Customer Data Mgmt
Discussion List
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Is it possible to embed AR customer creation and update screen within CX**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is it possible to embed the AR customer creation and upd…Robert Mutton-Support-Oracle 35 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales -
How to remove customer organization contact by SOAP serviceSummary: How to remove customer organization contact by SOAP service Content (required): **This post was created as part of a How to Service Request (SR)** We would like… -
Disable County ValidationHow to disable County validation for Customer Address only while loading CustomerSiraj Syed -Support-Oracle 100 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How to Add Contact with Addres To Customer AccountHow to add customer account , party site with contact that has a primary addressSiraj Syed -Support-Oracle 76 views 2 comments 0 points Most recent by Siraj Syed -Support-Oracle Sales
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How do I display Job Title Code in Opportunity Contact instead of Job TitleSummary: Instead of showing the Job Title in the Opportunity Contact subtab I would like the Job Title Code to display instead Content (required): Currently we are showi…
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Which attribute combinations are supported in DaaS?**This post was created as part of a How to Service Request (SR) Summary: Why users are not able to enrich account only with country attribute Content (required): NA Ver…Vini Rastogi-Support-Oracle 35 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to Restrict "Continue with create" button ( possible dup pop up ) based on role on 'Contacts' ?Summary: Can we restrict "Continue with create" button ( possible duplicates pop up ) based on role. Tried using page composer , able to restrict . But need to restrict …Raymond Li-Support-Oracle 44 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Will purged Party Number be reusedSummary: If a record is purged (merged) or manually deleted, will the unique party number get reused after the record is completely removed from the database? Version (i…
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How to re-assign a number of contacts to a new accountSummary: We have a customer that did a spin-off and a number of their contacts are going to a new account - what is the best way to do that in the UI or do we need to us…
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External Data Loader IssueSummary: Got an error when trying to Import data using External Data Loader Content (required): When execute an Import command for External Data Loader, I got an error m…
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Business event for CDM (AR account, AR account site, AR account site use)Summary: I checked erp business event and soa infra event catalog, and I cannot find create/update business events for AR account, AR account site, AR account site use. … -
CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGESummary: CREATE ACCOUNT SAVE&CLOSE -> DEDUP SELECT -> BLANK CREATE PAGE Content (required): **This post was created as part of a How to Service Request (SR) ** Navigate …Jacqueline Li-Support-Oracle 36 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Adding additional Match Identifiers while configuring Match Attributes for Duplicate IdentificationSummary: How can we add additional identifier while configuring Match attributes for duplicate identification Content (required): We have business requirement to identif…
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Dynamic Address FormatSummary Is it possible to have 2 different Address format for a country?Content Example: Thailand has two address formats (Structured and Non-structured). User should ha…
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How frequent Geography are being update in Oracle SAAS system?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: Please let us know how frequent the Geography being upda…Umamaheswarareddy Ambati-Support-Oracle 36 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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how to prevent duplicates values on custom fields once created?Summary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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CX Sales Mobile Duplication NotificationDoes CX Sales Mobile have the ability to provide the Duplication Notification similar to the desktop when an Account is created?
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Need to customize Customer Creation from Oracle Sales CloudSummary: Content (required): Hello Team, We understand that system creates a party automatically in Account receivables after we convert prospects into Customers. We wou… -
How to create a contact at customer site level using REST API callSummary: How to create a contact at customer site level using REST API call Content (required): How to create a contact at customer site level using REST API call Versio…
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Deleting records using IMPORT MANAGEMENT Tool on CX Sales & ServicesSummary: Delete records in any object on CX Sales & Services... It really delete them? Content (required): I imported some records to Service Request object using Import…
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Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
CDM - Can we merge and link same data setSummary: Is it possible to use both merge and link options for same data set? Content (required): Hi, Currently we use merge option to find the students' master record i… -
Best Practices for a contact leaving a companySummary: What is the best practice for managing contacts that you have done business that leave a company and go to another company? Content (required): We are trying to…
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How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…Madhuri Cheruku-Support-Oracle 60 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales -
How to reactive customer account site use code from I to ASummary: At Customer Site Use / Address Purpose level in UI, users are selected this delete option against Bill To site and the respective site use going into Inactive s…
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How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 715 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 40 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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contact and contact pointsSummary: Content (required): Version (include the version you are using, if applicable): Code Snippet (add any code snippets that support your topic, if applicable):
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Cannot see Job title value when a contact is associated to opportunity**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: There is a jobtitle value in contact but when we add contact to op…Dragos Deak-Support-Oracle 55 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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How to handle the lead duplication with the same contactIf create lead with the same contact with the same mobile so need pop up message showing this there is already lead with this existing customer.