Category 42
Discussion List
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Contacts ManagementSummary: How do we group or organize or classify Account -> Contacts in an Organization with multiple line of business. Content (required): We have one line of business … -
Appointment sync in Outlook 365Summary: The moment I enable appointment sync, I'm receiving meeting cancellation emails. What could be the issue? Content (required): Auto cancellation of meetings. Ver… -
CDM - Can we merge and link same data setSummary: Is it possible to use both merge and link options for same data set? Content (required): Hi, Currently we use merge option to find the students' master record i… -
Get user job role in resource object custom fieldSummary: In Resource object we have a custom text field. And we wanted to populate that field if the resource has the specified job role tagged. We wrote below script in…Lavu Kalyan Chakravarthi 51 views 7 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Is there any way to make calculation process faster?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Customer is using the best index and there is no way to make it be…Matei Niculescu-Support-Oracle 41 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Best Practices for a contact leaving a companySummary: What is the best practice for managing contacts that you have done business that leave a company and go to another company? Content (required): We are trying to…
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Does Outlook Connector need to be removed before Microsoft 365 for Sales can be deployed and work?Summary: Trying to implement Microsoft 365 for Sales. Content (required): Need to understand if all Outlook Connector needs to be removed and uninstalled from all machin… -
What is BIP report table for Oraganization in sales CXSummary: What is BIP report table for Oraganization in sales CX Content (required): What is BIP report table for Oraganization in sales CX Version (include the version y…
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Report custom formula for OBIEE ReportSummary: Previously we have a BIP report and for one column we have used below query. case when f.NAME like '%Singapore%' then 'AA Singapore' when f.NAME like '%Malaysia…Lavu Kalyan Chakravarthi 51 views 3 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Sales
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Why Territory Assignment Scheduled Process doesn't trigger any println statement in scripts?**This post was created as part of a How to Service Request (SR) Summary: Territory Assignment Scheduled Process doesn't trigger any println statements in field trigger …Vini Rastogi-Support-Oracle 11 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales -
How to create the Customer Hierarchy for custom Field**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to create the Customer Hierarchy for custom Field. The require…Madhuri Cheruku-Support-Oracle 51 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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The Oracle design team wants to hear from you!Summary: The Oracle Design team's mission is to get you to fall in love with Oracle one interaction at a time. To that end, we want to hear from every one of you - indiv… -
What are best practices for transitioning/deploying workspace?**This post was created as part of a How to Service Request (SR) Summary: What are best practices for transitioning/deploying workspace? Content (required): NA Version (…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales
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How to reactive customer account site use code from I to ASummary: At Customer Site Use / Address Purpose level in UI, users are selected this delete option against Bill To site and the respective site use going into Inactive s…
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Is it possible to partially cancel a transaction (UI or REST API)?**This post was created as part of a How to Service Request (SR) Release: 22C Summary of the question: Is it possible to partially cancel a transaction (UI or REST API)?…
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How to do Staged migrating from MS Office 2016 (Outlook) to Office 365 and Exchange 2016 On-Premise**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to do Staged migrating from MS Office 2016 (Outlook) to Office…
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How to update Party Site Number ?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We are trying load the legacy customer data into Oracle …Umamaheswarareddy Ambati-Support-Oracle 231 views 3 comments 0 points Most recent by Madhuri Cheruku-Support-Oracle Sales
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Is it possible to create subtabs in creation pages for the Sales Objects?Release: 22C Summary of the question: Is it possible to add subtabs in the create object page (it is available in the edit object page, but does not seem to exist for th…Hector Dantas-Support-Oracle 31 views 1 comment 0 points Most recent by Hector Dantas-Support-Oracle Sales
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To build BO based on VIEW and expose as REST APISummary: Build a View consists of all the fields in the subject entities Content (required): Build a View consists of all the fields in the subject entities(i.e. Item ma…
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Best Practices for Product Catalog and Price ListsSummary: Is there anywhere that outlines the best practices for working with products, catalogs and price lists For example, how do I deal with products we no longer wan…
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Unable To See Additional BUs Added On Opportunity Or Sales Lead PagesQuestion: We have added additional Business Units but they are not showing up in the Business Unit fields for Sales Lead or Opportunities. **This post was created as par…Kyler Thomas-Support-Oracle 21 views 1 comment 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
How to export and import cascading picklistSummary: We need to export an existing cascading picklist and create a new cascading picklist with same values. Is there any way we can export and import cascading pickl…
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Use Groovy Script option in AR Customer to trigger ERP Adapter-OICRelease: 11.13.22.07.0 Summary of the question: There is an option in ERP trigger endpoint in OIC: Receive Requests from ERP Cloud Applications (explicitly sent from Gro…Prasanth Prabhu-Support-Oracle 172 views 1 comment 1 point Most recent by John Vakoc-Oracle Receivables & Collections
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Change the name of standard Oracle Tabs in Sales Lead in mobile UISummary: How to change the name of "Notes" tab to "Notes History" in mobile UI. We can do the same in desktop UI via application composer -> Sales Lead-> Pages. Content … -
How to enforce a rule to have only one Customer Account for every Customer(organization/person)Summary: Single customer account for a party(either an organization or person) Content (required): Hi Team, As per the Oracle Trading Community Architecture, We can crea…Shashidhar Goud 22 views 1 comment 0 points Most recent by Nicoleta Chiru-Support-Oracle Receivables & Collections
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How to enable Address validations for countries**This post was created as part of a How to Service Request (SR) Release: 11.13.22.07.0 Summary of the question: We have a requirement to enable address validations for …Umamaheswarareddy Ambati-Support-Oracle 41 views 2 comments 0 points Most recent by Prasanth Prabhu-Support-Oracle Sales
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Search Pattern in DCLHi, In the DCL field if I type Media I can see list of values starting with Media as below But I type GMBH I am not able to get the list of values I tried to use %GMBH% … -
If there is ability to import geography hierarchyHow to import geography hierarchy as i cannot find it in this doc https://docs.oracle.com/en/cloud/saas/sales/22c/faiem/import-your-geography-data.html#s20072220 -
What are the minimal fields needed for Contacts in Import ManagementSummary: I am looking to export contacts, then update some values, like Account Manager, and then want to - re-import. What are the minimal fields needed to do that Cont…
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Looking to use Export Manager to export Contacts that belong to Accounts owned by a specific UserSummary: Is there a way in Export Manager (and ultimately back into Import Manager) to query on Contacts that belong to Accounts where the Owner of the Account is a spec…