Configuration
Discussion List
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Currency in LeadsHi, How is the currency defaulted in Leads screen as few users from US Business Unit can still see GBP as default in Leads screen Thanks -
Multiple currencies in quotesSummary: Hi team, does any one know the follow request that the ITIS partner of the our ICONTEC client has about the sales product: they are going to implement Sales in …Diana Carolina Castellanos -Oracle 1 view 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales -
Width and Height of Text BoxHi, I have created custom text box with multi-line option is there any feature to change the height and width of text box Thanks
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How to migrate custom object from one instance to another?This post was created as part of a How to Service Request (SR) Release: 11.13.21.10.0 Summary of the question: Customer questions, how to migrate the custom objects from… -
Where is the Primary flag attribute data stored for the Account Contacts**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Requesting you to please help in identifying the BICC Data store d…Umamaheswarareddy Ambati-Support-Oracle 41 views 3 comments 0 points Most recent by Vivek Gautam Sales -
Reporting HierarchyHi, Global Sales goes to VP as this is parent org. Then the following org goes to level 16, 15, 14….till 1 as 16 levels Assume that I have created org structure as in wh…
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Warning message with "Continue" optionSummary Warning pop-up message with "ok", "Continue" or "Cancel" optionContent It will be nice to have an option to throw a warning message on the screens with "Ok", "Co… -
Is it possible to disable the object triggers when updating Account using WebServices(REST API)?Summary: When I update Account data using WebServices(REST API), the Account object trigger is fired. Is it possible to disable the object triggers when update Account u…
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Sales Analytics DashboardHi, Kindly help me out where does the configuration need to be done to setup the hierarchy to be displayed in Sales Analysis Dashboard report For eg I need John in Globa…
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Lookup Type of competitorHi, I would like to create custom FCL field and need to know what is the lookup type so I can add this. Please let me know Thanks
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The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)Summary: Hi, We are getting the error "The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)" on our Outlook Integrator for Orac…
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Notification on Account-Contact relationship deleteSummary: Hi Team, We are planning to send out a notification to account owner, when a contact is deleted from "Contacts" tab. Content (required): When a contact is remov…
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Change Manager in Sales HierarchyHi, How to change the manager of the existing one of the sales hierarchy? The resource was left the company. I could not update / change the manager in Resource Director… -
How to change Primary Phone from Work to MobileHi, How to update Primary Phone from Work to Mobile through UI ? How we can set Mobile # as Primary Phone number always? Thanks, Mohan
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How can we populate a value in Address Additional Element Attribute 5 using groovySummary: How can we populate a value in Additional Element Attribute 5 using groovy Content: We have a requirement that we want to populate some value in Additional Elem…
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Restrict Account Name Update when it is in FinanceHi, We are implementing multi-pillar project where we have Finance, SCM & CX module. If we update Account Name in Sales Module, the same name will update in Finance Cust…
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Upgrade Required for LinkedIn Sales Navigator by Dec 2021Summary: The following is an important announcement for customers currently leveraging the LinkedIn Sales Navigator plug in for Oracle Sales. All customers using the Lin… -
How can we report on Opportunity competitors custom fields data?Hi All, Summary: How can we report on Opportunity competitors custom fields data? We have quite few custom fields created in Opportunity competitor Object. And we want t…Lavu Kalyan Chakravarthi 21 views 3 comments 0 points Most recent by Priscila Terazawa - Support-Oracle Sales
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Privilage to make users not to update Account address using Rest APISummary: Privilage to make users not to update Account address using Rest API We have created a custom roles by copying OOTB Sales Representative role and removed update…Lavu Kalyan Chakravarthi 21 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How to filter accounts based on sales account type field using access group or custom predicatesSummary: How to filter accounts based on sales account type field using access group or custom predicates Content (required): Hi All, We have requirement to have differe…
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Execute Dashboard from Opportunity Object through a LinkHi All, Summary: Execute Dashboard from Opportunity Object through a Link We have created a dashboard and all the reports in the dashboard are prompted based on the Oppo…
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Images in Email TemplateHi, Once the object workflow is triggered I am able to receive the email which comes up designed from Email Template in APPS Composer. Is there way to have images embedd…
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New Feature: RollupsSummary: We have recently introduced a new feature in Oracle Sales: Rollups. Rollups summarize data for an attribute of a business object and its related objects. For ex… -
BPM Worklist and Activity Notifications - Future PlansGood afternoon. I have a general question regarding Oracle's future plans regarding BPM Worklist and how notifications work with regards to Activities. Note, in our case…
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Custom Object - Workflow - ApproverHi, We have custom object and we have defined the business process flow 'ExtnBusinessProcessComposite' in Object workflow. How we can use the Approval Group which we def…
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Product Catalog GroupHi, I created product group and published but still not visible in opportunity revenue lines Thanks
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My Photo - PreferenceContent Hi, My Photo option is not available in General Preferences. Do we need to enable any Tasks? Can Admin upload the Agents photo or only individual can upload thei…
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Mask PII data based on the Contact Point/Address TypeSummary: Is it possible to mask PII data based on the Email, Phone and address types ? Content (required): Hi, Is it possible to mask PII data based on the Email, Phone … -
Number field formatHi, We have couple of custom number fields which is used to store the ID of ERP objects through integration. This field showing the number with comma by default in UI. C…
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Product Revenue Table - Default Type – OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (required): Hi, I need to set the 'Type' column as Product by default when…