PRM
Discussion List
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How to disable global search for specific role in oracle Fusion CX Sales cloudSummary: How to disable global search for specific role in oracle Fusion CX Sales cloud Content (required): Partner users are able to search records through global searc…Sunil.Kumar.Poojari-Oracle 11 views 1 comment 0 points Most recent by Praveen Desetty - Support-Oracle Sales -
How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)?Summary: How to use geography dimension in Business Plan Objectives? (and how to create new dimensions)? Content (required): I enabled geography dimension for BP Objecti… -
Can a partner user be given quota and access to forecast?Summary: Can partner users participate in quota/forecasting? Content (required): Is it possible to set a partner user (e.g. partner sales representative) as a territory …
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Business Plan Objective Split not availableSummary: Hi, I'm creating some objectives for business plans and the action "Split" is not available under actions. Already checked on App Composer and the action is add…
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Fusion PRM: Multiple Partners registering same DealSummary: "Weighted" Pipeline Report for Channel Account Manager to exclude "duplicate" registered deals (same customer, product lines etc) by multiple partners. Content … -
Which tool can be used to customize MDF Request Approval Flow?How to customize MDF request approval and please need doc for doing this. -
PRM: How to remove 'Create Enrollment' button from Landing Page?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Can we remove the 'Create Enrollment' button from Landing Page in …Ionel Spaloghe-Support-Oracle 1 view 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Can we create Dynamic Choice List (DCL) on Partner Contacts?**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Can we create Dynamic Choice List (DCL) on Partner Contacts? Suppo…Ionel Spaloghe-Support-Oracle 11 views 1 comment 0 points Most recent by Ionel Spaloghe-Support-Oracle Sales
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Identify leads and Opportunities for PartnersSummary: We need to identify if the leads and opportunities belong to internal sales employees or they belong to partner users Content (required): We have implemented PR… -
Enable Partner Sales Representative users to view all leads in Partner OrganizationSummary: We have requirement that all partner sales representatives within a Partner organization should be able to view all leads assigned to other partner sales rep in…
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Why Does 'Request for Information' Not Available for Deal Approval Notification ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.04.0 Summary of the question: OOTB Action - 'Request for Information' does not appear …Swathi.Lemati-Support-Oracle 1 view 1 comment 0 points Most recent by Swathi.Lemati-Support-Oracle Sales
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How can the budget be allocated to multiple partners?**This post was created as part of a How to Service Request (SR) Release: [11.13.21.10.0] Summary of the question: MDF Budget create layout has Type field the following …
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How to create custom data security Policy for Partner?**This post was created as part of a How to Service Request (SR) Release: [11.13.22.01.0] Summary of the question: Customer have a requirement where they want to restric…
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Can I change the behavior of the Create Partner button by editing component in page composer?Summary: I want to change the behavior of the Create Partner button in PRM from requiring the ZPM_CREATE_PARTNER_PRIV privilege to requiring a custom role that we will a… -
Which privilege allows user to create partner account recordSummary: We need to restrict few users from creating partner records from UI which privilege we have to remove Content (required): We need to restrict few users from cre…
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Available Today: Out of the Box Reports for PRM and Channel SalesSummary: Out of the Box Reports for PRM and Channel Sales - available today in Oracle Sales. Content (required): Out of the Box Reports for PRM and Channel Sales - avail… -
Partner home page layout - Change the ThemeSummary Change Look & feel home page display for Partner usersContent Hi all, How and where can I change the look and feel of the Partner (PRM) home page? That is, only … -
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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Partner territory re assignment is not workingSummary Partner centric, Channel sales manager territory assignment is not workingContent Hi All, When an primary partner field updated in opportunity, the territory re …
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Territory re assignment to opportynitiesSummary Territory re assignment or re allignment when the primary partner changes in opportunityContent Hi All, We have territory assignment to opportunities with both p…
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How to stop creating duplicate Partners Account in OSC Partner ManagementSummary Ability to stop creating duplicate Partners Account in OSC Partner ManagementContent Hi Team, In OSC Partner Management, we should restrict duplicate partner acc…
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Partner territory assignment to opportunitySummary If i create a opportunity 1st and associate partner afte that will the the partner territory assigned to opprtunityContent HI All, 1. if i create a opportunity f…
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is it possible to change partner contact association from one partner to otherContent Hi, currently one partner contact is associated with partner A, is it possible to change the association to partner B using file import? Regards, Sudheer.
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Territory team of Parent partner can see child partners opportunities?Summary Channel account manager able to see child partners opportunities when manually added to parent partner but not when added via territoryContent Hi All, We have de…
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Territory owner is not adding to partner team after territory assignmentSummary Channel sales manager type partner centric territoryContent Hello Experts, we have created Channel sales manager type partner centric territory to for territory …
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Sales – CX Sales 21B-C Updates for SFA and PRM, 5 May 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – CX Sales 21B-C Updates for SFA and PRM session to have them answered during the live event. Post your questions by posting … -
Convert Leads to Deal Registrations - Partner UsersSummary Convert Leads to Deal Registrations - Partner UsersContent Hi all, Partner users who own the lead or are on the lead team can use the Deal Registrations subtab o…
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Sales – Here’s What's Cool about Partner Relationship Management, 22 March 2021, 8 a.m. PT - SubmitContent Submit your questions for the Sales – Here’s What's Cool about Partner Relationship Management session to have them answered during the live event. Post your que… -
Deal Registration Approver to Deal ownerSummary How to make Deal Approver to the Deal OwnerContent How to make Deal Registration Approver to the Deal Registration Owner? TIA. Best Regards, Arvind Kesharwani
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Sales – Oracle Sales Innovation Roadmap, 10 March 2021, 8 a.m PT - Submit QuestionsContent Submit your questions for the Sales – Oracle Sales Innovation Roadmap session to have them answered during the live event. Post your questions by posting a new c…