Customer Data Mgmt
Discussion List
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SQL script to fetch customer account level and site level communication email contact pointsSummary: Looking for below two sql script to Get customer account level communication Email Contact points Get customer account site level communication email contact po… -
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… -
CDM Data Verification Batch Job picks up no dataSummary: We are performing batch address cleansing for customer data via the Data Verification module. However, the selection criteria provided fails to pick up any data…
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CDM License for end dating Ship to SiteSummary: Is it possible to end date a Customer Ship to Site and avoid getting it in the AR transaction LOV without CDM license? Content (please ensure you mask any confi… -
Is there a REST API or SOAP Web Service to Create Account Site Contacts in Customer?Summary: Looking for a REST API or SOAP Web Service to create Account Site Contacts in Customer (as shown in the UI under the Communication → Account Site Contacts secti…
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Is there a way to integrate Accounts Receivable customer billing accounts with Sales in Redwood?Summary: Hello Everyone, We are exploring options to integrate customer - Accounts from the Accounts Receivable module with Oracle Sales in the Redwood experience. Speci… -
How can a custom attribute be added at a contact point level?For every contact point (Email/Phone Number, etc.) created for a Person within the Customer Data Management module, I wish to create a custom check box that can individu…
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Clarification on verification usage quotaHi Team, Could you please clarify what does this statement mean from the below oracle documentation:- 'Enter the Selection Criteria. We highly recommend that each time y…Harshini Amancha 31 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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DQ capabilities in CDM Oracle FusionHello Team, We would like to understand the data quality features available in Oracle CDM and learn how to set up rules that checks both standard and custom attributes. …
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Video - Working with Additional Names on an AccountWorking with Additional Names on an Account Enable and work with additional names such as transliteration or phonetic values for an Account in Redwood Sales. -
How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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How to update on mass sales account profile org typeSummary: I would like to be able to extract all organizations where the org type on the account profile is x and update to y on mass. Content (please ensure you mask any…
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Need to filter only those Customer Org records which have AccountsSummary: We have extract Customer Org and Customer Account through BICC; we need to filter only those Customer records which have Accounts and ignore the rest. Can you p…
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CDM Merge Request got rejected due to open orders against the master account ?Hello, I'm using CDM to deduplicate some accounts, I'm currently merging 2 accounts 1 customer and 1 prospect, I'm selecting the Customer account as master, but my merge…
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Overwriting of PartySiteUse's Begin Date to System DateWhen I try to create a party with address using huborganisation API , the address/location/partysite have it's startdate as the date that I have passed whereas the start…
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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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Wrote an object validation on Account and Address under CRM and now these validations are enforcedSummary: Hi for my customer's business requirement, I Wrote an object validation on Account and Address under CRM and now these validations are enforced even in Customer…
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unable to find customer data management cloud user and implementation guidesSummary: 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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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 488 views 2 comments 1 point Most recent by VamseeSelva Receivables & Collections
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Create Customer Contact Point at Account Level using SOAP Webservice- Oracle FusionSummary: i use below steps it created but still Account Contacts not show any phone , and contact points is empty if and Reset API or i need to adust any of below steps …
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
In what table in CRM can I find the equivalent field of PreferredContactFlag?Summary: I need to query the primary contact in Oracle Sales Cloud-CRM but cannot find the field PreferredContactFlag. It is visible in REST API.
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Is it possible to merge the customer and supplier into a single party ID or accounts with sites?Summary: We have a single organization created twice as two different parties (Party IDs) as a supplier and a customer. Is there a method to merge the supplier Party ID …
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Need Capability of selecting specific Attributes to be part of Account MergeSummary: In CX Sales, we have two Accounts named as : customer 1 and prospect 2 Business wants to merge prospect 2 with customer 1 but after merge business wants that 'A…
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How do I enable duplicate checking for accounts and contacts in redwood UI based on phone numberSummary: We followed below document and dedupe is working based on named match. However We want duplicate check based on phone number in redwood ui. https://docs.oracle.…
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can I purge all CDM sales account data?Summary: I am looking to remove all sales account data from Oracle Fusion Customer Data Management (active and inactive). I want to reset all the account data but leave …
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Running duplication identification between Account and ContactSummary: Is it possible to run duplication identification in Oracle Fusion Cloud Applications Customer Data Management between Account/Organization records and Contact/P…
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how to create customer site level contact address using soap/rest apiSummary: need guidance on add address for contact on customer account site level using api. Content (please ensure you mask any confidential information): i am able to c…
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Sales Account - Shared Site - How and Where?Hi Oracle Documentation says that multiple customer accounts (within a party) can share the same customer account site. I do not see any options while creating customer …