Setup and Maintenance
Discussion List
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how to get sales order number for rest api without active DOO_RT_USE_ORDER_NUMBER?Summary: i want to get next number for sales order to use from external source system throught rest api. where next numbers are located? how to get it? Content (please e…Daniel Martin-Oracle 21 views 3 comments 0 points Most recent by Anuradha - User352 -Oracle Order Management
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Training: Implementing Redwood SalesA collection of videos and resources to help you implement Redwood sales. This list is ever changing, so bookmark this post and come back soon for more videos and links.…
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Restrict the salesperson so that he can see only his account.Summary: Requirement is salesperson can be search or see only his own accounts or where he is the owner not others. So to restrict the salesperson so that he can see onl…
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Opportunity owner is unable to see their forecast in sales forecastHello Oracle Support, We are experiencing an issue where an opportunity owner is unable to view their forecast in the Sales Forecast module. We have verified that the op…
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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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What does the SOA Artifacts contain in CSM Migration set?Summary: Anyone knows what does the SOA Artifacts contain while doing the CSM migration? Content (please ensure you mask any confidential information): Version (include …
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Please ELI5 - How to get the ADF log outputSummary: CX Sales hosted on oraclecloud.com - can't find anywhere to see ADF logging output Content (please ensure you mask any confidential information): Hi all, We are…
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Is there a permission that allows users to modify change historySummary: Can anyone tell me if there is a permission that might allow someone to modify a change history? If there is such a permission we want to make sure that no one …
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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Not able to see any Appointment Calendar feature in Redwood Sales as seen in Classic UISummary: We have the standard Appointment Calendar functionality in Classic UI , but the same is not visible by default in Redwood UI. So , is that a known limitation or…
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How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug…
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In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
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Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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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. From the Implementing Redwood Sales video…
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Video: Prerequisites for Implementing Redwood SalesPrerequisites for Implementing Redwood Sales: If you are an existing customer using Oracle Sales Cloud, look at the prerequisites (and how easy it is) to opt-in to using…
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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 delete resource centric territorySummary: I have deleted the Resource-Centric Territory by these steps, In order to delete the resource-based territories from the Territories list, please resubmit the "…
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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…
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Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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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…
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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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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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Can you please let us know the Purge process on audit backend tablesSummary: Hello Team, We enabled few attributes for auditing using 'Manage Audit Policies' task. Now in the Audit tables we can see that history is been stored for all th…Harshini Amancha 51 views 2 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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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…