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Sales
Discussion List
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Groovy - Copy Product custom field value to Opportunity revenue fieldSummary: How to copy a Product custom field's value to an Opportunity Revenue line item field? Content (required): Hi, I have a custom field ABC on Product table. When t… -
CDM - How to enable 'Merge' option on redwood Accounts landing pageIn Classic UI, it is possible to expose an action 'Merge' on the Accounts landing page, so sales users can use it and send merge requests by selecting 2 or more records.… -
We could not find the table for Log a Call functionalitySummary: We could not find the table for Log a Call on Activity and Notes Table where the details are available on NGS Smart Action. Can you please help us to identify t… -
Account to Account Relation beyound Bill-to and Ship-toWe have enabled AR module to have Party -Account available to use, We have to establish relationship between two accounts for example Partner-End Customer, Is there a wa…
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Eloqua Closed loop reportingSummary: Is it possible to use the standard report of Closed loop Reporting with CX Sales data but using OIC instead of CX sales integration app?
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How can I add address line 3 and 4 on the address column in workspace listview?How can I add address line 3 and 4 on the address column in workspace listview? Currently, the one's showing is address line 1 and 2. I've updated the the Manage Address…
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export management with csv in service/filtersSummary: export management with csv in service/filters Content (please ensure you mask any confidential information): Dear, please help me export data from a REST servic…
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Is there a way to unconvert a lead?Summary: We have an unusual request from a user who wants to know if it is possible to "un-convert" a lead once it is converted to an opportunity. To the best of my know…
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Not able to create dispatcher rule for redwood pageSummary: Hi, I'm trying to create a new dispatcher rule, to redirect the navigation from lead list page to another page. I'm following this doc: Change Navigation to Pag… -
Make custom object read-onlyContent Hi, Once all the information in the custom object is saved it should be read-only for other users. How can this be achieved ? Thanks -
How to configure Activity Stream Panel content for different user roles?Summary: Hi, In SUI, the change history subtab for Sales Objects and Service Request Object can be exposed in layouts and layout visibility can be configured for user ro… -
Request for Alternative Role Assignment for Express Reports AccessSummary: For express reports, you need Sales Administrator Role, however I cannot assign that role to my user as they will have access to all Business Unit data, and we …
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Is there a way or Is it possible to Modify the API ResponseSummary: Hi Team, I am working with APIs, and one of the API responses includes a date field. For the returned data, I would like to sort the results by the AppointmentD…
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How to configure as sales person an employee created with the workers APISummary: We are using the workers API to create records for all employees (/hcmRestApi/resources/latest/workers). We want to use these employees as sales reps for receiv…
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Activity Calendar we have disabled activity types but they are still shown in calendar activity pageSummary:Activity types are still shown in calendar page with the explanation for every colour. Content (please ensure you mask any confidential information): In the end … -
Clarifications on 24D PatchHello Team, In 24D release document, We don't have notes for CDM. Release Notes: https://docs.oracle.com/en/cloud/saas/readiness/sales/24d/scdm24d/24D-cdm-wn-f34415.htm …
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Application Role is Blank under BPM worklistSummary: We have to assign group of people based on Role on Approval group but unable to get any role its blank. So tried with the BPM flow by updating the Human task - …
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False Pasitive in Duplicate Identification - CDMContent Hi Team, After running a duplicate identification job, the system is identifying false positives. For few sets, even if customers are different CDM is combining … -
How can we set Salesperson's Proxy preferences ?We want such function that, when one of the employee is on leave for 10 days as an example , then automatically the lead or opportunity which he was working will assigne… -
What happens with Sales orders and AR documents upon using duplicate customer merge in CDM?Summary:What happens with Sales orders and AR documents upon using duplicate customer merge in CDM? Content (required): In document 2708893.1 it is explained how you can… -
Is there a way to make the CSV Column stagnant and not change order of sequence?Summary: Is there a way to make the CSV Column stagnant and not change the order of sequence? We are extracting data from BIP Report and it seems that CSV Output have th…
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Redwood theme impact in PRMSummary: Hi Team, The redwood theme is going to be implement, Can you please tell me is there any impact in PRM custom pages (warranty, contractor, product registration)… -
Smart action for create contact, create lead, create account and create opportunitySummary: I want to show the Create contact/lead/account/opportunity button on their list page in Redwood Sales. Smart action for this doesn't seem to be available. How c… -
party usageHi Experts - For one of my customer, the Party usage code is not showing "Customer". Can you please help me ? How can I add this ? Should this be done in Receivables or … -
Sale Orders DiscountHow we can have a feature of create a discount on the sales order instead of having it on the each line items?
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Sales Assistant is not working on mobile appSummary: I have been following the documentation for enabling the CX Mobile app Each step proceeded perfectly; however, when I attempt to use the sales assistant feature…
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Asset Object Data PurgeSummary: Customer is looking to hard delete Asset Object data Unable to hard delete Asset records . Customer is requesting for a clean up for data in production. We have… -
During Organization Party creation for Supplier, Party Usage code Supplier is not workingDuring Organization Party creation for Supplier, Party Usage code Supplier is not working. We are getting below error message The operation can't assign the party usage …
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Creation Button not getting renamed using User Interface TextWe have the Standard Creation Button of Account in the list page. We have renamed the 'Create Account' to 'Create Corporate Customers' using User Interface Text tool. Bu…Sreekanth M, Oracle-Oracle 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle -
Orchestration Error: The value of the attribute Field Update JSON isn't valid.HI team, We've tried to create an Orchestration for the Sales leads. While we're trying to Validate, we're receiving the following error. We've not used Field Update as …