Customer Data Mgmt
Discussion List
-
What is the SiteUseCode to be used for a Site that is both Bill-To and Ship-ToIs there a single code that can be sued while creating a site which can have business purpose as Ship-To,Bill-To rather than creating same site as Ship to once and then … -
Is it possible to embed AR customer creation and update screen within CX**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is it possible to embed the AR customer creation and upd…Robert Mutton-Support-Oracle 31 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
-
How to remove customer organization contact by SOAP serviceSummary: How to remove customer organization contact by SOAP service Content (required): **This post was created as part of a How to Service Request (SR)** We would like… -
Disable County ValidationHow to disable County validation for Customer Address only while loading CustomerSiraj Syed -Support-Oracle 105 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
How to Add Contact with Addres To Customer AccountHow to add customer account , party site with contact that has a primary addressSiraj Syed -Support-Oracle 71 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
-
How do I display Job Title Code in Opportunity Contact instead of Job TitleSummary: Instead of showing the Job Title in the Opportunity Contact subtab I would like the Job Title Code to display instead Content (required): Currently we are showi…
-
Which attribute combinations are supported in DaaS?**This post was created as part of a How to Service Request (SR) Summary: Why users are not able to enrich account only with country attribute Content (required): NA Ver…Vini Rastogi-Support-Oracle 31 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …Raymond Li-Support-Oracle 51 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
-
Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
-
How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
-
External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
-
Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 36 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
-
Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
-
Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
-
How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 31 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
-
how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
-
Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
How to create a contact at customer site level using REST API callSummary: How to create a contact at customer site level using REST API call Content (required): How to create a contact at customer site level using REST API call Versio…
-
Deleting records using IMPORT MANAGEMENT Tool on CX Sales & ServicesSummary: Delete records in any object on CX Sales & Services... It really delete them? Content (required): I imported some records to Service Request object using Import…
-
Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
CDM - Can we merge and link same data setSummary: Is it possible to use both merge and link options for same data set? Content (required): Hi, Currently we use merge option to find the students' master record i… -
Best Practices for a contact leaving a companySummary: What is the best practice for managing contacts that you have done business that leave a company and go to another company? Content (required): We are trying to…
-
How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…Madhuri Cheruku-Support-Oracle 51 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
How to reactive customer account site use code from I to ASummary: At Customer Site Use / Address Purpose level in UI, users are selected this delete option against Bill To site and the respective site use going into Inactive s…
-
How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 732 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
-
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 41 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
-
contact and contact pointsSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
-
Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 51 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales