Setup and Maintenance
Discussion List
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Enterprise Contracts ApprovalsOur requirement is to set up approvals for Enterprise Contracts. When a contract is submitted from the draft stage to Active, it should first go to the Contract Administ…Sunny Chhabra 21 views 1 comment 0 points Most recent by Rashmi Sinha- Support-Oracle Enterprise Contracts -
Task details not required while association of projects in contractsHi, While associating a project to the contract, task details are not required by the client for one BU and it is required by another BU. So can we restrict these detail…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. https://videohub.oracle.com/embed/secure/… -
Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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How to block customers from creating warranty contracts if they have overdue paymentSummary: Unable to block customers from creating warranty contracts if they have overdue payment. Content (please ensure you mask any confidential information): We have …Buzz_123456 21 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Subscription Management
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Not able to create or manage saved searches in Subscription Search pageSummary: I am trying to create a new Saved search on the subscription page to search subscriptions based on certain criteria like customer, PO number, etc. Based on some…Karthik Velusamy 54 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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EPM Dashboard active instance count doesn't show all active instanceshttps://us.v-cdn.net/6034893/uploads/AVDGQZE2NPSP/oracle-question1.docx Attached the screenshot for quick reference.DeepakNayak 11 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management
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In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
what is process behind revenue, Gap and pipeline display in oracle cx salesSummary: how should revenue, Gap and pipeline data display in oracle cx sales. Content (please ensure you mask any confidential information): Version (include the versio…
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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Perform Bulk Export feature in Enterprise ContractSummary: We have a requirement of exporting contract attachment in bulk, I read some oracle support note, it looks like as per this Bulk Export Contract Attachments (Doc…Sam Samaddar 11 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Enterprise Contracts
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…
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How to change currency on an opportunity in Oracle B2B - SalesSummary: Is there a way for me to add other currencies on an opportunity for the OOTB CurrencyCode field? I do not need to do any type of conversions or exchanges. We ha…
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Update Subscription Status is not workingSummary: Subscription is not getting closed when date arrived when we ran Update Subscription Status ex: Subscription Product closed in future date (July 20) when we ran…Rehana Tadimerri 42 views 4 comments 0 points Most recent by Rehana Tadimerri Subscription Management
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Error on the The contract owner role ID during the creation contractSummary: Hi , during the creation contract , I have the error : This error appeared right after i saved the setup i made on the party role, linked to the type of contrac…Michela A. Morgillo 32 views 1 comment 0 points Most recent by Andrei Ursachel-Support-Oracle Enterprise Contracts
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how to Setting Up an Automated Contract Lines Descriptive Flexfield based on Contract Type?Summary: Hi , I added a new Context with the Sensitive Segments in the Contract Lines Descriptive Flexfields: But , after the deploy these flexfields don't visible on th…Michela A. Morgillo 11 views 1 comment 0 points Most recent by Anil Fogat-Oracle Enterprise Contracts
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What is the significantce of Related contracts in Contract management?Summary: Want to know the significance of the related contract other than the referential use. Can you please provide the brief for the same? Content (please ensure you …
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Sales Order End Date is not getting populated Automatically for Subscription ItemSummary: Sales Order End Date is not getting populated Automatically for Subscription Item Content (please ensure you mask any confidential information): We are trying t…Goopikrishnan Jayaraman-Oracle 11 views 6 comments 0 points Most recent by Goopikrishnan Jayaraman-Oracle Subscription Management -
Contract workflow based on Project resourcesHi, We have a requirement to configure the contract workflow based on Project resources allocated on the Project( Project Manager, or other allocated resources with diff…
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The contract don't visible the flexfields added on the contract lineSummary: Hi , I added the flexfields on the Descriptive Flexfields :contract lines . But after deploy , these flexfields they are not present in the contract lines. How …Michela A. Morgillo 41 views 3 comments 0 points Most recent by Daniel Bossier-Oracle Enterprise Contracts
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Sales Insights AI feature Opportunity effectiveness data is not getting updated properlySummary: Sales Insights AI feature Opportunity effectiveness data is not getting updated properly Content (please ensure you mask any confidential information): Sales In…
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how to extend the expiry of retired lead in salesonce the lead is retired, it stays in database for 15 days before getting removed permanently. 15 days is a default value, so exactly where can we change the the number …
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How to get the login statistics for Mobile app logged-in UserSummary: We want to capture the Mobile User's logged-in Device name, IP address, Login Time, Logout time etc. In the current Subject area "Sales - CRM Resource System Us…Mahesh VT 11 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Remaining un invoiced customer contract line QTY (Item based)Summary: I have created contract line type (item based) and insert an item, Qty and unit price, I created event item based and insert qty and unit price as contract line…Ahmed Mahrous Mohamed 11 views 2 comments 0 points Most recent by Ahmed Mahrous Mohamed Enterprise Contracts
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How can we disable / remove the 'Delete Note' Action from Note Object and Edit of the Note RecordSummary: We do not want to allow the user to delete the created notes and also once the note create should not allow to edit the record , how can we achieve this. Conten…