Before you can set up a Territory Program, Territory and Quota must be populated with several types of data. This includes organization data, unit types, security data such as business units, calendars, products, and accounts. In this unit, we will cover the management of business units and organization data.
If your organization uses Incentive Management with SAP SuccessFactors Territory and Quota, data that pertains to organizational objects such as positions, participants, and titles are shared between the applications. You do not need to duplicate this data in both applications.
If you use Incentive Management, it is recommended that you create participants, titles, and positions only in the Incentive Management application.
Since Users and Permissions are configured in the Incentive Management Portal, Territory and Quota administrators who have restricted access to organizational objects in Incentive Management are also restricted from accessing those objects in Territory and Quota. These restrictions apply to the Positions, Participants, and Title workspaces in Territory and Quota. The Territory and Quota application also complies with the Read, Create, Update, and Delete permissions configured in the Incentive Management Portal.
Territory and Quota supports the use of Business Units as defined in the Incentive Management application. Business units are optional, but if you want to use them in territory programs, it is recommended that they be created before you create the following objects:
- Participants
- Positions
- Titles
- Accounts
- Products
Further, it is recommended that you create participants and titles first, as they are required to create positions.
Note
Participants, positions, and titles must be configured before you create your territory programs.