Creating Territory Zone Hierarchies

You are an Applications Administrator and need to create territory geography zone types and zones. On this occasion you decide to create a zone type and an Eastern Coast sales zone. You also need to add two states to the new zone.

You start at the Manage Territory Geographies page.

Steps:

1. You first need to to create a new territory zone hierarchy.

    

   Click the Add button.

   Step 1

2. You choose to create a zone at the top of the zone hierarchy, and do not need to select any existing zone.

    

   Click the Add Zone list item.

   Step 2

3. Create a new territory geography zone type.

    

   Click the Create New Zone Type option.

   Step 3

4.  

   Enter a name for the new zone type.

    

   Enter the desired information into the Zone Type field. Enter

    a valid value
    e.g.
    "Sales_Zones"
   .
   Step 4

5. Enter a name for the new zone.

    

   Enter the desired information into the Name field. Enter

    a valid value
    e.g.
    "Eastern Coast Sales"
   .
   Step 5

6. Create a unique code name for the new zone.

    

   Enter the desired information into the Code field. Enter

    a valid value
    e.g.
    "EASTERN_COAST_SALES"
   .
   Step 6

7. You choose to make the zone effective from January 1, 2011, so that the zone will immediately appear in the application.

    

   Enter the desired information into the Start Date field. Enter

    a valid value
    e.g.
    "1/1/11"
   .
   Step 7

8. Click the Submit button.

   Step 8

9. You now need to add geographies to the Eastern Coast Sales zone.

    

   Click the Eastern Coast Sales object.

   Step 9

10. Click the Add button.

    Step 10

11. Click the Add Geography list item.

    Step 11

12. You want to add the state of Massachusetts, United States, to the Eastern Coast Sales zone.

     

    Enter the desired information into the Country field. Enter

     "United States"
    .
    Step 12

13. Click the Search button.

    Step 13

14. You now need to search for the state of Massachusetts.

     

    Enter the desired information into the State field. Enter

     "MA"
    .
    Step 14

15. You could even scroll down the list of states and select MA.

     

    Click the Submit button.

    Step 15

16. You now have the choice of adding just the state to the zone, or adding the state geography with selected child geographies. In this instance, you decide to add only the state to the Eastern Coast Sales zone.

     

    Click the OK button.

    Step 16

17. Geographies are currently added to zones using a back-end batch process. You need to confirm the batch process before it can be submitted.

     

    Click the OK button.

    Step 17

18. Click the OK button.

    Step 18

19. You've just added the state of Masachussets to the Eastern Coast Sales zone. You now need to add another state to the zone, but this time, you need to include selected children of the state geography as well.

     

    Search for the state of New York and add it to the Eastern Coast Sales zone. Follow the steps used to add the state of Massachussets earlier in this demo.

    Step 19

20. Select the state of New York from the search results.

     

    Click the Submit button.

    Step 20

21. Click the Add geography and include selected children option.

    Step 21

22. Click the County option.

    Step 22

23. Click the City option.

    Step 23

24. Click the OK button.

    Step 24

25. Confirm the batch submission to add the state and selected child geographies to the zone.

     

    Click the OK button.

    Step 25

You have now added two state geographies to the Eastern Coast Sales zone: one where the entire state of Masachussets is included as a single geography, and another where every county and city in the state of New York is included as separate geographies.

This concludes this demonstration of creating territory geography zone types and zones.

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