Setup and Maintenance
Discussion List
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Configure a Custom Contracts Saved Search as Default for User RoleHi, I created a custom search for contracts. How can I share it and set it by default based on user role? ThanksAntonella 11 views 1 comment 0 points Most recent by Aravinth Arunachalam-Oracle Enterprise Contracts -
Configure Adaptive Search - Cancel Process and Schedule as another userSummary: The processes under 'Setup and Maintenance' - 'Configure Adaptive Search' is scheduled to run as a user that has been deactivated. This process keeps on failing…
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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…Shubham Majithia 41 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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 …Carol Schiffler 11 views 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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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 3 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
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Modify the BPM Notification EmailWe have setup a simple BPM Approval for the Lead Object in Oracle CX Sales, we have a requirement to modify the content of the notification delivered to the users
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Snippet Field Not in Adaptive Search ConfigurationIs the Snippet field available in Adaptive Search Configuration? Can it be disabled? If so, do you know the name of the field in the Adaptive Search Configuration?
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Hyperlink to the asset in IB module when we add assets under Associated Assets tab in SMC?Summary: In Subscription Products when we create Associated Assets, we don't get any hyperlink on the Asset that could show the information about the assets. How can we … -
In Oracle CX Sales how to lock access to the environmentSummary: We are looking to freeze access to the environment for non admin users. This is necessary to perform push some new implementations. I am looking to 'Lock' the s…
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Adaptive Search Query : MemberFunctionCodeIs there a way on adaptive search query to show the MemberFunctionCode of the Team Members? I don't see it on the fields available for Team Members. We need this to dist…
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Custom field not available as workspace filterSummary: I created a custom Fixed choice field on the Opportunity object and made it searchable. I also enabled the new field to Display in UI in Configure Adaptive Sear…
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Supplier not able to view the view Contract in the Supplier PortalSummary: Supplier not able to view the view Contract in the Supplier Portal however, supplier able to view the negotiation in the Supplier Portal and supplier have custo…
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How to check in Subscription with whom it is pending for approvalSummary: Hello Oracle Experts! We have configured the approval for Subscriptions using the BPM task, but once the subscription is submitted for approval, how can the use…Lokesh_619 31 views 1 comment 1 point Most recent by Arturo Macias-Support-Oracle Subscription Management
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BPM rule to send contract approval request to a user associated with "Contract Administrator" roleHow to configure BPM rule to send a contract approval request to the user associated with the "contract administrator" role in the party role section. The user associate…
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Need to extract string from OM Header EFF and push to OSMC Custom field on headerSummary: Hi Team, There is requirement to extract a part of string from OM Header EFF and push to OSMC Custom field on header. Example: Order EFF Header Subs Header CCTO…Chaiti Srivastava 22 views 1 comment 0 points Most recent by Anil Fogat-Oracle Subscription Management
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I want to verify the cohort of our system (Eloqua and sales cloud)How i can verify the cohort of my client? and with that information how I can look for the update schedule of the 2025 year for sales cloud and eloqua I appreciate any h…
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How to search by “item number” in product sectionSummary: Search by “item number” in product section Content (please ensure you mask any confidential information): How can I search in the search bar of the “Products” s… -
Warehouse values are not getting displayed while creating a SubscriptionSummary: Hello Oracle Experts! While creating the Subscription, the Warehouse values are not displayed in the LOV for particular Business Unit combination, whereas when …
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Subscription Number should be unique error because of converted subscriptionsSummary: We have imported subscriptions , hence we are getting error subscription number should be unique. How can we setup auto number with starting sequence higher tha…Noorfatima 11 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management
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Is it possible to copy charge adjustments using copy mapper when copying the charges?Summary: Hello Oracle Experts! In copy mapper functionality, we are not able to find the attribute to copy the Charge Adjustments from one to another during Subscription…Lokesh_619 1 view 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management
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Contracts to be created from the contract requestSummary: Ability to create contracts from the request forms Content (please ensure you mask any confidential information): Hi, We have a requirement where client wants t…
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Project Budget Curency Rate Derivation from dateSummary: Why while entering Project Budget with planning options as : Rate Type Corporate and Rate date "From date of the budget line" is selecting a different Currency …Vikas Arora-Oracle 1 view 1 comment 0 points Most recent by Claudio Brivio-Oracle Enterprise Contracts
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Customer Contract: Hide Generate Data Model XML in the Tasks panelSummary: How to hide the Generate Data Model XML in the Tasks panel? Content (please ensure you mask any confidential information): I'm creating a custom job role that c…Chin Chi-Oracle 11 views 3 comments 0 points Most recent by Nilesh Deshpande-Oracle Enterprise Contracts
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How to setup Electronic signature with OneSpan for Procurement ContractsWe need setup Electronic Signature with OneSpan, The information required by the configuration task "Manage Contract Electronic Signature" with OneSpan as Solution provi…Jose Martínez-Oracle 21 views 2 comments 0 points Most recent by Jose Martínez-Oracle Enterprise Contracts
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How to achieve to populate estimated tax in subscription managementSummary: We have a requirement where tax classifications automatically start showing up in Subscription Management. Is there any way to display the estimated tax based o…
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How to restrict Contract Access by Party Tab within a BUSummary: I would like to enable a full access of a contract only the users shown on parties tab. In other words, I would to prevent the full access for those users not i…Giuseppe Galluzzo 62 views 7 comments 0 points Most recent by Giuseppe Galluzzo Enterprise Contracts
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Manage Contract Role Sources: can I restrict them?Summary: I would like to restrict the resource list of a Contract Role Source. At now, the list of value extracts all the resources. Can I restrict this LOV in some way?…Giuseppe Galluzzo 41 views 7 comments 0 points Most recent by Giuseppe Galluzzo Enterprise Contracts
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How to enter Total Charge Amount in the Subscription Product Pricing TabSummary: Hello Oracle Experts! How to enter value for these fields from Subscription UI or from where does it default the value in this screen? If anybody has any info o…Lokesh_619 1 view 1 comment 1 point Most recent by Ryan Suparman-Support-Oracle Subscription Management