Setup and Configuration
Discussion List
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl… -
Is there a way to configure the final approver of a Contract to have signing authority dynamicallySummary: Our requirement is to have the final approver of any Approval Workflow to be assigned as Signing Authority automatically, as depending on the various parameters…Shreya.ac.Singh 5 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Enterprise Contracts
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Sales Manager Custom Group is not available in Access GroupsWe have a custom job role, and is assigned to 2 users. We are trying to copy the object rules to from the standard Sales Manager Group to the Sales Manager Custom Group.… -
Is it possible to configure multiple attachment sections with user-based visibility in Sales?Hi everyone, We are expanding the use of the Attachments field in the Account object within Oracle CX Sales, integrating it more deeply into our internal support workflo…
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Is there a way to mass assign products from a catalog to a price listSummary: I used the spreadsheet import option and imported 70 products. I was then able to add these to our catalog by selecting all of them and publishing the catalog. …Tim Gruidl 11 views 5 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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Associate Contact when Adding RelationshipIn CX Sales, open any Account → Add a Relationship (select existing Contact and give it a relationship type) → The added contact shows up in the 'Relationships' area, bu…
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How to make a fields non-updatable in CX Sales Mobile AppHi, I want to make some fields non-updatable in CX Sales Mobile App when a user opens it. There is no change happening that we can write in the script to make it non =-u…
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How to make saved search based on a DCL fieldHi, We have a custom object used and there is one DCL field created in the object to assign a record to a particular user. I want to create a saved search based on that …
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Account Change HistoryHi team, It is requested that we need to add one field to object Account (organization) change history. We have created a new field called Sales Strategy, and this field…
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Incentive Compensation Credit Rule Assignment Audit Trail / Validation CheckHello, Oracle Experts. We're looking for ways to validate our crediting rules and optimize their performance. Do we have any existing reports or SQL data that show how t…Christian Gerald Patacsil 27 views 2 comments 0 points Most recent by Christian Gerald Patacsil Incentive Compensation
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VBS check environment running to set environment dependent valuesSummary: Hi, we are implementing logic in VBS that need to set an ID variable (SalesMethodId for opportunities). This Id depends on the environment we are running, as th…
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Video: CX Extension GeneratorCX Extension Generator: CX Extension Generator automates the work of creating a top level custom objects, child objects (for both standard [24C and higher] and custom to… -
Add translation for Products in Fusion SalesWe have multiple languages enabled in our environment and have been able to add translations for custom content with any issues with the exception of Product Data. Is th…
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Configuration Migration from Test to PRODSummary: We have our application live with HCM since last 2 year and CRM which went live 2 months back. Parallel we have P2P implementation going on which might go-live … -
Include the Description field in the selector for a Multi Select Fixed Choice ListSummary: Is it possible to display both the value and description for a Multi Select Fixed Choice List through VB? I've tried using a Custom Object/Dynamic choice list t…
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Cannot Find Items/Products to Add to Opportunity Revenue Lines------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Summary: User trying to add Item…
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How can we get Account Financial Performance to be visible from Oracle CX Sales Account Profile Tab?Is it possible to display invoices and total billed revenue on an account in Oracle from the Profile tab. Margin performance would also be an important piece of informat…
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Autoprovisioning Roles for all uersSummary: We have updated the HCM role provisioning with a new role and removed a previous role. Now to test this we are running the schedule process "Autoprovision Roles…jatin_101111 22 views 2 comments 0 points Most recent by Kishore Padala-Support-Oracle Applications Security
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How to add a field in the Void Payment actions menu in the Manage Payments page?Summary: We are trying to add a custom field where we can add a Void reason field when the Void Payment action is initiated. What is the best way to add this field? Cont…Darita Dayaganon 72 views 2 comments 0 points Most recent by Alexis Zecher Payables, Payments & Cash Management
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We are using CX modules both OSC and CPQ. We are looking for actions in mobile applications ?Summary: We are currently using CX modules specifically OSC and CPQ and are looking for enabling actions through mobile applications. For example: 1) In OSC: Creating ap…
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can we use a different address format for HCM -ERP for same country?Summary: In an HCM implementation project where ERP will be implemented later, is it possible to set different address formats? ERP has specific requirement which differ…Analia Kurlanz -Oracle 1 view 1 comment 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
Activity Number sequence series updateCurrently system is generating Activity Numbers which are contractiding with JDE integrated numbers.. Just a coincidence. So now i need to change formatting of Activity …
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How to Customize Default US Phone Number Format Across All Pages?Summary: We have a requirement to change the default US phone number format from (999) 999-9999 to 999-999-999. Is there any way to customize this format across all page… -
What is the difference between standard lookup and common lookup in oracle fusionSummary: Please help me understand the difference between a Common Lookup and Standard Lookups in oracle fusion. I tried to follow a documentation but could not quite ge…
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New item created is not working with account rule cretaionSummary: Content (please ensure you mask any confidential information): Hello everyone, I have created a new item and tried using it in AR invoices, and it is working as…Ranjith C 2 views 1 comment 0 points Most recent by Mahesh Adivishnu-Oracle Receivables & Collections -
Unable to create knowledge articleSummary: When I click on Create Article button under Authoring in Knowledge the I get an error message popup saying "You need an active locale to create a new article". …
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Possibility of Custom Error message for bulk UpdateAs we have a feature of Bulk Update of the data. Is there a possibility of defining the Custom Error Message for Bulk Update. Also the Error Messages should be based on …
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how to correct a formatting issue with email templateSummary: when a pending worker is converted to employee, a .rtf email template is sent to hiring managers with onboarding instructions. The email template includes numbe…
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Bulk user access blocking from Security ConsoleHi, is it possible to block user access from the Security Console in bulk without doing it one by one? Thank you, MartinaMartina Di Battista 13 views 1 comment 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales