Setup and Maintenance
Discussion List
-
How to find the existing aggregate field in CX sales?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
What are the steps for Deal Registration Approval Process in Oracle Fusion CX SalesSummary: I need When Deal Is up to 50M then approval goes to CEO other than under 50M then goes to Business Unit Head. Content (please ensure you mask any confidential i…
-
Enable SSO for a certain group of userSummary: Is there a way we can enable SSO just for a group of users in Fusion Sales? I think SSO is a security setting, and I don't see a quick way to enable SSO for use…
-
Update Opportunity Status to Close automatically on Systemdate = close dateSummary: We have created an opportunity and close date is populated 1 Dec 2024. Now till 30 Nov 2024, it will be in OPEN Status but on 1 Dec 2024 it should be updated wi…
-
how to get sales order number for rest api without active DOO_RT_USE_ORDER_NUMBER?Summary: i want to get next number for sales order to use from external source system throught rest api. where next numbers are located? how to get it? Content (please e…Daniel Martin-Oracle 21 views 3 comments 0 points Most recent by Anuradha - User352 -Oracle Order Management
-
Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
-
What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include … -
Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
-
User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
-
Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or…Sreekanth M, Oracle-Oracle 41 views 2 comments 0 points Most recent by Sreekanth M, Oracle-Oracle Sales
-
How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
-
How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
-
User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
-
In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
-
Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
-
Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
-
Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. From the Implementing Redwood Sales video… -
Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
-
Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
-
In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
-
Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra…
-
what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
-
Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
-
Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
-
How to change currency on an opportunity in Oracle B2B - SalesSummary: Is there a way for me to add other currencies on an opportunity for the OOTB CurrencyCode field? I do not need to do any type of conversions or exchanges. We ha…
-
Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
-
how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
-
How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…Mahesh VT 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
-
How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…