Customer Data Mgmt
Discussion List
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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. … -
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 484 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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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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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 …
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DSP's not getting migrated from one instance to another because of the custom objects enabledSummary: DSP's are not getting migrated while migrating custom roles along with the dsp from one instance to another because of the custom objects enabled in the source …
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Workspace issue where child accounts are not reflected but is already in hierarchy of ParentSummary: When trying to extract accounts on workspace which is under a certain account manager, the total number of accounts is 133 but when filtering on workspace it on…
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Loqate Clarifications in CDMSummary: Hi Team, We need a few clarifications regarding the Loqate process in CDM: We have noticed that Loqate is incorrectly cleansing certain addresses. Is it possibl…
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Support for Four-Part Name Structure in Customer Creation (Person Type)Summary: When we try to create a new customer with type Person in Oracle Fusion (Receivables / Customer Data Management), the current configuration only supports the sta…
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Do we have the option to schedule CDM internal jobs via OIC?We need to execute the Address Verification and D&B Enrichment processes for all organizations(accounts), followed by running the Match and Merge job for all newly creat…
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Account Search using Address ( REST API)Hi We have a requirement to search and locate an Account using REST API queried by Address, City, State and Country. Tried calling the REST API in two diff formats and b… -
Address Format specifically for CX Sales?Summary: Is there a way to setup the Address Format (i.e. Style = Postal Address) but only for Accounts and Contacts in CX Sales, without impacting HCM and ERP? Content …