRM), type (Product), product name (Application Foundation), and
product component name (Resource Manager). Rhonda can rate herself as Experienced in
the Level field for this specific product component. By clicking the Create button, Rhonda can
view her skill summary information in the Skills window.
Category, Product Name and Component information are set up in Oracle Inventory.
Note: If Problem Code or Platform is selected in the Type field, then the Component field is
not available.
How This Skill Level Is Used
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Each selected skill level has an associated numeric value, such as 0 for skill level N/A,
25 for Experienced and 80 for Expert. Behind the scenes, this rating is stored as a
numerical value which is defined by your resource administrator in the setup screen.
If there are multiple skill ratings for Rhonda, then these ratings are displayed in an ascending
order based on the associated skills numeric value, such as N/A(0), Experienced (25) and
Expert (80).
This numerical value can be a part of the calculation used to select the best resource for a
service request.
Note: If a resource wants to remove a particular skill set from his or her profile, he or she
should query the skill level first, then update it with a skill level that has the lowest skill
numeric value attached to it. In most cases, the lowest skill rating is Not Applicable (N/A).
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Practice Overview:
Rating Personal Skill Levels
This practice covers rating personal skill levels.
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Practice:
Rating Personal Skill Levels
As a support agent, you want to use the HTML
Resource Manager to rate your personal skill levels.
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Navigation
CRM Application Foundation User responsibility, (T) People > Employees subtab > (H) Skills
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Practice Solution:
Rating Personal Skill Levels
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Solution
Rate Personal Skill Levels:
1. Continuing from the previous solution, after logging to the HTML Resource Manager
using the username that you just created in the previous practice, select yourself as the
preferred name in the Employees window.
2. Select the Skills hyperlink from the side navigation menu bar.
3. Enter the following values to rate yourself:
- Category: COMPUTER.NOTEBOOK
- Type: Problem Code
- Name: Software Problem
- Level: Select any skill level available in the system
4. Click the Create button and then select the Add New Skill button to create another set of
skill information:
- Category: COMPUTER.DESKTOP
- Type: Product
- Name: AS54888
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view resource details, the job title to view the organization structure, and e-mail
address to send an email.
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Practice Overview:
Searching for Resources
This practice covers the following topics:
Searching for employee resources
Searching for group resources
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Practice:
Searching for Resources
You are a resource administrator for Vision Company
and want to use the HTML Resource Manager to
search for a resource named Rhonda Abbott and a
group called Key Accounts:
1. Use the Advanced Search hyperlink to search for
Rhonda Abbott.
2. Use the Advanced Search hyperlink to search for
the Key Accounts group.
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Navigation
Searching for Employee Resources
CRM Application Foundation User responsibility, (T) People > Employees subtab > (H)
Advanced Search
Searching for Group Resources
CRM Application Foundation User responsibility, (T) People > Groups subtab > (H) Advanced
Search
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Practice Solution:
Searching for Resources
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Solution
Search for Employee Resources
1. After logging in to the Resource Manager, select the People tab and then the Employees
subtab.
2. Select the Advanced Search hyperlink to enter Abbott in the Last Name field and leave
the rest of fields blank.
3. Click the Search button to perform a search.
4. You should be able to see all the resource with last name Abbott listed in the Search
Results window.
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Practice Solution:
Searching for Group Resources
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Solution
Search for Group Resources
1. Continuing from the previous step, select the People tab and then the Groups subtab.
2. Select the Advanced Search hyperlink to enter Key% in the Group Name field and
leave the rest of fields blank.
3. Click the Search button.
4. You should be able to see a group called Key Accounts listed in the Search Results
window.
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Child Group
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Parent Group
Child Group
Child Group
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Practice Overview:
Viewing Group Detail Information
This practice covers the following topics:
Viewing group detail information
Viewing group hierarchy information
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Practice:
Viewing Group Detail Information
Continuing from the previous practice, after retrieving
the Key Accounts group, you want to view detail
information for the Key Accounts group:
1. Select the Key Accounts hyperlink to view
information for the Key Accounts group.
2. Select the Hierarchy hyperlink to view hierarchy
information for the Key Accounts group.
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Navigation
Viewing Group Detail Information
CRM Application Foundation User responsibility, (T) People > Groups subtab to search for the
Key Accounts group.
Viewing Group Hierarchy Information
After retrieving the Key Accounts group, select the Hierarchy hyperlink from the side
navigation menu.
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Practice Solution:
Viewing Group Detail Information
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Solution
View Group Detail Information
1. Continuing from the previous practice, after retrieving the Key Accounts group in the
previous practice, select the Key Accounts group hyperlink to open the Group Detail
window.
2. From this Group Detail window, you should be able to view the following information:
- In the Group Detail region: Start Date, and Parent Group information
- In the Group Usages region: Group Usage Information
- In the Members region: group member information with assigned roles and role
types.
3. Leave this window open.
View Group Hierarchy Information
1. Continuing from the previous step, select the Hierarchy from the side navigation menu to
open the Group Detail Child and Parent Groups window.
2. From here, you should be able to view the parent and child group information.
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Sales Manager
Support Administrator
Maintain Group:
Change group name
Add or remove group
member and member roles
to the group or child group
Maintain Group Hierarchy:
Add child or parent group
End date an existing child
or parent group
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To be able to update a resource role information, the JTFRS: Role Update Access profile
option must also be set to None, so that a group member with a role of Admin or Manager role
assigned to it can update a resources roles.
The Admin or Manager role attribute can be identified when you click the Go button to open
the Select a Role window. These attributes are defined in the setup screen.
For example, if Rhonda has a Sales Manager role (Manager role attribute) assigned to a Key
Accounts group, then she is able to update this Key Accounts group member and all child
groups that are assigned to the Key Accounts group, such as Key Accounts Central Group.
Note: Users in a group with a role of Admin or Manager can only update their group and group
hierarchy information. They cannot update their directs personal information.
Initial Group Update Security
HTML Resource Manager has a new seeded role type called Foundation, and a new seeded
role called Group Administrator. Use this new seeded role to enable the initial creation of the
group structure with the new group hierarchy security.
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Web Available
Web Unavailable
Support
Technician
Web Service
Request
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selected. Rhonda can find Pat, who is currently available, from the Assignment Manager
resource lists and assign her to this service request.
To make yourself Web unavailable, you clear the Available check box.
In addition to making resources Web available and unavailable, it has the following features
and functionalities:
The ability to support all types of individual resources, such as employee, party, partner,
supplier contact, other and to be hired (TBH).
There is no limit on the number of times a resource can be made Web available or
unavailable within a specific time frame.
This functionality includes only making a resource Web available or unavailable. It does
not include defining a new resource, or maintaining an existing resource.
By default, every resource is Web available.
Note: The resource shown in the Resource Name field on the Resource Availability window is
always the logged in user.
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Practice Overview:
Making Resources Web Available
This practice covers making resources Web available.
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Practice:
Making Resources Web Available
You are a support technician for Vision Company and
want to make yourself Web available so that support
agents can access your information and assign you to
support a Web request.
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Navigation
Customer Support responsibility using the username that you created earlier, (N) Service
Requests > Create Service Requests > (M) Tools1 > Web Availability
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Practice Solution:
Making Resources Web Available
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Solution
Make Resources Web Available
1. Log on to the PHP environment by using the username and password that you defined in
the Practice One.
2. Select the Customer Support responsibility.
3. Select Service Requests > Create Service Requests.
4. Select Tools1 > Web Availability from the application menu bar.
5. Make sure that the Web Available check box in the Resource Availability window is
selected.
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Summary
Summary
In this lesson, you should have learned how to:
Describe how to maintain personal information
Describe how to view organization hierarchy
Describe how to rate personal skill levels
Describe how to search for resource information
Describe how to view group detail information
Describe how to view group hierarchy history
Describe how to maintain group hierarchy and
group member information
Describe how to make yourself Web available
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Implement Resource
Manager
Chapter 5
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Objectives
Objectives
After completing this lesson, you should be able to do
the following:
Identify the setup steps for Resource Manager
Describe implementation considerations for
Resource Manager
Describe how to implement Resource Manager
Describe how to create dynamic group and team
resources in Forms
Explain how to run resource reports
List the public APIs used in Resource Manager
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Employees
Parties
Partners
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Supplier contacts
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Implementation Considerations
Implementation Considerations
If you are not using Oracle HRMS, AR, or PO, then the
only way to import resources from your legacy
systems into Resource Manager is through the use of
APIs.
Necessary
APIs
Resource Manager
Public APIs
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Implementation Considerations
If you are not using Oracle HRMS, PO, or AR applications in your organization, then you can
use the API of your existing human resources, purchasing, or accounts receivables system and
the Resource Manager public API, JTF_RS_RESOURCE_PUB.Create_Resource ( ), to
import employees, parties or partners, and supplier contacts. In order to import legacy HR
information into Oracle HRMS, please see the implementation information from the Oracle
HRMS documentation.
Note: The JTF_RS_RESOURCE_PUB.Create_Resource ( ) API is used to create all
categories of resources such as Employee, Party, Supplier Contact, and Other. The API first
verifies that the resource does not already exist in the Resources table before creating it. From
this API, you can insert resource information related to Call Center, Compensation, and
Account Receivables into the Resource Manager tables.
For details about Resource Manager public APIs, see Oracle CRM Application Foundation
API Reference Guide.
Note: If Oracle HRMS is not installed or licensed, then you can use the shared HRMS Forms
in Resource Manager to create employee resources in Forms. To access the HRMS Forms from
Resource Manager, select the Maintain Employee > Employee.
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When to Run: For about 100,000 employees, this concurrent program should take
about 10 minutes to run. It can be scheduled to run as a nightly process.
Synchronize Parties and Partners: Used to synchronize resource categories of parties
and partners from the Trading Community Architecture (TCA)
- When to Run: For 1 million party records, this concurrent program should take
about 20 minutes to run. If the business is using a lot of Party type resources, then
this program can be scheduled to run on a nightly basis.
Synchronize Supplier Contacts: Used to synchronize supplier contacts of type person
information from Oracle Purchasing.
- When to Run: For 100,000 supplier contact records, this concurrent program
should take about 20 minutes to run. If the business is using a lot of Supplier
Contact type resources, then this program can be scheduled to run on a nightly
basis.
Synchronize Application Username: Used to synchronize the Application Username
and Resource Manager tables.
- When to Run: In a system comprising 50,000 users, this concurrent program
should take about five minutes to run. It can also be scheduled as a nightly process.
Synchronize Groups Denorm: Used to denormalize the Resource Group hierarchy
structure into a flat structure for fast and easy data access.
- When to Run: For about 4,000 groups, and average of 10 level hierarchy structure,
this program takes about 10 to 15 minutes. It can be scheduled as a nightly process.
This program achieves the same results as Flatten Group Hierarchy. The only
difference is that this program is launched automatically from the UIs whereas the
latter is used for cases where the data may have been created using Resource
Manager APIs.
Synchronize Reporting Manager: Used to populate data into an internal Resource
Manager table which is accessed by Oracle Incentive Compensation. It gets kicked off
automatically from Resource Manager UIs.
- When to Run: In a system with 150,000 resources, and about 4,000 groups, this
program takes about 10 to 15 minutes. It can be scheduled as a nightly process if a
lot of changes to Resource Group Membership are made daily.
Note: The Populate Reporting Manager concurrent program is redundant and has been
replaced with the Synchronize Reporting Managers, and Build Reporting Manager concurrent
programs.
Flatten Employee Hierarchy: Used only to populate data in Resource Manager internal
tables to expedite data display in the Organization link for Employee hierarchy.
- When to Run: For about 100,000 employees, this program takes about two to three
minutes to run. It can be scheduled to run as a nightly process.
Flatten Group Hierarchy: Used to denormalize the Resource Group hierarchy structure
into a flat structure for fast and easy data access.
- When to Run: For about 4,000 groups, and an average 10-level hierarchy structure,
this program takes about 10 to15 minutes. It can be scheduled to run as a nightly
process.
Group Audit Report: Used to obtain audit information for a particular resource group.
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When to Run: This program should be scheduled to run only as needed. For a
group, it should take no more than one to two minutes assuming normal system load
and resource availability.
Group Structure Report: Used to obtain group structure information for a particular
resource group. Given a group, it displays all the child groups, as well as all the
immediate-level members of the group. This information can also be obtained online
through Resource Manager HTML screens.
- When to Run: This program should be scheduled to run only as needed. For a
group, it should take no more than one to two minutes assuming normal system load
and resource availability.
Resource Manager Diagnostics: Used as a diagnostic tool for troubleshooting in case of
some undesirable behavior in Resource Manager. It generates an output containing
various critical file versions that comprise Resource Manager functionality.
- When to Run: While troubleshooting.
Technical Note
It is strongly recommended that an employee, party, partner, or supplier contact not have more
than one Application User. If an employee that is linked to two or more Application Users is
imported into Resource Manager, then only one of these Application Users gets associated to
the resource.
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Sales
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Telesales
Call Center
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Defining Roles
Defining Roles
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Sales Manager
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Defining Roles
A role can encompass one or more job descriptions, job titles, or job functions within
applications. Resource Manager is delivered with seeded roles for all CRM modules.
You can use the Roles window to define:
Roles which are tied to role types
Role attributes
How to Define Roles
In the Roles window, enter the code and name information for a new role. Select the role type
information from the Role Type list of values to tie it to your new role.
Note: You must make sure that a role type exists before you can associate any new role.
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Member
Lead
Admin
Manager
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Role Attributes
Each role is associated with one specific role attribute. This helps you to group different roles
together when defining a resource reporting hierarchy. This hierarchy is used in sales product
families, such as Sales Online and Telesales, to control data access privileges (customer, sales
lead, and sales opportunity) as well as to control sales forecast rollups and incentive
compensation plans. It is also used for workflow notifications and escalations. For example,
you set up an escalation for service requests and tasks, and notifications for members of groups
go to the manager. Therefore, besides defining a role, you must also specify the role attribute
information for this new role by selecting the following seeded role attribute check boxes:
Member: Default when another attribute is not selected (Lead, Administrator, Manager).
Lead: Used in the context of team lead.
Admin: Used to view and modify information about other group members. In the HTML
Resource Manager, only a user in a group with either the Administrator or Manager
group member role can update group member and group hierarchy information.
Manager: Used to set up the group reporting hierarchy. For example, all the forecasts for
a group of sales representatives will roll up to the person with the Manager role attribute
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in that group. In addition, a user with the Manager group member role can update the
group member and group hierarchy information in the HTML Resource Manager.
Note: The Active check box indicates that the role is active.
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Case Study
Case Study
Vision Inc. is a company that offers a full range of
computer systems and office equipment. Additionally,
the company offers an array of services to support its
products for customers. Vision has decided to
implement Oracle 11i E-Business Suite to support its
growth in the marketplace.
Presently, the implementation team is in the process
of implementing the Resource Manager module.
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Navigation
Define a Sales Role
CRM Resource Manager or CRM Administrator responsibility (EBUSINESS/ WELCOME),
(N) Resource Manager > Setup > Roles
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Solution
Note: Enter your terminal number in place of XX.
Define a New Role:
1. Log in with the CRM Resource Manager or CRM Administrator responsibility
(EBUSINESS/WELCOME), select Resource Manager > Setup > Roles.
2. Enter the following information for a sales role:
- Code: XX _Sales Agent
- Name: XX _Sales Agent
- Type: Telesales
- Description: XX _Sales agent
3. Select the Member role attribute. Make sure the Active check box is also selected.
4. Leave the Jobs region field blank.
5. Save your work by clicking the Save icon.
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Define resource groups with group roles: You can define a resource group with group
roles specified in the Forms-based version.
Note: You can also define resource groups in the HTML Resource Manager. However,
the group roles and exclusive flag check box can only be identified in the Forms-based
version.
Define dynamic groups: Use SQL statements to define resource groups.
Define resource teams: You can define a resource team in the Forms-based version
only.
View resource reporting information: You can view specific resource reporting
information.
Run reports: Group Audit Report and Group Structure Report are created in the Forms
version.
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Importing Resources
Importing Resources
Use the Selection Criterion window to import the
following resource types:
Employees from Oracle HRMS
Parties and partners from Oracle Accounts
Receivables
Supplier contacts from Oracle Purchasing
CRM Administrator responsibility
(N) Resource Manager > Maintain Resources > Import Resources
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Importing Resources
Log in as the CRM Administrator, select Resource Manager > Maintain Resources > Import
Resources to open the Selection Criterion window.
You can create employee resources in the HTML version. Employees, parties, partners, and
supplier contacts can be imported into Resource Manager from Oracle HRMS, Oracle
Purchasing, and Oracle Accounts Receivables depending on the resource category you choose.
The only resources that you can create, but not import, in the Forms version through the
Resource window is the salesperson with resource of category of type OTHER or TBH (to be
hired).
Note: If no supplier contacts, parties, or partners exist in the system, then you cannot import
them.
Note: If relevant competency information for an employee resource has been defined in
HRMS, then you can also use it as the search criteria.
Technical Note
Seeded values for object codes EMPLOYEE, PARTY, SUPPLIER_CONTACT, PARTNER,
OTHER, and TBH must be available in order to populate values in the Resource Category
drop-down lists in the Selection Criterion window and the Resources window.
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Importing Resources
Importing Resources
After clicking the Create Resource button in the
Selection Criterion window, the Default Values window
opens. You can assign roles, and role start and end
date information to this resource if you know the valid
time frame for a role. Otherwise, click OK to open the
Selected Resource window.
Roles
Resource
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Number field and the Save Resource button is also disabled. The Transaction Number field is
only used for documentation purpose.
Different Ways to Import Resources
In general, there are three ways to import resources into the Resource Manager:
Individually Import: An individual resource can be imported into Resource Manager by
logging in with the CRM Administrator responsibility, and selecting Resource Manager >
Maintain Resources > Import Resources.
Mass Import: This can be done through the concurrent programs to synchronize data
between Resource Manager and Oracle HRMS, Oracle Purchasing, and Oracle Accounts
Receivables.
Through the APIs: As mentioned earlier, the APIs of your legacy systems and Resource
Manager public APIs are used when you want to import data from your legacy HR,
Purchasing, or Accounts Receivables system into Resource Manager.
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Navigation
Defining a New Employee
U.S. (Super) HRMS Manager responsibility (EBUSINESS/WELCOME), (N) People > Enter
and Maintain (B) New
Assigning Responsibilities to the Employee
System Administrator responsibility (EBUSINESS/WELCOME), (N) Security > User >
Define
Importing the Employee Resource
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Import Resources
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Solution
Define a New Employee:
1. Log in with the U.S. (Super) HRMS Manager responsibility (EBUSINESS/
WELCOME), and select People > Enter and Maintain.
2. Click New in the Find Person window. Enter employee information in the following
fields:
- Last Name: Your last name
- First Name: Your first name
- Gender: Select either Male or Female.
- Type: Employee
3. Save the record. Select File > Save from the menu.
4. Disregard the two notes that are displayed if you attempt to save the record without
entering a date of birth or social security number (SSN).
5. Record the employee identification number in the Employee field. It is used in later
practices.
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Solution (continued)
Assign Responsibilities to the Resource
6.
Log in with the System Administrator responsibility (EBUSINESS/WELCOME), select
Security > User > Define.
7.
Enter the following information:
Username: Enter your first initial combined with your last name. For example, use
Jsmith for John Smith.
Password: Enter Welcome twice.
Person: Select the employee name (your name) that you just created from the list of
values.
Assign the following responsibilities that you need to access Resource Manager:
- Resource Self-Service Administrator responsibility
- CRM Administrator responsibility
Note: You must also assign the following responsibilities to the user for the convenience
of accessing the stand-alone Foundation modules and other CRM applications that will
be used in the rest of the entire course:
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Solution (Continued)
- CRM Application Foundation User responsibility
- JTF HTML Calendar User responsibility
- CRM HTML Administration responsibility
- Territory Administration HTML responsibility
- Interaction History JSP User responsibility
- Interaction History JSP Administrator responsibility
- Workflow User Web Applications responsibility
- Preferences (Self Service Web applications) responsibility
- U.S. (Super) HRMS Manager responsibility
- Customer Support responsibility
- Field Service Manager responsibility
8. Save your work.
9. Repeat steps 1 through 5 to create another resource for your friend. The second resource
will be used later in the practice.
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Solution
Import the Employee Resource:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), select
Resource Manager > Maintain Resources > Import Resources. The Selection Criterion
window opens.
2. Make sure that Employee is selected in the Resource Category field.
3. Enter the employee number that you recorded earlier in the Number field.
4. Click Search. The application populates the Category and Name fields in the Search
Results region.
5. Click Create Resource. The Default Values window opens, and the application populates
the Start Date field with the current date.
6. Click OK. The Selected Resources window opens, displaying the resource selections.
7. Click Save Resource and record the resource number for later use. Note that the New
Record populates automatically in the Comments field. Resource importation and
definition is complete.
8. Repeat steps 1 through 7 to import the second resource that you created earlier.
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Role
Group
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Other attributes
Team
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If you select Alex Able from the search results that you retrieved earlier, detailed information
for Alex is then displayed in the Resource window. From here, you can view the organization,
username, start-date, or end-date information if it is identified for him.
To view his personal information, click the View button.
Save your resource information first before assigning additional roles or groups to it.
You can also define more resource information by using the following tabs:
Roles: You assign or modify role and role type information for an individual resource. These
role, role type, and role attribute check boxes are defined in the setup screen. The start date
default is the current date, and it can be modified here.
Groups: You assign or modify group information. Groups are usually more than one person,
and a resource can belong to more than one group. This tab reveals in detail which groups the
resource belongs to, and the role in the group. Click the group name to display Group Member
Roles if this resource has group member roles assigned.
Teams: You assign or modify team information here. Teams can comprise multiple groups and
combinations of groups and individuals. Click the team name to view Team Member Roles if
this resource has team member roles assigned.
Note: How to assign resources to a group or team is covered later.
For detailed information about how Sales Compensation uses Resource Manager, refer to the
11i Use and Administer Sales Compensation course.
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items. All fields are read-only. If the resource is not associated with either center, these fields
are blank.
Compensation: You can either view or define the Currency Type corresponding to the Cost
per Hour listed on the Service tab. This information is primarily used by Oracle Incentive
Compensation (OIC).
Receivables: You identify a salesperson by entering additional information in the Receivables
tab. The attributes defined here are used by Oracle Accounts Receivables and Order
Management. How to enter this tab will be covered later in the section about defining a
salesperson.
Note: You can view only personal information about the resource in the Miscellaneous tab.
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Defining a Salesperson
Defining a Salesperson
A salesperson is any person involved in the sale or
support of products and services.
Imported Resources
Resource Category
Employee(Form)
Partner
Party
Supplier Contact
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Required info.
CRM resources
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What Is a Salesperson?
A salesperson is any person involved in the sale or support of products and services.
Salespeople are typically field personnel, but can also be support teams and other product
specialists involved either directly or indirectly in generating revenue for an organization.
Who Can Be a Salesperson?
Depending on their relationship to the sales organization, salespeople can be internal
employees or external people or organizations. Parties, employees, partners, and supplier
contacts can all become salespeople by having sales numbers and other relevant information
assigned to them after being imported into Resource Manager. However, these imported
resources will always carry their original resource categories of Employee, Party, Partner, or
Supplier Contact. These resource categories will never change.
For example, Vision Corporation partners with Business World to promote certain products.
Business World can be imported as a Partner category and be given a sales number and
relevant information. Thus, Business World becomes a salesperson and can be assigned to your
group or team, and still retain the category of Partner for marketing campaigns or
opportunities.
Salespeople with Resource Type of Other or To Be Hired
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The only resource you can create in the Forms-based Resource Manager is a salesperson with
resource type Other or To be hired.
For example, as a sales representative, you are responsible for an account and may team up
with a consultant to help you close a sales deal for that account. The consultant could negotiate
with you and share 10% of your sales deal. In this case, you can create a resource with resource
type of Other for the consultant who will share the profit of your sales compensation. A
similar situation can be applied to a to-be-hired employee resource who starts one week earlier
than the actual hiring date recorded in the HRMS, in order to help you close a sales deal. You
can create a resource with resource type of To be hired to share the sales credits or
compensation.
After creating a resource with resource type Other or To be hired or importing a resource
with resource type Employee, Party, Partner or Supplier Contact, you can assign a salesperson
number to the resource in the Resources window. After you save this resource information, you
can enter Sales Credit Type and the other required information on the Receivables tab in the
Resource window.
Warning: Because the resources of type of Other and To be hired will never be connected
with employees in Oracle HRMS, you do not want to create resources in Resource Manager
that will later be created in Oracle HRMS.
Note: In the HTML version, Salesperson Number and Sales Credit Type fields are required
when you create an employee resource in the Create An Employee Resource window. This is
because HTML Resource is primarily used by Oracle Sales Online and employee resources
created here are salespeople.
Refer to the Oracle CRM Application Foundation User Guide for information about defining a
salesperson.
Note: A salesperson number can be either numeric numbers or letters or a combination of both.
It can also be the same number as the employee number. It must be unique in each
organization. After saving or updating resource information, validation will occur to make sure
no duplicated salesperson numbers are created.
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Receivables
information
Group
Role
Salesperson
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Defining a Salesperson
After creating or importing a resource, you must assign a salesperson number to the resource if
the resource is a salesperson. This salesperson number can be either numeric numbers or letters
or a combination of both. It can also be the same number as the employee number.
Save your resource information first before assigning additional roles or groups to it.
Roles: Use the Roles tab to assign or modify sales roles to a salesperson. Each salesperson can
be associated with one or more sales roles.
Groups: Use the Groups tab to assign or modify group information. Oracle Incentive
Compensation uses this tab to define the compensation group hierarchy to specify how sales
credits and forecast roll-ups are to be distributed within the sales organization. The
compensation group hierarchy is a group of sales people who share a roll-up relationship.
Note: You can assign this salesperson to a group here in the Groups tab or in the Define
Groups window.
For detailed information about how Sales Compensation uses the Resource Manager, refer to
the 11i Use and Administer Sales Compensation course.
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Receivables
information
Salesperson
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Receivables
information
Salesperson
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5. Territory Flexfield: The territory flexfield includes a combination of area, country, and
region. Receivables uses this information for reporting purposes.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Resources
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Solution
Modify the Imported Resource Information:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Resource Manager > Maintain Resources > Resources. The Find Resources
window opens.
2. Enter the resource number that you created for yourself in the earlier practice.
3. Click Find. The Resource Search Results window opens.
4. Click the Resource Details button and the Resource window opens.
5. Enter the following information in the Roles tab:
- Role Type: Field Sales
- Role: Field Sales Manager. Note that the Manager check box is selected.
- Start Date: This field populates todays date
- End Date: Leave this field blank
6. Save your work by selecting File > Save. Leave this window open.
Define a Salesperson:
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1. Continuing from the previous solution, repeat the previous steps 1 through 4 to modify
the second resource that you created for your friend.
2. Add the following information in the Resource window to modify this person as a
salesperson:
- Category type: Employee
- Salesperson number: XX001
- Start Date: Enter todays date.
Note: You must enter a start date. The end date is optional.
3. Enter the following information in the Roles tab:
- Role Type: Field Sales
- Role: Field Sales Representative. Note that the Member check box is selected.
- Start Date: This field populates todays date
- End Date: Leave this field blank
4. Select the Receivables tab to enter following information:
- Date Active: Enter todays date.
- Active for Receivables: Select this check box
- Sales Credit Type: Quota Sales Credit
5. Save your changes.
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What Is a Group?
What Is a Group?
Resources can be organized into groups. The
following diagram shows the relationship between
each member role within a group.
Vision Model A Sales Group
Role Type
Linda
John
Mark
Key
Accounts
West
Group
Carol
Role
Role Attribute
Manager
Sales
Sales
manager
Sales
Member
Sales
representative
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Resource Groups
A group is based on the similar functionality or roles of its members. It can consist of
individual resources and resource groups. For example, Vision Motor Corporation has several
sales groups for different models. Linda, as a sales manager, leads the Vision Model A Sales
Group. She has three sales representatives Carol, Mark, and John directly working for her.
This Vision Model A Sales Group can also consist of another resource group, Key Accounts
West Group, to handle sales in the west region for model A.
Note: A resource can belong to multiple groups. For example, as a sales manager for model A,
Linda may belong to another sales group to provide model A information.
Group Member Roles: Roles and responsibilities can be associated with all members of a
resource group. For example, Linda is a sales manager; Carol, Mark, and John are sales
representatives. The Sales Manager and the Sales Representative are job roles assigned to the
Vision Model A Sales Group. Each member can have multiple roles defined within a group or
among groups. Suppose Key Accounts West Group consists of only two people due to resource
constraints. One of them can play two roles, sales manager and field sales agent, at the same
time. Or while Linda is a manager in the Vision Model A Group, she may be a member in the
Vision Model B Group.
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Group Usage: Specify the usage of your group. For example, the Vision Model A Group can
be used in Sales Compensation, and Sales and Telesales.
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Defining Groups
Defining Groups
Use the Define Groups window to define a resource
group. This includes entering the following
information:
General information (name, description and
effective dates)
Group members and member roles for the group
Group roles
Group usage
Parent and child groups
CRM Administrator responsibility
(N) Resource Manager > Maintain Resources > Groups
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Defining Groups
Log in with the CRM Administrator responsibility, select Resource Manager > Maintain
Resources > Groups.
Define a group first, then assign an individual member to the group that includes any of the
resource categories. The buttons in the Members tab have the following functionality:
Member Details: Opens the Resource window and displays the members information
Move Member: Opens the Move Member window, where you can assign a member to
another group
Member Roles: Opens the Member Roles window, where you can define the member role
type, name, and effective dates
After saving group information, a group number populates automatically. Use this group
number to define parent-child relations in the Parent Groups or Child Groups tab.
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Roles
Role Type
Sales Manager
Sales Representative
Telesales Agent
Field Manager
Sales
Sales
Telesales
Field Sales
Telesales Manager
Telesales
Group Roles
Group Member Roles
in the TeleSales Group
Sales Manager
Sales
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Use the Member Role button on the Member tab in the Define Groups window to assign
specific roles associated with role types to the resource in a particular group. The
availability of roles here is limited to the roles that were specified earlier in the Resource
window. Suppose Alex Able is assigned to a group. The selection of his group member
roles can only have Sales Manager and Sales Representative available if it is for Sales
role type.
The same concept is used in defining resources in a team. Use the Roles tab in the Define
Teams window to define the team roles and role types. Use the Member Role button on the
Member tab in the Define Teams window to assign specific roles and role types to a resource
in a particular team.
Managing Changes in Group Member Roles
If the reporting hierarchy changes for performance reasons, it is better to delete a group
member role in the Member Roles window rather than end-dating the role. This is because enddating a role is a slower operation than deleting it. In a deep hierarchy structure, this will have
a considerable impact on performance.
Exclusive Flag: If this check box is selected, then you can assign resources only to this group
with a particular member role and group usage that is not assigned to any other exclusive group
with the same role and usage in the same time frame. Because you specify the resource in this
group exclusively, the same resource with the same member roles cannot be assigned to
another group during the overlapping time frame.
For example, you assign Susan Smith as sales manager with the usage of Sales to East Sales
Group, with Exclusive Flag checked, from January 1, 2001 to January 31, 2001. You can
assign Susan with the same usage and time frame to West Sales Group, with a different usage
of Sales Compensation and the Exclusive Flag checked. You cannot assign her with the same
role, the same usage of Sales, and the same time frame to South Sales Group with the usage of
Sales and the Exclusive Flag selected.
Searching for Groups
In the Define Groups window, select View > Find to open the Find Groups window. You can
search by group number, name, and effective dates. Select the group number from the Results
region and click OK to view the group.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Groups
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Solution
Note: Enter your terminal number in place of XX.
Define Resource Groups:
1.
Log in to the CRM Administrator responsibility (EBUSINESS/WELCOME), select
Resource Manager > Maintain Resources > Groups.
Enter the First Group Information
2. Enter the following information for Group1:
- Name: XX-Field Sales Accounts
- Description: XX-Field Sales Accounts
3. In the Members tab, enter the following information:
Category: Employee
Number: Use the list of values to select yourself (the first resource you created in the
earlier practice) after being imported into the Resource Manager from the HRMS.
Click the Member Roles button to assign the following information to the resource in this
group:
- Role Type: Field Sales
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- Role: Field Sales Manager (notice the Manager check box is selected)
4. On the Roles tab, assign the following information to the XX-Service Accounts:
Role Type: Field Sales
Role: Field Sales Manager
5. On the Usages tab, select Field Sales from the list of values in the Usage field for this
group.
6. Save your work and record the first group number.
7. Leave the window open.
Enter the Second Group Information
8. Position your cursor in the Name field and select File > New to enter the second group
information.
9. Enter the second group information in the following fields:
Name: XX-Field Sales Account East
Description: XX- Field Sales Account East
10. In the Members tab, enter the following information:
Category: Employee
Number: Select the resource number that you created for your friend
Click the Member Roles button to assign the following information to the resource in this
group:
- Role Type: Field Sales
- Role: Field Sales Representative (notice the Member check box is selected)
11. In the Roles tab, assign the following information to the second group:
Role Type: Field Sales
Role: Field Sales Representative
12. In the Usages tabbed page, select Sales and Telesales from the list of values in the Usage
field.
13. Save your work and record this group number.
Specify Parent-Child Group Relationship
14. Enter the following information in the Parent Groups tab:
Group Number: Enter the first group number that you recorded earlier; the group name
populates automatically.
15. Save the group definition. If you search for the first group number and click the Child
Groups tab, then the second group number and group name will be visible in the tabbed
page.
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extension through the Universal Work Queue (UWQ), where more specific predefined rules
may apply in directing the call.
In a dynamic group, the database automatically updates information about individual group
members (dynamic routing executes the workflow/procedure to get an agent list).
An example of how a dynamic group should be created:
Select Resource_ID from
JTF_IH_INTERACTIONS
where Party_ID=:CUSTOMER_ID
order by Last_update_date desc
Searching for Dynamic Groups
In the Dynamic Groups window, select View > Find from the application menu to open the
Find Dynamic Groups window. You can search by number, name, usage, and active dates.
Select the group number from the Results region and click OK to view the dynamic group
information.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Dynamic Groups
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Solution
Note: Enter your terminal number in place of XX.
Define Dynamic Groups
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Resource Manager > Maintain Resources > Dynamic Groups. The Dynamic
Groups window opens.
2. Enter the following fields:
- Name: XX-Dynamic Group
- Usage: Call Center
- Description: XX-Dynamic Group
- Start: Enter todays date
3. Enter the following SQL statement in the SQL Statement field:
Select Resource_ID
From JTF_IH_INTERACTIONS
Where Party_ID=:CUSTOMER_ID
Order by Last_update_date desc
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Group Hierarchy
Group Hierarchy
Helen Freeman
West Regional Sales group
Alex Brown
Jeff Walsh
Field Sales group
Telesales group
Pat Smith
Jim Breen
Product A group
Product B group
Jack William
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Group Hierarchy
Individual resources can be assigned to a group, and a group can belong to another group or to
multiple groups. Resources therefore can be organized through a group hierarchy with a
parent-child relationship.
For example, Jack William and Frank Nelson are sales representatives who belong to the
Product A group and report directly to Pat Smith, the sales manager of Product A; but they
report indirectly to Jeff Walsh who leads the Field Sales group as field sales manager. The
Field Sales group and the Product A group have a parent-child relationship.
You can use the group hierarchy to view direct reporting or all reporting information for a
resource. For example, you can search for direct reporting information for the employee Jeff
Walsh based on the above group hierarchy. You can see Pat Smith and Jim Breen listed as the
results for direct reporting. Jack William and Frank Nelson are added to the list if it is for all
the reporting information due to the parent-child relationship between these groups.
Note
To show the direct reporting structure, the member role in the parent group must be
higher than the member role in the child group.
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The direct reporting discussed here applies only to subordinates, not to the direct
manager, for a specific resource.
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Note that member names change in the Members region if you select different group names in
the Groups region. The selected group should have a blue line next to it so that you know the
group is currently selected.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Group Hierarchy
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Solution
View Resource Reporting Information
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Resource Manager > Maintain Resources > Group Hierarchy. The Group
Hierarchy window opens.
2. Enter the following information to view resource reporting information:
- Name: Enter your name here (the first resource you created in the earlier practice)
- View By: All
- Select: All
3. Click the View button to view the direct reporting information. At this point, you should
see the following information:
- XX_Field Sales Accounts and XX_Field Sales Accounts East groups populate in the
Groups region
- Group members name in the Members region based on the selected group
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What Is a Team?
What Is a Team?
Individual resource
Model B
sales manager
Groups
Teams
New product
development group
New model
development
team
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Model B
support engineer
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Resource Teams
A team is a collection of cross-functional resources. It consists of groups and individual
resources that work together to efficiently complete a project. You define a team to organize
the necessary resources to accomplish an objective or a particular task. Team members are
chosen on the basis of their availability, qualifications, and location. For example, Vision
Motor Corporation wants to develop a new model which has the features of model B. A new
model development team can be established to have a new product development group, a sales
manager for model B, and a support engineer who specializes in model B.
Team Member Roles: Each team member, whether it is an individual resource or a resource
group, has a member role assigned to it. For example, the new model development group (a
group resource) and the support engineer (an individual resource) can both have a development
member team role. The Development Member role must be one of the group roles that have
been assigned to the New Model Development Group. Like a group member, a team member
can have multiple roles assigned to a team.
Team Roles: You can assign multiple roles to a team. For example, the New Model
Development Team will play a Development Member role, and a Support Manager role at the
same time.
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Team Usage: Specify the usage of your team. For example, the New Model Development
Team can be used in Support, Telesales, and Service.
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Defining Teams
Defining Teams
Use the Define Teams window to define a team. This
includes entering the following information:
General information (name, description and
effective dates)
Team members and member roles for the team
Team roles
Team usage
CRM Administrator responsibility
(N) Resource Manager > Maintain Resources > Teams
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Defining Teams
Use the Define Teams window to define a team first, then assign individuals, including any of
the resource categories, or group resource associated with its role types, roles, and usage
information to that team.
Use the following tabs to enter team details information:
Members: Use this tab to assign individual resources or group resources to the team. Use
the following buttons to define additional functionality:
- Member Details (B): Opens the Resource window and displays the member
information
- Member Roles (B): Opens the Member Roles window, where you can define the
member role type, role, name and effective dates
Roles: Use this tab to assign role type and role information specifically for the team.
Usage: Use this tab to assign usage information specifically for the team.
Note: If you want to assign group resources to a team, then the group information must be
available.
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Note: The value of the role type limits the list of values for the role. For example, if you
choose Call Center as the role type, then you can only select the relevant roles that are used in
the Call Center.
Exclusive Flag: This checkbox has the same function as that in the Define Groups window. If
this check box is selected, then you can assign resources only to this team with a particular
member role and team usage that is not assigned to any other exclusive team with the same
member role and usage in the overlapping time frame. Because you specify the resource in this
team exclusively, the same resource with the same member roles cannot be assigned to another
team during the overlapping time frame.
For example, you assign Susan Smith as sales manager with the usage of Sales to the Sales
Support Team, with the Exclusive Flag check box selected, from January 1, 2001 to January
31, 2001. You can assign Susan with the same usage and time frame to Sales Project Team,
with different usage of Sales Compensation and the Exclusive Flag checked. You cannot
assign her with the same role, the same usage of Sales, and the same time frame to Cross Sales
Team with the usage of Sales and the Exclusive Flag check box selected.
Searching for Teams
This has the same functionality of searching for groups in the Define Groups window. Select
View > Find from the Define Teams window to open the Find Teams window.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Teams
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Solution
Define a Resource Team
1. Log in as the CRM Administrator responsibility (EBUSINESS/WELCOME), and select
Resource Manager > Maintain Resources > Teams.
2. Enter team information in the following fields:
- Name: XX_Sales Team
- Description: XX_ Sales Team
3. After creating a new team, you can assign resources to the team. In the Members tab,
enter the following information:
- Type: Individual
- Category: Employee
- Number: Use the list of values to select your friend that was imported into the
Resource Manager from the HRMS. Optionally, you can enter the resource number
you recorded earlier.
4. Click the Member Roles button to assign the following information to the resource in this
team:
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5.
6.
7.
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Running Reports
Running Reports
The following reports are used in the Resource
Manager:
Group Audit Report
Group Structure Report
CRM Administrator responsibility
(N) Resource Manager > Others > Requests > Run
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Resource Reports
The following reports are used in Resource Manager:
Group Audit Report: Resource Manager can run audit reports detailing changes to resources
and resource groups created within a date range. For example, any changes made to new
members of a group are defined, but role change information is not. This provides an audit trail
of the actions taken for specific groups and resources.
For example, a sales manager can use the Group Audit Report to verify and trace a specific
sales group for its group members (sales representatives) historical information based on a
specific time range. From the report, you can easily identify that Lisa Jones with her resource
number has been changed from Key Accounts Central Group (group number 54) to Key
Accounts Group (group number 43). This information can be an audit record for sales credits
or compensation distribution.
Note: Only the movement of a resource from a given group to another group is tracked.
Resources changing roles within the same group are not reported in the Audit Report.
Group Structure Report: Resource Manager can run a Group Structure Report, which
displays only the group hierarchy and structure information.
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For example, you can use the Group Structure Report to view the group hierarchy information
for a specific group, such as Key Accounts Group. The group members name and its resource
category information (such as employee resource), child group name (Key Accounts Central),
and numbers of level down from the selected group (such as the Key Accounts Central child
group is one level down from the selected Key Accounts Group) and effective date information
are all visible in the report.
How to Run Reports
Log in with the CRM Administrator responsibility, select Resource Manager > Others >
Requests > Run. Select the report name in the Submit Request window. Select the group name
from the drop-down list that you want to monitor for your report in the Parameters window.
For the Group Audit Report, besides the group name, you must specify a time frame (either a
start date or the number of days for the report) in order to run this report successfully.
View Reports
Log in with the CRM Administrator responsibility, select Requests > View. Select All My
Requests in the Find Requests window and click the Find button to access the Requests
window.
Select your report name and click the View Log button to view this report. The report details
will open an HTML screen showing the log file for the selected report.
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Navigation
Running the Group Structure Report and Group Audit Report
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Others > Requests > Run
Viewing the Group Structure Report and Group Audit Report
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Requests > View > (B)
Find
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Solution
Note: Enter your terminal number in place of XX.
Run the Group Audit Report And Group Structure Report
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Resource Manager > Others > Requests > Run.
2. Click OK to submit the selected single request option button in the Submit a New
Request window.
3. Select the Group Audit Report in the Name field of the Submit Request window. The
Parameters window opens.
4. Enter the following information in the Parameters window:
- Report Type: Group
- Group Name: XX_Field Sales Accounts
- Date range/no of days: Range
- Start Date: One week prior to todays date using the format of 01-FEB-2002
- End Date: One week after todays date using the format of 10-FEB-2002
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Solution (continued)
1. Leave the rest of the fields blank and submit this request.
2. Select Yes to submit another report.
3. Select the Group Structure Report in the Name field of the Submit Request window.
4. Enter XX_Field Sales Accounts in the Group Name field of the Parameters window.
5. Submit this report by click the Submit button.
6. Select No in the Decision window to close the window.
View the Group Audit Report and Group Structure Report
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Requests > View.
2. Select All My Requests in the Find Requests window and click the Find button to access
the Requests window.
3. Select your report names individually and click the View Log button to view this
report.
4. The report details will open an HTML screen showing the log file for the selected report.
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6. Define skill levels (HTML): Used to define skill proficiency levels for products if the
HTML Resource Manager is used.
Note: The first three implementation steps (run concurrent programs, define role types and
roles) have been introduced in an earlier lesson.
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Note: If you are not using the HTML Resource Manager, then you do not need to set up these
options.
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Appropriate Users
or System Administrators
Define Resource
Fields for Update
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Resource Address: Resources can enter and maintain their work address information
(such as address, mailstop, office, and location) in the Address region of the Create an
Employee Resource window.
Work Phone Number: Resources can enter and maintain their work phone information.
E-mail Address: Resources can enter and maintain their e-mail address information.
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Expert
Expert
Numeric Value
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After modifying the skill information, click the Update button to save or the Restore button to
reset the original values in the window.
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Navigation
Accessing the HTML Resource Manager Setup Screens
Log in to the JSP page using the name that you created in the first practice, select the Profile
icon on the top right corner of the page. Select the Navigation Preferences hyperlink from the
navigation menu on the left. Select the Resource Self Service Administrator responsibility in
the Current Responsibility field. Click the Update button (or sign out and log in again if
needed) to access the setup windows.
Defining Skill Levels
Resource Self Service Administrator responsibility, (T) Administration > Skill Levels subtab
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Solution
Note: Enter your terminal number in place of XX.
Prerequisites: Make sure to use the following steps to change the default responsibility to the
Resource Self Service Administrator responsibility if you cannot access the correct setup
windows:
1. Log in to the JSP page using the name that you created in the first practice and change the
password if necessary. Sign out and log in again to select the Profile icon on the top right
corner of the page.
2. Select the Navigation Preferences hyperlink from the navigation menu on the left.
3. Select the Resource Self Service Administrator responsibility in the Current
Responsibility field.
4. Click the Update button (or sign out and log in again if needed) to access the setup
windows.
Define Skill Levels:
1. Log in to the Resource Manager setup screens using the name that you created in the first
practice.
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Automatically
Automatically
Record
Import
HRMS
HTML Resource
Forms Resource
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+
Sales
role type
Sales
representative
Employee
resource
Key accounts
group
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today, then the same support analyst role that Rhonda is currently playing in a group as a group
member role will also be terminated.
Note: A sales role, with Sales role type, is a feature used in Incentive Compensation to assign
default compensation plans to sales representatives. One or more sales roles can be assigned to
one sales representatives, allowing for multiple compensation plans to be assigned to one sales
representative.
Updating Resource and Group Information
To remove one of the roles and role types, select the role and role type that you want to delete
and click either the Remove icon (before resource creation) or the Remove check box (after
resource creation) to clear the row.
Note: Click the Show History button in the Roles region to view resource role historical
information.
Assigning Resources to a Group
In addition to assigning resource roles, you can also assign a resource to a resource group and
assign appropriate group member roles to this resource in the Group Membership region.
For example, Rhonda can be assigned to a resource group with the appropriate group member
roles identified and become a group member. After you finish assigning resource and the
resources group member roles (roles within that group), click the Update button to save your
changes.
Use the same method for updating resource information to update group information. To view
group historical information, you can click the Show History button to access the Group
Member History window.
Because this group information can also be entered in the Members region of the Create Group
window, more information will be discussed later.
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Navigation
Creating a Sales Resource
Resource Self Service Administrator responsibility using your username, (T) People >
Employees subtab > (B) Create
Querying the Resource in the Forms Version
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Resource Manager >
Maintain Resources > Resources
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Solution
Note: Enter your terminal number in place of XX.
Create an Employee Resource
1. Log in to the Resource Manager setup screens using the username that you created
earlier. Select the People tab and then click the Create button.
2. Create an employee for yourself with the following information:
- Last Name: Enter your friends last name
- First Name: Enter your friends first name
- User Name: Use your friends first initial combined with full last name. For
example, jsmith for John Smith.
- Job Title: SAL600.Sales Representative
- Email: Use your username with @ vision.com
- Start Date: Todays date
- Sales Number: XX001
- Sales Credit Type: Quota Sales Credit
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Solution (continued)
5. Click the Create button to save your work. Remember to record your employee number
and resource number in the Resource Details window. They will be used in later
practices.
6. Assign the following resource roles to your friend:
- Role Type: Sales
- Role: Sales Representative
- Start Date: Todays date
- End Date: Leave this field blank
7. Leave the Group Membership region blank and click the Update button to save your
work.
Query the Resource in the Forms Version
1. Login with the CRM Administrator responsibility (EBUSINESS/WELCOME), select
Resource Manager > Maintain Resources > Resources.
2. Query the resource that you just created in this practice by entering the resource number
or resource name in the Find Resources window.
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3. Execute the query and click the Resource Details button to view the resource role
information in the Roles tab. Close the window.
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addition, she assigns three recent hires from the central region to this group as group members
with appropriate role types and roles identified in the Members region.
Note: You can also set an end date for a member role if you know this member is going to be
given a new role soon. For example, if Rhonda Abbott is going to be promoted to a support
manager one month from today, then Pat Stock, a resource administrator, can set an end date
one month from today for Rhondas current role as a support analyst. In addition, Pat can
create another support manager role for Rhonda and this new role can start one month from
today.
Viewing Group Details in the Group Details window
After entering all necessary group information, Pat clicks the Create button to go to the Group
Detail window with the parent group name (Key Accounts) identified. Click the parent group
name hyperlink to access the parent group details.
To view the group member historical information, Pat can click the Show History button in the
Group Details window to access the Group Member History window with resource category,
resource name, role type, roles, as well as start and end date information. For example, if Paul
Henry was part of the Key Accounts Central group members, then Pat can see Pauls name
shown in the Group Member History window.
Adding or Modifying Group Hierarchy Information
In addition, you can also add or modify group hierarchy information by clicking the Hierarchy
hyperlink from the side navigation menu to open the Group Details Child and Parent Groups
window. You can then add additional parent and child group information to the group that you
just created by entering search criteria and clicking the Go button in the Group Name to
perform a search. The description and start date information are populated automatically. You
can set an end date to any parent or child group if necessary.
Deleting Resource Group Information in the Create Group Window
From the Create Group window, you can update and remove group information.
To remove one of the group usages or members, select the member or usage that you want to
delete and click either the Remove icon (before group creation) or the Remove check box (after
group creation) to clear the row.
Note: Group role functionality can only be defined in the Forms version only. To define a
group role, use the Roles tab in the Define Groups window. The group role is particularly
useful when this group is assigned to a team. For example, you can assign Telesales manager,
sales manager, and sales representative roles to a group as its group roles. When this group is
assigned to a team, it can only perform the Telesales managers role in that team.
Note: Resource teams can be created in the Forms version only.
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Navigation
Resource Self Service Administrator responsibility using your username, (T) People > Groups
subtab > (B) Create
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Solution
Note: Enter your terminal number in place of XX.
Create Resource Groups
1. Log in to the Resource Manager setup screens with your username.
2. Select the People tab and Groups subtab. Click the Create button to define the following
two groups:
Group 1:
- Name: XX-Key Accounts
- Description: XX-Key Accounts
- Parent: Leave this field blank
- Start Date: Todays date
- Usage: Sales and Telesales
- Category: Employee
- Resource Name: Select yourself
- Role Type: Field Sales
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3.
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Summary
Summary
In this lesson, you should have learned how to:
Identify the setup dependencies for Resource
Manager
Describe implementation considerations for
Resource Manager
Describe how to implement Resource Manager
Describe how to create dynamic groups and team
resources in Forms
Explain how to run resource reports
List public APIs used in Resource Manager
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Objectives
Objectives
After completing this lesson, you should be able to
do the following:
Explain the key terms related to Territory Manager
Describe how Territory Manager integrates with
other modules
Describe the territory setup and usage process
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What Is a Territory?
What Is a Territory?
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What Is a Territory?
You can create a territory based on geographical locations, such as the east coast territory or
the west coast territory. A territory can also be based on a customer name. For example, this
could be the Vision territory. In addition, you can create a territory based on both geographical
location and name. For instance, this could be a West Coast Vision Territory.
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Rank
Winning territory
Number of winners
Catch all
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Resource
Manager
Quality Online
Trade
Management
Business
Rule Monitor
Escalation
Manager
Territory
Manager
Sales and
Telesales
Assignment
Manager
Service
Customer
Info.
Account
Info.
TM
Data pull from TM
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Data flow into TM
CRM Schema
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Business Rule Monitor uses the escalation territory defined in the Territory Manager to
decide who will receive the workflow notifications based on the chosen workflow
process and workflow attributes.
Escalation Manager uses the escalation territory defined in the Territory Manager when
using automatic ownership assignment through the Assignment Manager.
Assignment Manager uses Territory Manager to retrieve qualified resources identified in
territories.
Territory Manager uses resources defined in the Resource Manager to display and assign
any type of CRM resource to a territory.
Territory Manager uses parts of the CRM schema to assign qualifiers to a territory.
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Escalation territory
Types
Templates
Run reports
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After territory creation or updates, your territory administrator must run the Generate Territory
Package concurrent program to generate the correct, and updated territories before a calling
module can properly assign resources that are defined in your territories.
Ongoing Management Tasks
After territory creation, your territory administrator can manage territory changes, such as
copying an entire territory or mass change territory resources if needed. After updating existing
territories, the Generate Territory Package concurrent program still needs to be run to generate
the correct, and updated territories. The administrator can run territory reports to verify
territory change information, besides performing a search to view territory hierarchies through
either the Navigator tree or Administration menu.
Note: Detailed information about territory implementation process and ongoing management
tasks are covered in the 11i Implement and Administer CRM Application Foundation course.
Use Territory Manager
After territory creation, end users can use the Territory Lookup Tool to search for sales
representatives that defined in the Sales and Telesales (territory usage) territories.
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Practice: Fill-in-the-Blanks
Use the terms listed to complete the fill-in-the-blank sentences. There are more terms than
blanks.
Terms
Escalation Territory
Territory Types
Territory
Territory Administrator
Transaction QualifiersResource Qualifiers
Number of Winners
Rank
Catch All
Delete
Descriptors
Territory Umpire
Transaction Quadrants
Research Qualifiers
Number of Managers
Degree
Check All
Telephone
Territory Template
Manage
Qualifiers
Descending Territory
Region
Territory Models
Fill-in-the-Blanks
1. Territory Manager is a tool that helps you ________territories.
2. A _________is an organizational domain with boundaries defined by attributes of
customers, products, services and resources.
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11. A Catch All territory is a placeholder used at the top of a territory hierarchy if no other
territory has been defined.
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Summary
Summary
In this lesson, you should have learned how to:
Explain the key terms related to Territory Manager
Describe how Territory Manager integrates with
other modules
Describe the territory setup and usage process
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Objectives
Objectives
After completing this lesson, you should be able to
describe how to use the Territory Lookup Tool.
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Escalation territory
Types
Templates
Run reports
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Sales Territories
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94065
Organization Only
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Zip Code field for New York office. After clicking the Search button, he can directly
search for the sales representatives.
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Practice Overview:
Using the Territory Lookup Tool
This practice covers searching for sales
representatives by using the Territory Lookup tool.
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Practice:
Using the Territory Lookup Tool
As a sales agent for Vision Corporation, you want to
identify all resources that are assigned to the
Business World account located in California. This
way, you can work with them as a team to create leads
or opportunities for a new product promotion. To do
so, you need to use the Territory Lookup tool through
Sales Online.
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Navigation
Log on to Sales Online by using LJONES/WELCOME > (T) Home > Tools subtab > (H)
Territory Lookup.
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Practice Solution:
Using the Territory Lookup Tool
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Solution
Use the Territory Lookup Tool
1. Log on to Sales Online by using LJONES/WELCOME, select Home tab > Tools subtab
> Territory Lookup hyperlink.
2. Enter the following search criteria in the Territory Lookup window:
- Organization: Business World
3. Click the Go button.
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Practice Solution:
Using the Territory Lookup Tool
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Solution (continued)
Use the Territory Lookup Tool (continued)
4. Select the Business World 8475 Elk Grove Road, New York, NY 10000 hyperlink to
view the search results.
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Practice Solution:
Using the Territory Lookup Tool
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Summary
Summary
In this lesson, you should have learned how describe
the use of the Territory Lookup Tool.
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Objectives
Objectives
After completing this lesson, you should be able to
describe how to do the following:
Implement Territory Manager
Search territory information
Create individual territories
Create territories using types and templates
Create escalation territories
Mass change territory resources
Copy an entire territory hierarchy
Run territory reports
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Territory Rules
Territory Rules
A territory can be thought of as a large filtering engine
based on the criteria (qualifiers) you use when
defining your territory.
Even if you use two types of qualifiers when defining
territories, only one of them (Transaction Qualifier) is
used to determine which territory is the winning
territory.
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Territory Rules
A territory can be thought of as a large filtering engine based on the criteria (qualifiers) when
defining your territory.
When there is a need to use territories to help select qualified resources for a document, such as
a service request, which criteria is to choose the right territory from the many territories that
you have defined for your business?
First, you need to define certain criteria in helping territory selection process. You can identify
the Transaction Qualifier which is the criteria used in the Territory Manager to determine
which territory is the winning territory among competitive territories.
Second, you must specify qualified resources while defining your territories. Therefore, once a
winning territory is identified based on the transaction qualifiers, the resources specified in the
winning territory can then be assigned to a document.
As to specifying your desired resources while defining territories, you can use the other search
criteria called Resource Qualifier to specifically assist you in selecting resources. However, if
you know exact resources you want to use in defining territories, you do not have to define the
resource qualifier.
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Keep in mind that the transaction qualifier is the territory rule that helps you determine the
winning territory; the resource qualifier is just a resource filtering tool to assist you selecting
the right resources, but you must specify resources while defining territories regardless whether
the resource qualifier is used or not.
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Qualifiers
Qualifiers
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Value
Operator
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Qualifier Components
Three components define a qualifier:
Name: The name of the qualifier. It can be a postal code, an item, a task priority, a
request status, or a job title.
Operator: Use an operator to connect a qualifier name, and its values to make a qualifier
meaningful. The operators list of values (LOV) depends on the data type of the qualifier.
Possible values for the Operator field can be as follows:
- = (equal to): This is the default value.
- < > (not equal to)
- > (greater than)
- < (less than)
- > = (greater than or equal to)
- < = (less than or equal to)
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Value: A selection from the LOV in this field is based on the selected qualifier. For
example, the LOV for the request status qualifier can be Open, Closed, and so on. If area
code is the qualifier, then manually enter this field such as 408, 212, and so on.
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Competitive territories
Winning territory
Vision Central
Vision East
Vision West
Customer name
Customer name = Vision East
(Transaction qualifier and its value)
Vision East
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Transaction Qualifiers
Transaction qualifiers are criteria used to determine the winning territory. This is the first
major decision point when the Assignment Manager tries to assign resources to a task.
Transaction qualifiers serve as the if clause. If this object qualifies for this territory, then the
resource assigned in the qualified territory will be assigned to a transaction (a service request
or task). For example, use area code, postal code, company name, or opportunity channel as the
criteria for a transaction to determine the winning territories first (the territories win among
competitive territories). Then the resources assigned to the winning territories can be assigned
to the transaction.
Use the example below to understand how a transaction qualifier and its value is used in a
transaction:
A transaction qualifier name is called Customer Name with operator = and value
Vision East. You use Customer Name = Vision East as the transaction qualifier (and
its value) to define the Vision East territory. If a service request is created for a customer
called Vision East, then the Vision East territory will be selected as the winning territory
among other competitive territories, such as Vision Central, and Vision West, due to the
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matched qualifier name and its value. The resources assigned in the Vision East territory
can then be assigned to the service request for the Vision East customer.
Different territory users, such as Oracle Sales or Service, use different sets of transaction
qualifiers. These transaction qualifiers are grouped by transaction type. For example, a Sales or
a TeleSales territory has three predefined transaction types: Account, Lead, and Opportunity.
Examples of transaction qualifiers within the Account transaction type are Company Name,
Area Code and Postal Code. Opportunity channel is one of the transaction qualifiers for the
Opportunity transaction type.
Note: The only transaction qualifier that can be customized is Customer Name Range Group
used in Oracle Sales and Telesales. You must enable the seeded transaction qualifiers before
you can use them.
More Seeded Transaction Qualifiers for Trade Management and Service Request
Routing
More seeded qualifiers (offer and claim related qualifiers) can now be used to define a territory
for Trade Management. In addition, there are more qualifiers to support Service Request
routing. With this feature a service request submitted via iSupport or Teleservice can use
specific transaction qualifiers to assign the service request to a defined group or individual
resource.
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Qualifiers
Available
resources
Qualified
resources
Job title
(Qualifiers name)
Assigned
resources to
a territory
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= Supervisor
(Qualifiers operator
and value)
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Resource Qualifiers
Resource qualifiers are criteria that are used specifically for resource selections while defining
territories. Resource qualifiers are not used during the assignment process; the assignment
process is determined by the transaction qualifiers.
For example, you build your territory with the transaction qualifier and its value Country =
France. Now you want to add only French speaking resources to your territory. Therefore, use
the resource qualifier Language and its value French as the resource filter to help you find
the appropriate resources for your territory.
Another example of a resource qualifier with its operator and value can be Job Title =
Supervisor. Use this if you want to assign a resource with a supervisor position to the open
tickets for your customers.
Note: When defining resource qualifiers, use the = or < >(not equal to) symbols in the
Operator field instead of the > (greater than) or < (less than) symbols. This is because the
system cannot identify whether a buyer is higher in rank than a driver in the statement Job
Title > Driver.
Resources in a Territory
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Resource qualifiers serve as a resource filter to assist you in searching for appropriate
resources that match your criteria (such as Language = French). However, if you know exactly
which resources you want to use while defining a territory, then there is no need to specify the
resource qualifiers.
No matter how you select resources while defining your territory, you must identify resource
names in the Resource tabbed page of the Territory Details window.
If you use resource qualifiers to help you select resources, you must make selections from the
qualified resources suggested by the resource qualifier before assigning them to a territory.
This is addressed later. (Click the Auto Assign Resources button to open the Qualifying
Resources window in the Resources tabbed page.)
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Qualifier Functionality
Qualifier Functionality
The following diagram shows transaction and
resource qualifiers that are used in the same sales
territory:
Postal code between 90010 and 94087
(Transaction qualifier and its value)
Task
Resource category = Employee
(Resource qualifier and its value)
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Territories
Transaction qualifier Customer name = Vision
Resource qualifier
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Note: A node is a labeled point in a territory tree diagram at which subordinate lines branch
off. For instance, a catch-all territory is the first node in the territory tree structure that consists
of different nodes of applications, such as Oracle Service, or Oracle Sales, and Telesales.
2. From the Administration pull-down menu:
You can enable qualifiers, define customer name range group qualifiers, templates and territory
types, as well as create individual or escalation territories, mass change territory resources, and
perform search functions.
Note: A catch-all territory is a territory used as the default territory, if no other has been
defined.
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Escalation territory
Types
Templates
Run reports
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Territory Planning
Territory Planning
Before using Territory Manager, your territory
planning team must analyze the territory setup in
your organization and organize territories to
meet your business needs.
Vision
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Territory Planning
The planning phase is the most important step in setting up a territory.
Before using Territory Manager, a territory planning team should be established to analyze the
territory setup in your organization. This territory planning process needs enterprisewide
cooperation and feedback. Multiple territory revisions in the first months of operation should
be expected as your enterprise discovers omitted information or territories that do not work on
a day-to-day basis.
Here are the general steps to follow in the planning process:
Review your existing territories. You need the following types of information:
- How your territories are currently assigned (by state, industry, zip code, account,
and so on)
- The names and current territory assignments for your sales or service personnel
- Your products and how they are differentiated
Decide which qualifiers you want to assign to territories and create territory types if
needed.
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Decide on the hierarchy of territories. You must consider how your territories are
structured or organized (if they involve multiple organizations). For instance, are they
going to want to set up territories differently in each organization? How will they be
administered after the territories are set up? Are the territories going to be centralized or
decentralized? Will they all be administered at the parent organization level or
independently within each organization?
Decide whether you need escalation territories and how they fit in the hierarchy.
Identify any overlapping territories at the same hierarchy level and decide the order in
which the application picks them. Rank any overlapping territories at the same level from
1 to N to determine the order. A territory with a lower rank (for example, rank 1 is lower
than rank 2) wins over a territory with a higher rank if both of them are at the same
hierarchy level. In case of a tie, the assignment is made randomly.
- For example, if a customer can be assigned to two overlapping territories at the
same hierarchy level which are ranked 1 and 2 respectively, the territory with a rank
of 1 wins over a territory with a rank of 2.
Test your strategy before implementing territories throughout the company. Remember
that your first territory setup is not necessarily the one that works best. You can achieve
optimum territory definition only gradually after much fine-tuning to accommodate user
reactions and various interests in your organization.
Consider future territory maintenance efforts
In general, there is no limitation on territory creation. You can create as many territories as you
want for your business. However, in considering the purpose of future territory maintenance,
for example, you may need to modify territories due to sales, service, or support personnel
changes or relocations, as well as organizational changes. You should have territories that are
manageable in terms of size or the ability to control the complexity of transaction qualifiers
used in your territories. For example, you can have large numbers of territories but with
manageable transaction qualifier names and values so that you can minimize the efforts
required of territory management.
Note: Territories with the overlapping values for the same transaction qualifier are considered
overlapping territories. For example, a transaction qualifier Zip Code is used for two or more
territories, therefore, one of the values can be Between 10000 and 80000 and the other can
be Between 30000 and 70000. These two territories are overlapping territories.
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Case Study
Case Study
Vision Inc. is a company that offers a full range of
computer systems and office equipment. Additionally,
the company offers an array of services to support its
products for customers. Vision has decided to
implement Oracle 11i E-Business Suite to support its
growth in the marketplace.
Presently, the implementation team is in the process
of implementing the Territory Manager module.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Customer Name Range Group
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Solution
Note: Enter your terminal number in place of XX.
Define Customer Name Range Groups:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. On the application menu bar, select Administration > Define Customer Name Range
Group to open the Define Customer Name Range Group window.
3. Use the following steps to define a customer name range group with values specified:
- Name: XX_Business World
- Description: XX_Business World worldwide organization
- Operator: Like
- Value From: Business World %
- Operator: Between
- Value From: A% Business World
- Value To: Z% Business World
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Task or Service Request. This forces you to tie account qualifiers to either a Task or Service
Request.
Note: The Service Request and Task transaction type means tasks are created through a
service request. If it is a stand-alone task, use the Task transaction type instead.
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Escalation territory
Types
Templates
Run reports
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Overview Tab
Use the Overview tab to enter the following general territory information.
For example, due to recent business expansion to Europe, Roberta Brooks, a territory
administrator, receives a request from the Sales Department regarding a need to create a new
sales territory. Roberta opens up the Territory Details window and selects Oracle Sales and
Telesales in the Usage field. She enters name and description information for this new sales
territory. The start date defaults to todays date. If this territory is only for a specific time
frame, she can enter the end date. Because there is no escalation territory created for this new
territory, she leaves the Escalation field blank. In addition, she identifies appropriate
transaction types based on the territory usage of sales. She wants this territory to have the
highest priority to win among a selection, so she puts 1 in the Rank field. She enters 1 in
the Number of Winners field to allow just one winning territory.
Note: When a multiple organization is considered while creating territories, use the
Organization field to identify the appropriate level for your territory creation. You can create
territories at the top organization level (Vision Corporations) or at a specific operating unit
level. For example, Marketing Online uses the MO:Operating Unit profile option to set up the
responsibility that the administrator has logged in with.
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Territory Manager uses the Number of Winners field to determine the number of winning
territories, and uses the Rank field to specify the priority of a territory selection. Detailed
information about Rank and Number of Winners is discussed later.
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- Task priority
Transaction - Task status
qualifier
- Task type
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Note: If you want to create territories using a territory type, then you must select the territory
type first. If the transaction type is selected before you select the territory type, then you cannot
select the territory type because the transaction types override the territory type. The Type field
is disabled. How to create territories using a territory type is introduced later.
Note: If you create territories using a territory template, then select the desired template in the
Template field. Otherwise, you can leave this field blank. How to create multiple territories
using a template is introduced later.
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Condition A
Condition B
Territory 1
Rank 2
Rank 3
Territory 2
Rank 3
Rank 2
Territory 3
Rank 2
Rank 4
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Reason: The territory with rank 2 wins over the territories with rank 3 and 4.
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Overview
Transaction Qualifiers
Resources
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Navigation
Overview Tab
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory
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Solution
Note: Enter your terminal number in place of XX.
Create a Territory in the Overview Tab:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. In the navigator, select the territory that serves as a parent to the new territory. If this is
the first territory you are creating, select Catch All.
3. Select Oracle Service from the Catch All folder and right-click the mouse to select New.
The Territory Details window opens.
4. Enter the following information in the Overview tab:
- Usage: Oracle Service
- Name: XX_Vision Service Territory
- Description: Vision service territory
- Start Date: Todays date
- Rank: 1
- Transaction Types: Service Request, Service Request and Task, and Task
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- Number of Winners: 2
5. Save your work and leave the Territory Details window open.
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Customer Name
Qualifiers Name
Business World
Qualifiers Value
Operator
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When the Allow Overlap check box is selected (default), you can assign overlapping qualifier
values. For example, John Smith is responsible for two customers with overlapping postal
codes. When you create a territory for John Smith, you can use Postal Code as the transaction
qualifier with the overlapping values 94400 to 94410 and 94408 to 94420. This way, you can
enter both ranges as values for the qualifier. With overlap not allowed, you cannot use any of
the values within both ranges for a territory at the same level as the territory created for John
Smith. Territory Manager prevents you from entering the second range of values for the
qualifier. However, you can use the values as the qualifier for the next level down or up.
Hint: Enter at least three letters to bring up the LOV in the Value From and Value To fields.
For example, enter Bus, to launch the LOV for Business. You can also use wildcard %
in combination with letters for the LOV, such as Bu% for Business.
Note: The Next Value Set, Mode, and Mass Create Territories buttons are used only in
territory templates. How to create territories using a template is discussed later.
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Overview
Transaction Qualifiers
Resources
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Navigation
Transaction Qualifiers Tab
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory > (T) Transaction Qualifiers
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Solution
Assign Transaction Qualifiers to the Territory:
1. Continuing from the previous step, click the Transaction Qualifiers tab.
2. Enter the following information:
- Qualifier Name: Postal Code
- Allow Overlap: Select to allow overlap
3. Enter the following postal code information in the Operator, Value From, and Value To
fields:
- Between 02101 and 02217 (for NE, Boston)
- Between 33601 and 33697 (for SE, Tampa)
- Between 98101 and 98199 (for NW, Seattle)
- Between 75201 and 75398 (for SW, Dallas)
- Between 60601 and 60827 (for MW, Chicago)
- Between 67201 and 67278 (for Central, Wichita, KS)
4. Save your work and leave this window open.
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Available
resources
Qualified
resources
Qualifiers
Job title = Supervisor
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Overview
Transaction Qualifiers
Resources
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Navigation
Resource Qualifiers Tab
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory > (T) Resource Qualifiers
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Solution
Assign Resource Qualifiers to the Territory:
1. Continuing from the previous step, click the Resource Qualifiers tab.
2. Enter the following information:
- Qualifier Name: Resource Type
- Operator: =
- Value From: Employee Resource
3. Save your work and leave this window open.
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Resources Tab
Resources Tab
You must use the Resources tab to specify resource
information that you want to use in a territory.
There are two ways to identify resources:
Manually assign resources: Use this method if you
know exactly which resources you want to use in
a territory.
Auto-Assign resources: Use this method only if
the Resource Qualifiers tab is used.
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Resources Tab
Use the Resource tab to specify resource information in a territory. It is important to use this
tab because only territories that have resources attached to them can be winning territories.
Therefore, after a resource is added to a territory for the first time, you must run the Generate
Territory Package concurrent program.
Resources assigned to territories in this tab can be any CRM resource defined in Resource
Manager. They can be employees, salespeople, groups, teams, parties, partners, and supplier
contacts.
There are two ways to identify resources while defining a territory:
Manually Assign Resources
If you know exactly which resources you are going to assign to a territory, then you do not
need to use the Resource Qualifiers tab to limit the resources. Instead, use the Resources tab to
enter the resource in the Name field. The resource type populates automatically.
Auto-Assign Resources
In some cases, you may not know which resources you want to assign to a territory, and you
may have a large pool of potential names. In that case, use the Auto-Assign Resources feature
to determine your resources.
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Note: It is suggested that you enter resource qualifiers and their values in the Resource
Qualifiers tabbed page before using this button.
After clicking the Auto Assign Resources button in the Resources tabbed page, the Qualifying
Resources window displays a list of people who match the Resource Qualifier values that you
have entered. Select the Assign check box next to the resource name that you want to assign to
this territory. Click OK to return to the Resources tabbed page. You can then modify the fields
on the horizontal scroll bar if necessary.
If you cannot find any people in the Qualifying Resources window, then you must go back to
the Resource Qualifiers tabbed page and either enter a different set of resource qualifier values
or select resources manually.
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Overview
Transaction Qualifiers
Resources
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Navigation
Resources Tab
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory > (T) Resources
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Solution
Assign Resources to the Territory:
1. Continuing from the previous step, click the Resources tab.
2. Click the Auto Assign Resources button to launch the Qualifying Resources window.
3. Select the Assign check box next to the resources that you want to assign to your
territory. You can use the down-arrow key to view more resources in the Qualifying
Resources window.
4. Click the OK button to return to the Resources tab. The selected resources populate
automatically in the Name field.
5. From the horizontal scroll bar, select the Primary Contact check box next to the name of
the person that you want to become the primary contact for this territory.
6. Leave the Access Type field blank.
7. Save your work.
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Territory Hierarchies
Territory Hierarchies
A hierarchy stores parent-child relationships among
territories.
Catch-All
US territory
West Coast
Parent territory
Washington
Child
territories
Oregon
California
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Territory Hierarchies
The purpose of having territory hierarchies is to make territory assignments and searching
more efficient.
Parent-Child Territory
Any territory that has one or more subterritories is considered a parent territory. For example, a
west coast territory consists of three subterritories: Washington, Oregon, and California. The
west coast territory and its three subterritories are in a parent-child relationship.
Features of Child Territory (Subterritory)
To help maintain integrity in the hierarchy, each child territory logically inherits the qualifiers
and values of the parent territory. Additional qualifiers and values can be added as needed.
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Territory Types
Territory Types
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Territory Types
A territory type is used to identify sets of transaction qualifiers names to be applied to a
territory without specifying the qualifiers values.
You can simplify and systematize the territory creation process and save time when you are
creating similar territories by using a type. This is because you can create multiple territories
without adding the names of qualifiers to each territory. You still need to enter values for the
transaction qualifiers and define resources in each individual territory separately, however.
For example, the Sales Department of the Business World Company wants to redefine its sales
territories based on geographical locations and customers due to business expansion. Roberta
Brooks, the territory administrator, therefore defines a territory type with the Customer Name
and Postal Code transaction qualifiers identified, but without specific values for Customer
Name and Postal Code.
Note: If you plan to use resource qualifiers in your master territory, then you must use territory
templates instead. How to use territory templates is addressed in a later section.
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territory type, the names in the Transaction Types fields and the transaction qualifiers on the
Transaction Qualifiers tab populate automatically because the territory type is a group of
transaction qualifiers, and the transaction qualifiers are based on the transaction type. You must
assign the value of each transaction qualifier to the territory you are going to create in the
Transaction Qualifiers tab.
You cannot add additional transaction types and qualifier names during territory creation. For
example, if a service territory type has an Account transaction type and a Country transaction
qualifier name specified, then you can use only the same Country qualifier name and assign
different values to this qualifier, such as Country = America or Country = Australia. You
cannot add another qualifier name, such as State, or another transaction type, such as Task,
during territory creation.
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Navigation
Creating a Territory Type
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory Type
Creating Territories by Using a Type
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory
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Solution
Note: Enter your terminal number in place of XX.
Create a Territory Type:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. Select Administration > Define Territory Type from the application menu bar. The
Territory Type window opens.
3. Enter the following information in the Territory Type window:
Organization: Vision Operations
Usage: Oracle Sales and Telesales
Name: XX- Sales Territory Type
Description: Use sales qualifiers
Start Date: Todays date
Transaction Type: Opportunity
Transaction Qualifier:
- Select Opportunity Status and select the Allow Overlap check box.
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- Select Customer Name Range Group and select the Allow Overlap check box
4. Save your work.
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Solution
Note: Enter your terminal number in place of XX.
Create Territories Using a Type:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. In the navigator, select Oracle Sales and Telesales from the Catch All folder and rightclick to select New from the pop-up menu. The Territory Details window opens.
3. Enter the following information for your first territory:
Enter the following information in the Overview tab:
Organization: Vision Operations
Usage: Oracle Sales and Telesales
Name: XX-West
Description: West territory
Type: XX-Sales Territory Type
- After selecting the territory type, the Transaction Types field populate
automatically.
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Rank: 2
4. Enter the following information in the Transaction Qualifiers tab:
Name: Opportunity Status
Operator: =
Value From: Active
Note: Save your work to proceed next qualifier.
Name: Customer Name Range Group
Operator: =
Value From: XX_Business World
Note: Enter %Bus% in the Value From field to bring up the LOV.
5. Select David Lewis, and Samuel Pierson from the LOV in the Resources tab.
6. Save your work by clicking the Save icon.
7. Click the Overview tab and select File > New to create another territory.
8. Enter the following information for your second territory:
Enter the following information in the Overview tab:
Usage: Oracle Sales and Telesales
Name: XX-Central
Description: Central territory
Type: XX-Sales Territory Type
Rank: 2
9. Enter the following information in the Transaction Qualifiers tab:
Name: Opportunity Status
Operator: =
Value From: New Opportunity
Note: Save your work to proceed next qualifier.
Name: Customer Name Range Group
Operator: =
Value From: XX_Business World
Note: Enter %Bus% in the Value From field to bring up the LOV.
10. Select David Lewis, and Lisa Jones from the LOV in the Resources tab.
11. Save your work by clicking the Save icon.
12. Click the Overview tab and select File > New to create another territory.
Enter the following information for your third territory:
13. Enter the following information in the Overview tab:
Usage: Oracle Sales and Telesales
Name: XX-East
Description: East territory
Type: XX-Sales Territory Type
Rank: 2
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Territory Templates
Territory Templates
Territory Template
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Territory Templates
Use a territory template to create large number of territories at the same time. Suppose you
have two large customers and you wish to create a territory for each of them for every state in
the United States. Creating individual territories requires that you repeat the same procedure
100 times, once for each of the 50 states for each company. Using a territory template, you can
create all 100 territories at the same time.
Note: Make sure to test two or three territories and ensure they all work correctly before using
templates for mass territory creation.
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Static mode
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Dynamic mode
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Qualifier Mode
When defining a template, you must specify the qualifier mode for both transaction and
resource qualifiers. There are two types of qualifier modes:
Static qualifier: Use the static qualifier to transfer the qualifiers values to every new
territory no matter whether it is a transaction or a resource qualifier after territory masscreation. Thus, you can treat the values of the static qualifiers as the required values for
every new territory.
For example, you want to create territories and assign someone to handle all the open
service requests in California, Washington, and Oregon. In this case, you use the static
mode for the transaction qualifier and its value Service Request = Open because it goes
to every territory after territory mass-creation.
Dynamic qualifier (Default): Dynamic qualifiers are used to control the number of
territories that are created during the mass-creation process.
In the previous case, you can use dynamic qualifiers for both the resource qualifier (Job
Title with Supervisor and Technician as the values), and the transaction qualifier
(State with California, Washington, and Oregon as the values.)
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Dynamic transaction
qualifier
Templates
State = California
State = Oregon
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State = Washington
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Transaction qualifier
A territory
State = California
Service Request = Open
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Paul Desmond
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6. A territory with a technician assigned who is responsible for all the open service requests
within the state of Washington
This is how a template uses dynamic qualifiers and their values to control the number of new
territories that are mass-created.
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Templates
Value set
State = California
State = Oregon
State = Washington
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Value Set
Because the process of assigning dynamic values is complex, territory templates require that
you enter sequential numbers in the Value Set field, starting from 1, each time that you enter
the value for dynamic qualifiers. This is to ensure that the outcome of the dynamic qualifier
values assigned to the new territories is accurate. If the numbers that appear in the Value Set
are not sequential, such as 1, 3, and 4 (2 is skipped), for either the transaction or resource
qualifiers, then the qualifier values that appear in the new territories will not be correct.
For example, when defining three values for the transaction qualifier name State, you can
manually enter 1 in the Value Set field for California, then 2 for Washington, and 3 for Oregon
if each territory covers one state.
Note: You can enter the same sequential numbers in the Value Set field if necessary. For
example, you want to create a territory that covers open service requests for two states, you can
enter the same value set number for different transaction qualifiers values, such as 1 for
Oregon and Washington, and 2 for California and Nevada.
Besides manually entering these sequential numbers, you can also click the Next Value Set
button between each entry or set of entries. This causes the system to increment by one in the
Value Set field.
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Navigation
Creating a Territory Template
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory Template
Creating Multiple Territories by Using a Template
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory Template > (B) Mass Create
Territories
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Solution
Note: Enter your terminal number in place of XX.
Note: Use the wildcard %%% to bring up the LOV in the Value From and To fields.
Create a Territory Template:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
choose Territory Management > Territory Administration. The Navigator window opens.
2. Select Administration > Define Territory Template from the application menu bar.
3. Enter the following information in the Overview tab as shown in the above screenshot:
- Usage: Oracle Service
- Name: XX-Territory Template
- Description: Service request territory template
- Transaction Type: Service Request, Service Request and Task, and Task
4. Enter the following information in the Transaction Qualifiers tab:
- Transaction Qualifier Name: Request Status
- Mode: Static
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Operator: =
Value From: Open
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Solution (continued)
5. Enter another transaction qualifier as shown in the above screenshot:
- Transaction Qualifier Name: State
- Mode: Dynamic
- Operator: =
- Value From: California
- Value Set = 1
6. Click the Next Value Set button to enter the following qualifier value:
- Operator: =
- Value From: Washington
- Value Set = 2
7. Save your work by clicking the Save icon. Click the Resource Qualifiers tab and enter the
following information:
- Resource Qualifier Name: Resource Type
- Mode: Static
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- Operator: =
- Value From: Employee Resource
8. Save your work and leave the Template Territory Details window open.
Create Multiple Territories Using a Template:
1. Continuing from the previous step, in the Template Territory Details window, click the
Mass Create Territories button either on the Transaction Qualifiers or Resources
Qualifiers tab to generate territories.
2. Note that 2 territories were generated from this Territory template.
Assign resources to each territory
3. Open these two territories that you just mass-created.
4. Click the Resources tab and click the Auto Assign Resources button to launch the
Qualifying Resources window.
Select the Assign check box next to the resource who you want to assign to your territory.
5. Click the OK button to return to the Resources tab.
6. Save your work. Open the other territory you just mass-created.
7. Repeat the step 4 to 6 but select a different resource to this territory.
8. Save your work by clicking the Save icon.
Verify mass territory creation
1. From the navigator tree, select Territory Templates from the View By drop-down list.
2. Click the plus sign of the Territory Templates. Click the plus sign of the Oracle Service
folder to show all existing templates.
3. Click the plus sign of the XX-Territory Template to view your territories for this mass
creation.
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Escalation Territories
Escalation Territories
You can create escalation territories to automatically
reassign a sales lead or service call when certain
conditions are not met.
An escalation territory contains resources that are
responsible for managing an escalation.
Task failed
Escalation
resource
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Escalation Territories
An escalation territory provides resources manage escalations.
By using escalation territories you can define the escalation path, with an appropriate resource
(the escalation owner) identified for the territory in the event of exceptions. The escalation
owner is an Employee Resource resource type and can be assigned either manually or
automatically. In case of automatic assignment by using an escalation territory, the Assignment
Manager is used in conjunction with Territory Manager. An escalation can be automatically
assigned to an owner if the escalated document (a service request, task, or defect) has an
escalation territory defined.
For example, if a service engineer cannot get to a service request within a certain time frame,
as defined in the Business Rule Monitor (BRM), then the service request is automatically
escalated to the escalation owner defined in the escalation territory.
How to manually escalate a document is covered in the Escalation Manager lesson.
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Overview
Transaction Qualifiers
Not available
Resource Qualifiers
Resources
Sub Territories
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Fred Bramer
Paul Desmond
Escalation
territories
Territories
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Navigation
Note: Enter your terminal number in place of XX.
Creating an Escalation Territory
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Define Territory Escalation
Attaching the Escalation Territory to an Individual Territory
Open the XX-Vision Service Territory that you created earlier by selecting Territories from the
View By drop-down list.
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Solution
Note: Enter your terminal number in place of XX.
Create an Escalation Territory:
1. Log in with the CRM Administrator responsibility and select Territory Management >
Territory Administration. The Navigator window opens.
2. Select Administration > Define Territory Escalation from the application menu bar. The
Escalation Territory Details window opens.
3. Enter the following information in the Overview tab:
- Usage: Oracle Service
- Name: XX-Escalation
- Description: An escalation territory
- Escalation: Leave this field blank
- Start Date: Todays date. By default the territory become effective on the date you
create it.
4. Select the Resources tab.
5. Select one employee resource from the list of values in the Name field.
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Territory
types
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Territories
Customer Name = Vision
Job Title = Manager
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Concurrent Programs
Concurrent Programs
The Generate Territory Package concurrent program
creates territory rules and reflects changes that are
made.
Territory change
Territory creation
Generate
Territory
Package
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Concurrent Programs
It is important that the territory administrator run the following concurrent programs regularly
or every time a territory is added or changed.
Generate Territory Package: After territory creation and modification, this program must be
run for the following reasons:
To create the territory rules or to reflect the changes that you made to territories.
Otherwise, your territories will not reflect the actual changes and will not work correctly
when calling modules try to use the Assignment Manager to assign resources. For
example, if you change the value of qualifier state from California to New York, then the
Generate Territory Package concurrent program must be run.
To build the API that returns the winning territories and resources that are defined in your
territories
Note: The Territory Denormalization Refresh program (used for Oracle Sales) no longer needs
to be run because it is combined with the Generate Territory Package program.
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Escalation territory
Types
Templates
Run reports
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Note: After updating territories, the Generate Territory Package concurrent program must be
run to reflect the changes made to territories.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration > (M) Administration > Mass Change Territory Resources
After searching for all sales territories that have David Lewis, make sure to check the Selected
check box in the Scope region. Then, hold down to the Control key to select three sales
territories (XX_West, XX_Central, and XX_East) that you created in earlier.
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Solution
Note: Enter your terminal number in place of XX.
Mass Changing Territory Resources:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. Select Administration > Mass Change Territory Resources from the application menu
bar. The Mass Change Territory Resources window opens.
3. Enter David Lewis in the Resource field of the Find Territories region.
4. Click Find.
5. Make sure the following check boxes are selected:
- The Replace check box in the Operation region
- The Selected check box in the Scope region
6. Enter Timothy Cleary in the Resource field of the Assignee region.
7. Leave the Start Date unchanged.
8. Hold down to the Control key while selecting three sales territories (XX_West,
XX_Central, and XX_East) that you created earlier.
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Note: After updating territories, the Generate Territory Package concurrent program must be
run to reflect the changes made to territories.
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Navigation
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Management >
Territory Administration.
Copying a Territory with Assigned Resources
From the navigation tree, double-click the existing XX_West territory that you created earlier.
Click the Copy Territory button on the Overview tab to launch the Copy Territory window.
Note: If you cannot see the Copy Territory button shown in the Overview tab, then click any
other tab and click the Overview tab again. You should be able to see the button.
Modifying the New Territory
From the navigation tree, double-click the XX_West Key Account territory that you just
created.
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Solution
Note: Enter your terminal number in place of XX.
Copy a Territory with Assigned Resources:
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. Select XX_West territory from the Oracle Sales and Telesales folder of the territory
navigation tree and double-click it to open this territory.
3. Click the Copy Territory button on the Overview tab to open the Copy Territory
window.
4. Enter the following information in the Copy Territory window:
- Copy Resources check box: Select the check box
- Leave the Copy Hierarchy check box: Leave this check box unchecked
- Name: XX_West Key Accounts
- Rank: 2
- Description: XX_West Key Accounts
- Start Date: Todays date
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View Territory: Used to open a selected territory. You can double-click the highlighted
territory or click the Open button to open the highlighted territory directly.
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Navigation
Searching Existing Territories, Escalation Territories, Territory Templates and Types
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Manager >
Territory Administration > (M) Administration > Search
Additional instructions for performing a search:
Territory: Search for either Oracle Service or Oracle Sales and TeleSales territories. Open
the first territory from the search results by clicking the View Territory button.
Escalation Territory: Search for the XX_Escalation territory that you created for the usage
of Oracle Service. Locate your XX _Escalation territory from the navigator tree hierarchy
by clicking the Populate Tree button.
Template: Search for the XX -Territory Template you created for Oracle Service. After a
search, save the search criteria under the name of XX -Template to the Personal Shortcuts
folder within the navigator tree. Clear the search results first, then retrieve this search by
clicking the Open Folder button.
Type: Search for the XX- Sales Territory Type that you created for Oracle Sales and
Telesales, and then clear the search results.
Viewing the Territory Hierarchies
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Solution
Search Existing Territories, Escalation Territories, Templates, and Types
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. On the application menu bar, select Administration > Search. The Territory Search
window opens.
Search for Territories
3. Select Oracle Sales and Telesales or Oracle Service in the Usage drop-down list.
4. Select Territory from the Search Category drop-down list.
5. Using the Basic tab, click the Search button to retrieve all territories for Oracle Sales and
TeleSales, or Oracle Service.
6. Select one of the territories shown in the Search Results region and click the View
Territory button to open this territory.
7. Close the Territory Details window and return to the Territory Search window.
Search for Escalation Territories
8. Select Oracle Service in the Usage field.
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Territory Reports
Territory Reports
The following territory reports are used in Territory
Manager:
Territory Definition Report
Territory Changes Report
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Territory Reports
The following territory reports are used in Territory Manager:
Territory Definition Report: Use this report to retrieve specific territory information based
on certain criteria, such as a specific resource or a transaction qualifier. You can use this report,
for example, to list all the territories that use the transaction qualifier Postal Code in Oracle
Service.
To run this report, you can select either HTML or Excel as the output format in the Territory
Definition Reports window. Select Sales Representative from the drop-down menu and
transaction qualifier information if necessary, and click OK.
Territory Changes Report: Use this report to trace territory change information for a specific
period of time.
To run this changes report, specify the output format and enter the Earliest Change Date and
Latest Change Date as search criteria in the Territory Changes Reports window, and then click
OK.
Note: Both reports can be viewed online or saved in spreadsheet format by selecting Excel as
your output format.
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Navigation
Running the Territory Definition Report
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Manager >
Territory Reports > Territory Definition Report
Running the Territory Changes Report
CRM Administrator responsibility (EBUSINESS/WELCOME), (N) Territory Manager >
Territory Reports > Territory Changes Report
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Solution
Run the Territory Definition Report:
1. Log in with the CRM Administrator responsibility, select Territory Manager > Territory
Reports > Territory Definition Report. The Territory Definition Reports window opens.
2. Select HTML from the Output Format drop-down menu.
3. Enter the following information:
- Sales Rep: All
- Qualifiers: Oracle Service - Customer Name
4. Click OK to view territory definition report in HTML format.
5. Select File > Close to return to the navigator.
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Solution
Run the Territory Changes Report
Search for the existing territory XX-East
1. Log in with the CRM Administrator responsibility (EBUSINESS/WELCOME), and
select Territory Management > Territory Administration. The Navigator window opens.
2. On the application menu bar, select Administration > Search. The Territory Search
window opens.
3. Select Territory from the Search For drop-down list.
4. In the Basic tabbed page, enter XX-East in the Name field.
5. Click the Search button.
6. Highlight the XX-East territory and click the Open button to open the territory.
Add one more Resource to the XX-East Territory
1. In the XX -East Territory window, click the Resources tab.
2. Add one more resource to this territory.
3. Save your work and close this window.
Run the Territory Changes Report
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1. Log in with the CRM Administrator responsibility, and select Territory Manager >
Territory Reports > Territory Changes Report. The Territory Changes Reports window
opens.
2. Select HTML from the Output Format drop-down menu.
3. Enter the following information for the change date:
- Earliest Change Date: One month before todays date
- Latest Change Date: Todays date
4. Click OK to view this report in HTML format.
5. Select File > Close to return to the navigator.
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Summary
Summary
In this lesson, you should have learned to describe
how to:
Implement Territory Manager
Search territory information
Create individual territories
Create territories using types and templates
Create escalation territories
Mass change territory resources
Copy an entire territory hierarchy
Run territory reports
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Calendar Overview
Chapter 9
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Calendar Overview
Chapter 9 - Page 1
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Calendar Overview
Chapter 9 - Page 2
Objectives
Objectives
After completing this lesson, you should be able to do
the following:
Explain the key terms related to Calendar
Describe how Forms-based Calendar integrates
with other modules
Describe how HTML Calendar integrates with
other modules
Explain the functionality new in this release
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Calendar Overview
Chapter 9 - Page 3
HTML Calendar
Forms Calendar
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Calendar Overview
Chapter 9 - Page 4
weekly, monthly, yearly views. In addition, you can subscribe to a group calendar through the
appropriate approval process.
Oracle Sales Online, for example, uses the HTML Calendar to schedule appointments for a
lead or an opportunity, as well as to view resource availability through different calendar
views.
Summary
Compared to the Forms-based version, the functionality of HTML Calendar focuses on
managing personal and group activities, while Forms Calendar is mainly for defining
resources availability and unavailability, and assigning them to work shifts.
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Calendar Overview
Chapter 9 - Page 5
Calendar Functionality
Calendar Functionality
Use HTML Calendar to:
Create appointments
Invite attendees
Subscribe to group calendars
View public calendars
View scheduled activities in
different views
View your daily tasks
Change personal preferences
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Calendar Overview
Chapter 9 - Page 6
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Calendar Overview
Chapter 9 - Page 7
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Key Terms
The following key terms are used in Calendar:
Calendar is a scheduling tool used to define and view availability of resources or groups
of resources, as well as a personal productivity tool used to schedule and view personal
daily activities.
The Calendar Datebook displays time availability for yourself, a resource, or a group of
resources.
The To Do List is a personal listing of things to do.
Shifts define a resources availability to work.
A shift pattern is a set of shifts, such as First Shift Monday through Friday 08:00 a.m 05:00 p.m.
An exception is the time that a resource is not available. Examples of exceptions include
holidays, vacations, sick days, or weekends.
A group calendar is a calendar used only by subscribers. For example, a group calendar
called Key Account can be used by any subscriber after subscription approval.
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Calendar Overview
Chapter 9 - Page 8
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Calendar Overview
Chapter 9 - Page 9
Assignment
Manager
Service
Datebook
Resource
Manager
Task
Manager
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Data pull from Calendar
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Data flow into Calendar
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Calendar Overview
Chapter 9 - Page 10
Marketing
Online
HTML
Resource
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HTML
Calendar
Sales
Online
Partners
Online
HTML Task
Manager
Calendar
Data pull from Calendar
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Data flow into Calendar
Oracle Workflow
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Calendar Overview
Chapter 9 - Page 11
Partners Online uses the HTML Calendar module to schedule appointments, as well as to
view resource availability through different calendar views.
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Calendar Overview
Chapter 9 - Page 12
HTML
Calendar
Telesales
Application
Forms
Calendar
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Calendar Overview
Chapter 9 - Page 13
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Calendar Overview
Chapter 9 - Page 14
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Practice: Fill-in-the-Blanks
Use the following terms to complete the fill-in-the-blank sentences. There are more terms than
blanks.
Terms
Shifts Scheduling
Scheduling
Repeating Appointments
Group Calendar
Calendar Datebook Monthly View
Public Calendar
Calendar
Daily View
Combination View
To Do List
Shift Pattern
Exceptions
Mass Create
Work
Primary Calendar
Yearly View
Attachments
Fill-in-the-Blanks
1. The Forms-based Calendar module is a ________ tool used to define and view
availability of resources or groups of resources.
2. The Forms-based Calendar module uses _____ to define a resources availability to work.
3. Tom works every Friday and Wednesday from 08:00 a.m - 05:00 p.m. In other words, his
_______ is every Friday and Wednesday from 08:00 to 17:00.
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Calendar Overview
Chapter 9 - Page 15
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Calendar Overview
Chapter 9 - Page 16
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Calendar Overview
Chapter 9 - Page 17
9. You can use the To Do List functionality in Forms to identify personal to do things.
10. The functionality of repeating appointments can be used to create multiple appointments
for a specific time interval, such as every Thursday from 10:00 a.m. to 11:00 a.m.
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Calendar Overview
Chapter 9 - Page 18
Summary
Summary
In this lesson, you should have learned how to:
Explain the key terms related to Calendar
Describe how Forms-based Calendar integrates
with other modules
Describe how HTML Calendar integrates with
other modules
Explain the functionality new in this release
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Calendar Overview
Chapter 9 - Page 19
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Calendar Overview
Chapter 9 - Page 20