Setup and Maintenance
Discussion List
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Resource Organisation- Resource TeamsSummary Resource Organisation- Teams----- Is It Mandatory--Content Hi, users are already defined in HCM, org chart and reporting hirarchy defined in hcm. BU defined loca…User_2025-01-24-00-26-13-798 50 views 1 comment 1 point Most recent by Ravindra Sirigiri-Support-Oracle Sales -
How To Setup Email Notification For Assigned Resource in Lead Assignment RulesSummary How To Setup Email Notification For Assigned Resource in Lead Assignment RulesContent Hi, My requirement is to have an email notification sent to the assigned re…User_2025-07-18-06-07-44-367 24 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
Need to Auto Populate Fields from Opportunity in Related Custom Object.Summary: We have created a Related custom object called Sample Tracking Against an Opportunity. When we create sample tracking records with custom Fields such as 1. Cust…
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Changing the search parameter from "start with" to "contains" in the address mask with GeographiesDear Members of the Oracle Cloud Customer Connect Community, We're currently utilizing Geographies to ensure the accuracy of our addresses through validation. To enhance…
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How do I import multiple source systems and source system reference values for child objects?Use Case: The CDM is currently importing its data from the source application via import management through a CSV file. The business is now transitioning to a new source…
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How to create Resource for a user if he is not available in manage usersSummary: Need to create Resource for a user if he is not available in manage users Content (please ensure you mask any confidential information): A user is trying to cre…
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What security policy or privilege does a user need to see workspace in OSC?Summary: We have two custom roles created, one for admin and one for a non-admin user. The admin user is able to see 10 objects activated in workspace while the non-admi…
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What does "Wait" in the process meanSummary: Content (please ensure you mask any confidential information): Getting "Wait" as a status for a few searches. Version (include the version you are using, if app… -
How to automatically synchronize new products added to Inventory Product Master in Oracle CX Sales?Summary: Whenever a new item enters to the Item Master Organization in Inventory, this two following processes can be automatically scheduled to synchronize the new item…
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VBCS activationSummary: Can someone please guide me to review and enable the setups on how to activate and subscribe (if not already) to VBCS in Fusion from the setup and maintenance a… -
inventory id of product groupSummary: Where do I find the inventory id of a duplicate product? Content (please ensure you mask any confidential information): Version (include the version you are usi…
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How to create Purchase order which Requisition is having more than one RequisitionLineIdHow to create Purchase order which Requisition is having more than one RequisitionLineId. using REST API /fscmRestApi/resources/11.13.18.05/requisitionProcessingRequests… -
Redwood - How to include Create Service Request in Account pageHi Team, I would like to modify and include "Create Service Request," to the options listed in the screenshot. Could you please provide guidance on how to edit add the n… -
How to get the audit logs for admin related activities in oracle sales cloudHi, We have a business requirement as per Security guidelines from customer, where we need to track the admin related activities like activating/inactivating user, addin…
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How can we configure the Sales Catalog to see an independent Catalog of items for each Business UnitSummary: **This post was created as part of a How to Service Request (SR) Release: 22D We have many Business Units configured, each one associated to its own Item Organi… -
how to enable custom actions in opportunity page in Microsoft 365 integration with redwood salesSummary: We have enabled outlook integration for oracle cx sales, but we are not able to display standard and custom actions in Opportunity pages in outlook Content (ple…
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In Opportunity Rule Based Assignment : How many values can fit in “Value” field of a Rule ?We have a requirement where we will be using POSTAL CODE as an attribute in condition of a rule in opportunity rule based assignments. How many values can fit in “Value”… -
re-activate contactsSummary: Re- activating contacts made inactive by mistake Content (please ensure you mask any confidential information): Hi, Is there anyway to re-activate the contacts …
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How to get Account Number & Site Number in Customer DetailsSummary: Hi, I am trying to fetch Account Number & Site Number details from Finance to CX Customer details. In this picture Red color was Customer Number in CX & Blue co…
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Unable to interface credit memo created from amended lines due to items not being on credit memoWe have subscription with product lines - when crediting the line somehow does not contain the item therefore the credit memo does not interface to AR - as it gets an er… -
Is there any way to enable Inline Editing of Records Displayed in Lists for records from Workspace?Summary: We have a Customer requeriment, to Enable Inline Editing of Records Displayed in Lists for records. So we have followed the next documentation: https://docs.ora…
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Need to show the translations in other languages for Action Plans, Actions and ActivitiesSummary: We need to show the translations for Action Plans and related Actions and for the Activities related to the Sales Method of an Opportunity when a uses choose to…
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How to send reminder notifications to the owner of activity daily?Summary: Hi Team, We need to send reminder notifications to the owner of activity daily until the activity is completed. Is there any standard solution to achieve this? …
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Restrict Lead or Opportunity Currency by Business UnitIn our application, different Business Units need to use multiple different currencies when creating Sales Leads or Opportunities. We use multi-currency, and load daily …
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Why can't I add the field existing in Adaptive Search in my Nested Entities?Summary: I am adding a field that is part of an object but it doesn't appear in the response. Content (please ensure you mask any confidential information): Version (inc…
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Sequence Number in Order Change EOSummary: When RMA is created for sales order, error is displayed : Attribute Sequence Number in Order Change EO is required Fulfillment Process JBO-27023 : Failed to val…
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Set Permission for Self Service UsersSummary: Hi Team , We have been consuming /crmRestApi/resources/11.13.18.05/selfRegistrations API to create self-service user. The sample payload is : { "AccountKey" : "…Lakshmi_Sasidharan 52 views 2 comments 0 points Most recent by AparajitMalliJawaharBapu Digital Customer Service
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Where would I find the log files in our Fusion CX Sales instance?Summary: Looking for diagnostic/incident logs Content (please ensure you mask any confidential information): Hi all, During code development today I got an error message…
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Using Score/Results of Assessments to Update Opportunity FieldSummary: Our organization would like to use the assessments capability on the opportunity object to prompt the user to answer a series of questions, which will then calc… -
Not able to enable fields in an adaptive search for contact object.Summary: Not able to enable NumberOfOpenLeads and NumberOfOpenOpportunities fields in workspace search in Contact Object. Content (please ensure you mask any confidentia…