Sales Forecasting
Discussion List
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Territory Resource Centric assignment limitationsSummary: Territory Resource Centric assignment limitations Content (required): Hi, Is there any way to overcome the standard application behavior when assigning opportun…Waleed Abou Elhamd-Oracle 52 views 3 comments 0 points Most recent by Daniel Moraru-Support-Oracle Sales -
what is privilege to access API ; crmRestApi/resources/11.13.18.05/salesOrdersSummary: Requirement is to access APi : crmRestApi/resources/11.13.18.05/salesOrders and we need to assign relevant privilege to provide access to this API Content (requ…
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Redwood Forecast - DocumentationSummary: Redwood Forecast - Documentation Content (required): Looking for documentation to enable and use Redwood Forecasting, we already have ADF forecasting but when w…
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REST API for Customer contact in CX ModuleSummary: Is there any REST API for Customer contact in CX module Content (required): For customer contact creation Version (include the version you are using, if applica…
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Why do they sometimes charge the amounts in installments and other times they don't charge, is thisSummary: Why do they sometimes charge the amounts in installments and other times they don't charge, is this Content (required): When loading the amounts of the installm…
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How to Apply Redwood Theme in OTBI Reports in Oracle Sales CloudContent We are planning to switch to the Redwood Theme in Oracle Sales Cloud. We have tried applying the Redwood Theme; however, it seems that the changes do not reflect…
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Forecast reportsSummary: Why is the OOTB forecast overview and Forecast Trend doesn't show any data? though there are opty's with open, won, forecasted within the period and quota too i…
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SOAP service to create custom Recurring Revenue in Oracle Sales CloudSummary: Hello, Hope you are doing well!! We have a requirement to create Recurring revenue in OSC with custom quantities (A schedule having different quantities for eac… -
Forecast submission windowSummary: My Submission Window07-23-2023 to 07-29-2023 Why is the forecast doesn't consider the current month? I would like to submit a forecast for the current month. Co…
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Its important to solve the territory hierarchy not showing well in forecast UISummary: Not all the territory hierarch is showing well its showing only two parent Content (required): Version (include the version you are using, if applicable): Code …
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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 … -
What is the possible approach to purge the completed territory proposals?Summary: Do we have option to the purge the Completed Territory Proposal? and If yes, How to purge the territory completed territory proposal? Content (required): Do we … -
Forecast Freeze date calculationSummary: As per the setup, I'm expecting the due date as 6th of every month and freeze date as 3rd of every month, but for April, it is showing correctly. but for other …
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How to create Customer Account using FBDISummary: How to create Customer Account using FBDI. Content (required): The requirement is to create a customer through FBDI. We have customers present in fusion which n…Neelesh Varma 64 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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How can we send Subscription Renewal reminder to a contact rather than to the subscription creatorSummary: Content (required): Is it possible to send Subscription Renewal reminder to a contact rather than to the subscription creator Version (include the version you a…Neelesh Varma 52 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Am team in forecast but cannot see territoryWhy cannot see territory while am team in the forecast and what's the forecast delegation role -
Un forecasted item not showingWhen the un forecasted items are displaying?
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Suggestions for replacing the Sales Campaign feature in CX Sales ?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Discontinue of the Sales Campaign feature in CX Sales. …Matei Niculescu-Support-Oracle 42 views 1 comment 0 points Most recent by Matei Niculescu-Support-Oracle Sales
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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Available Today: Out of the Box Reports for Incentive CompensationSummary: Out of the Box Reports for Incentive Compensation - available today in Oracle Sales. Content (required): Out of the Box Reports for Incentive Compensation - ava…Heather Sieberg-Oracle 12 views 0 comments 1 point Started by Heather Sieberg-Oracle Incentive Compensation -
how to export all custom lookups defined in application using export managementSummary how to export all custom lookups defined in applicationContent Hi All, Is there any way to export all custom lookups defined in application through export manage…
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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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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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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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Will the accout owner/team member will get default visibilty to account opportunitiesSummary Is it possible to see opportunities on landing page where the user is owner of accountsContent Hi All, There is a owner and few team members associated to an acc…
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How to configure auxiliary dimension for opportunity custom field for territory assignmentContent Hi All, Can anyone help me with steps or special configuration steps required to setup opportunity object custom field as auxiliary dimension. i was following or…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question … -
Is There A Way To Un-Retire A Lead?Content Hi, What are the ways we can un-retire a lead? Thanks, Ed Version 20D
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how to download attachment of an custom object record using API or DeeplinkSummary is there any API or deeplink available to download attachmentContent HI All, I'm checking for an API or deeplink to download attachment, i have tried with 1. /cr…
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How can we display the foract vs qouta graph by the quantity not by the amount if there is any abiliSummary please it's important to know if there is ability to do that or not and how and we do not need any doc we just need explanation here