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Sales
Discussion List
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Account Hierarchy in for partner AccountsSummary: We have below usecase from customer: Account Hierarchy, and contacts could be part of child account or parent account (that are all part of same company). In th… -
Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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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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Unable to get long text field value in a single rest api callSummary: I'm trying to hit the sales opportunity api to get Opportunity Description directly but it doesn't show up in json, but shows as an enclosure link, and I wish t…
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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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Enabling duplicate Check for Accounts and Contacts in Redwood UIHello Oracle Community, We configured the duplicate check for Accounts and Contacts and on the old/classic UI it works as intended and during the creation of an Account/…
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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 … -
Not finding default ruleset on Visual builder studioSummary: We trying to build a POC for embedding fusion analytics into fusion applications following the attached blog, we are unable to access the default rule set which… -
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…
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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… -
Can we have account merge feature enabled in Redwood account list page?Summary: Can we have account merge feature enabled in Redwood? Content (please ensure you mask any confidential information): We are completely live with redwood UI and …
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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… -
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 …
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Error when running Import Sales Products from PIM Data Hub processSummary: Error when running Import Sales Products from PIM Data Hub process Content (please ensure you mask any confidential information): Hello Team, Error "Missing inv…
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How to restore a set of backup of sandbox?Summary: Hi, I created a backup of sandbox configuration in jar file format. I successfully downloaded and save the sandbox configuration as a .jar file for future use, …
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How to setup External Webservice in App Composer ( Mutual Authentication )Summary: We want to asynchronously run a routine job nightly that calls an external webservice using mutual authentication. We found some information online that it seem…
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How to calculate Holidays and Weekends using groovy in Fusion Sales Cloud ObjectsSummary: The requirement is to calculate calculate age of the record which is (today()-creation date). But the age should exclude weekends and public holidays. Is this p…Aditya Varma Gadiraju-Oracle 22 views 1 comment 1 point Most recent by Priscila Terazawa - Support-Oracle
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Item Class Assignments for CX ProductsHi I need to associate the Item classes to Cx Products defined under Item Master Org. We do not have PDH enabled for use, we are only using Cx for now, so we use basic f…