Customer Data Mgmt
Discussion List
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Business Events for Customer Accounts, Vendor / Supplier, Sites, PartnerSummary: We want to integrate our custom application with Oracle ERP product. As part of integration we ingest master data like Customer Accounts, Vendor / Supplier, Sit… -
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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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…
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How "Oracle Fusion Data Quality Cloud Service" license is added to the oracle fusion appSummary: What is the way to check whether the "Oracle Fusion Data Quality Cloud Service" license is used by the project Content (please ensure you mask any confidential …
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Adaptive Search Query: No Data Displayed for ListOfContactsHi All, I am trying to fetch data via adaptive search query. Despite enabling the field, I have noticed that no data is being displayed for ListOfContacts. Could you ple…
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Is there a way to Inactivate the Person from Customer Data Management?Summary: Is there a way to Inactivate the Person from Customer Data Management? Content (please ensure you mask any confidential information): In Customer Data Managemen…
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Hard delete of activitiesHi, we have already checked the truth of this statement: when you delete an activity, that activity is permanently deleted from the database. However, our customer need …Mariachiara 26 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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How to perform cascade delete of Inactive accounts in Oracle cx salesSummary: I want to delete the inactive accounts and all the related child items should get deleted with that. Content (please ensure you mask any confidential informatio…
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Why am I not able to find users to update the name in assignee field for Object workflowSummary: We have created an Object workflow with Business process flow to define the approval process of Organization(Accounts) in Customer Data Management. In the workf…
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Contact and Account Merge in Fusion SalesSummary: Is contact/account merge only available if you hace Customer Data Management? Content (please ensure you mask any confidential information): We are trying to me…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a… -
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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AR customer creation in Oracle ERP Cloud via APIsSummary: Creation of AR customers in Oracle ERP cloud involves using the CRM Rest APIs for Contacts & Accounts or Hub Persons & Hub Organizations and the CRM SOAP web se…Anusha Muthiah 52 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Create Contract Sample REST API payloadDoes anyone have a sample REST API Payload for contract and/or contract line creation that you could share? Thank you. -
update customer dff at party levelSummary: DFF defined at customer party level. We need to update the value to Yes Content (please ensure you mask any confidential information): Hi Team We don't find any…
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Unable to secure the Party usage from the Organization Page.Summary: Navigation path: Navigator > Customer Data Management > Organization > Party Usage (field) Expected Results: Only the values Customer, Prospect, Supplier, and P…Ravi Prakash Reddy M 33 views 3 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Can i store data related to other domains like Vessel dataSummary: We are mastering Organizations in CDM as customers. We have a use case where we want to master Vessel data in CDM and then create relationship between Organizat…
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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 …Jidnyasa Falak 116 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Video - Account HierarchiesVideo - Account Hierarchies: Work throughout the account hierchy viewing data at all levels of the accounts to account parent-child relationship -
Video - Account Link Sets - Connecting Financial and Sales AccountsAccount Link Sets - Connecting Financial and Sales Accounts: Get a quick understanding of the powerful account link sets solution where you can link multiple accounts (i…
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how to import Global Location number for customersI want to add the Global Location Number at the site level for customers. But I wasn't able to find any column in the Import Management/customer Import FBDI template/sim…
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Are there any Table that stores load errors and messagesHi Team, We want to know that, are there any tables in Oracle that stores load errors and messages. Any insights or suggestions would be greatly appreciated. Thanks, Anu…
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Is there a scheduled process that autogenerates the D&B hierarchy in Oracle CX?Summary: Is there a scheduled process that generates Dun & Bradstreet (D&B) hierarchy based on Global Duns, Parent Duns and Duns Numbers on accountss? Content (please en… -
How can I set up a way to limit what products customers can purchase (or even see)?I sell to over 50 customers consistently. I have 6 brands internally that I sell to these customers and each brand has the products segmented into Finished Goods or Serv…
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How to reflect the Account's address in Account level for CRM-REST API?Hello everyone, I currently have an issue with data import for address details in account level. Scenario: The address is exisitng in Address level but are null in Accou…
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How long does the history data gets stored in the CDM Audit tables?Can you please let us know how long does the data will be available in the audit tables. for example in HZ_ORGANIZATION_PROFILES_ how long history is stored ? Does data …
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Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan… -
Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 92 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
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how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns…