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Sales
Discussion List
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custome objectsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
Runtime Message for API RestSummary: How to measure the execution time of custom validations when creating an SR via REST API? Content: Hello experts, We are reviewing the API Rest performance in o… -
After removing record sets LOV for all records in account and add custom role admin can't view A/CHI, In account advance search records sets, we removed the LOV "All Records i can see". But Even after that if sales person search by any customer name or registry id he…
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In search can we restrict the account"Can we restrict the search to a specific account?"
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Can we export Revenue Schedule details as well ?Summary: As part of Data migration project, i want to understand if we can export Revenue schedule and sales credit information. Content (please ensure you mask any conf… -
Create Service Request once Opportunity is WonSummary: Once an Opportunity is Won, there is a requirement to create a Service Request Content (please ensure you mask any confidential information): Similar to a Lead …
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How to restrict data visibility across different Business Units in Oracle Sales ?Summary: Need to restrict data visibility (read/write both) for all the objects in Oracle Sales Cloud. (Leads, Opportunities, Service Requests etc.) Content (please ensu…
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Could anyone advise, how to set the saved opportunity search filter to be same for all roles?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…
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Need to retrieve JWT token from vendor and pass search field to APISummary: Need to be able to retriever a JWT bearer token and use it to make calls to 2 vendor API's One to pass a value for a search and then be able to select from a ch…
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The value of the attribute relationshipid isnt validHello, I am trying to do a patch update for quote (salesorderheader) with another contact present in customer account and i get the below error in the response- "The val…
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Survivorship Rules using Groovy ScriptSummary: Hi Everyone, We a requirement from client to select the contact master record where CustomAttr = Y. We have a working groovy script and want to include this new…
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Unable to create Opportunity Revenue lines due to UOMcode issueSummary: System is not allowing to create Opportunity Revenue lines using UOM code Content (please ensure you mask any confidential information): Hi Team, We are trying …
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how to limit the options to change Sales Stage?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…
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Product Type - Default on OpportunitySummary: How to set the 'Type' as Product by default on a Revenue line in Opportunity? Content (please ensure you mask any confidential information): Hi, I need to set t…
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How to find Customer/Organization using DFF field value using webservicesSummary: Hi, We have a requirement to find/query the Customer/Organization using the DFF Unique Identifier field value created at Organization Level. Content (please ens… -
I want to add OTBI reports to the Sales Dashboard of Redwood Sales.Content (please ensure you mask any confidential information): I want to add OTBI reports to the Sales Dashboard of Redwood Sales. The manual below explains how to add O…
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How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
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Make Primary Contact as Non-Editable on CX Contact Screen.Summary: We want to make all the Primary contact as non editable which are associated to an account from CX screen but the same Primary contact should be editable from t…
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Hi can someone help me understand what does "Show smart list" filter in workspace does?Summary: Hi, in Workspace under Opportunity list of saved searches, we've a OOTB saved search "My list of opportunities", when we select it, it automatically enables a f…
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"Add Product" on Opportunity Page Not working Redwood NGSSummary: Add Product Page in NGS sales on Opportunity Page is not working. Content (please ensure you mask any confidential information): Version (include the version yo…
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Configuring Field Trigger on NGS RedwoodSummary: We are working on Redwood Project where we want to write a Field trigger based on which we want to call OIC webservice. So when the field value changes, the tri…
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Address Type field in Sales Object Redwood UI Layouts - How to enable a drop down field?Summary: Hi, In Account/Contact Object Create/edit layouts in Redwood Sales "FormattedAddress_address" field is available to show the address fields. The address field i… -
Custom Smart Action for Activities is not available in Next Gen Service layouts, how to fix that?Summary: Hi, I have created a custom smart action for object function called 'Create Lead' for both Sales and Service applications. I am able to access the smart action …
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how to remove record sets lov on account in oracle sales cloud based upon role.Summary: Is it possible to remove sets of LOVs depending on roles using any functionality? Content (please ensure you mask any confidential information): Version (includ…
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Default value setup on Custom FCL field is not showing the default value in RedwoodSummary: We have given default value for few Custom FCL fields which is working fine in current adf pages, when the same fields are used in Redwood, the default values a…
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Not Receiving Password Reset EmailWe’re attempting to send an email with an automatically generated password to allow the user to reset their password, but they aren’t receiving it. This process was work…
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How to update a text field to blank with a routineHi, We need to update with a routine a custom text field to blank. We tried putting NULL, #NULL, '', ' '… but it didn't work. How should we put the condition? Regards,
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Unable to change the Subject of the Notification through Notification PreferencesSummary: Trying to change the subject part of the notification through notification preferences but unable to do so. Content (please ensure you mask any confidential inf…
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Smart Action - Object function action is not showing any object functions for Activity object.Summary: Hi, I am trying to create a smart action based on object function for Activity object. On 'Action Details' page, the drop down for 'Object function action' does…
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Is it possible to merge a customer but not the corresponding supplier?Summary: Link: https://docs.oracle.com/en/cloud/saas/customer-data-management/faicd/overview-of-agreement-rules.html This agreement rule exists: " POZSUPPLIER Prevents t…