Category 42-2
Discussion List
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VAT number and fiscal code validationSummary: How to implement VAT number and fiscal code validation in Sales Content (required): Is there a standard functionality or a recommended service we can use in ord… -
How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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How to make Sales Performance Infolet visible for all sales representatives?Summary: Sales Representatives cannot see each others percentages in below infolet. I (saled administrative) can see everyone percentages. I added the CRM Analysis Duty …
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Show an error message in button create quoteHi In Quotes and Orders subtab into opportunity object, we need to show an error message when I do click in "Create quote" button if already exist a quote but the action…Juan Sebastian Montero Castelblanco 61 views 5 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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Audit report for territory changes?Summary: Can the Audit Reports access be given to custom role, and also restrict the Product and Business Object Type selection? Content (required): For security audit p…
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How can I show the description of the UOM and not the code at the product line levelSummary: How can I show the description of the UOM and not the code at the product line level in leads and opportunities? Content (required): We want to display the DESC…SERGIO BARRETO 32 views 1 comment 0 points Most recent by Dave Prasad-Oracle Product Master Data Management -
Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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Is there a way to show the BPM worklist comments in the Opportunity objectSummary: Is there a way to show the comments of custom approval workflow which is triggering the approval notifications from object workflows of opportunity object in Op…
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How to add a field grouping to a desktop page?Summary: Hi, I want to add a field grouping to 'Person' Page on Customer Data Management Tab in fusion . Content (required): I want to add a field grouping to 'Person' P…
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Need to know API for getting territory details from Team's tab on Account page in OSCSummary: Content (required): Can you please help us by providing the API call to get the details of territories under the Team's tab in Accounts(Attaching screenshot for…
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Vertex ORAMAST import to CDM GeographySummary: Hi, We'd like to use Vertex ORAMAST data file as the source for CDM Geography. As per CDM implementation guide, it's supported. Can you help with the following … -
Data Security Policy Mapping for Leads in the UI and OTBISummary Using different security in OTBI to HCM Cloud Content Would it be possible for you to give me an example of this solution: https://community.oracle.com/customerc…
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Its important to know if there is ability to add quota for specific product item not groupWe need to add new sales goal for specific a certain product not a group. For example: we have one resource , we need to say that this resource will sell for example 10 …
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What is the URL / endpoint for calling an Object Function?Summary: I cannot find all the necessary information necessary for calling an "Object Function" written in Groovy via a REST API from an external REST client. Content (r… -
Ability to view "View Selector" option in excel attachment for reportsSummary: We are scheduling an analysis, In the analysis we have view selector(attached the screenshot) where the default one is Graph view and the other one is Table. Wh…Racharla Arun Kumar 31 views 2 comments 0 points Most recent by Syed Misbauddin-Support-Oracle Sales
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How to fetch all Customer Sites to which a user is mappedSummary: How to fetch the details of all customer sites to which a user is mapped@Manoj Kumar-Support-Oracle Content (required): How to fetch the details of all Customer…
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How can I check the Qualifying points field from Loyalty Cloud, which are shown in the Loyalty Profi**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to check the Qualifying points field from Loyalty Cloud, which…
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CX Sales Mobile App Force LogoffIs there a way to force log off of the CX Sales Mobile app, so that when App Composer changes are published the updates are made on the application....We noticed that af…
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Will Service Request , Opportunities will be asked to be deleted from Oracle if database is fullSummary: Hi, Our business team has a concern related to Service Request and Opportunities . We know that there is no archiving process currently available in Oracle Enga… -
Limitation on the number of territories & Team Members that can be added in Accounts,Opportunities ?Summary: Is there any limitation on the number of territories that can be added in Accounts, Opportunities and Leads? Also is there any limitation on the number of team …
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API or Plugin for Integration of Lotus Notes with Sales CloudSummary: This post is created as part of new process of answering consultative or how to type of queries Is there an Plugin or API for Integration of Lotus notes with Sa…
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What access/privilege is needed to get Account Information from RESTThis post was created as part of a How to Service Request (SR)Release: 11.13.23.01.0 Summary of the question: What access/privilege is needed to get the appropriate acce…Robert Mutton-Support-Oracle 51 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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How to enable the originalsourcesystemreference number child field in adaptive search?Summary: I'm using the REST API endpoint of adaptive search and I want to expose the Original Source System Reference field of an account from contact entity. The accoun…
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How to add team members to an account in bulkSummary: We want to know if there is a way to bulk add or remove sales team members in an account through the UI Content (required): We would like to know if there is a …
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What is the equivalent field in base table for "PrimaryContactFlag" attribute of Activity Contact?Summary: I want to convert Rest Websevice extract for Activity Contact with specific fields only into BI report. When I tried to construct the SQL Script using "ZMM_ACTY…
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How is it best practice to update the team members associated with an account?Summary: We are currently undergoing a commercial force maintenance process due to a change in the company's strategy. Therefore, it is necessary to start an update proc…
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How to add SHIP_TO for an existing siteSummary: How to add SHIP_TO for an existing site Content (required): How to add SHIP_TO for an existing site. I have sites which are having only BILL_TO, but now I want …
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How to change the HZ_PARTIES.Orig_system_reference for a party?Summary: How to change the HZ_PARTIES.Orig_system_reference for a party? Content (required): **This post was created as part of a How to Service Request (SR) ** Version …Jacqueline Li-Support-Oracle 151 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Opportunity and Lead Territory Assignment Flexibility Using Custom DimensionsSummary: Overview of opportunity and lead territory assignment flexibility using custom dimensions feature and a demonstration of the one-time setup steps to enable a cu…