Category 42
Discussion List
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Why Getting Error When Trying to Enrich DnB Data for an Organization in CX Sales?Summary: Trying to enrich an organization record and get error: "You can't enrich or add this record because the DaaS record is already associated with an existing enric…Jacqueline Li-Support-Oracle 13 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales -
How to enable Transaction Sub type in Incentive compensationSummary: How to enable Transaction Sub type in Incentive compensation transaction page Content (required): Need to expose Transaction sub type on transaction creation pa…
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Migration T2PSummary: We are planning to move the changes using 'Migration' for oracle sales cloud, with this Is there any Impact on ERP screen of CX. Content (required): This is to …
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Does the "CalculateFlag" setting on a transaction prevent calculation on that transaction?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Clarification on "CalculateFlag" setting on a transaction and what…Deborah Bourgeois-Support-Oracle 41 views 2 comments 1 point Most recent by Deborah Bourgeois-Support-Oracle Sales
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Unable to search activities under contactSummary: Contact - Activities tab - Can't see search activities option as shown below Content (required): Below marked section is missing Version (include the version yo…
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Is there a way to see the PartyID of the contact that is in OutlookSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Content (required): When I am in Outlook, is there a way to see the PartyID of the…Suri Natarajan-Oracle 71 views 6 comments 0 points Most recent by George-Enache-support-Oracle Sales
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How to enable Non-Monetary type in Plan component in Incentive compensationSummary: How to enable Non-Monetary type in Plan component in Incentive compensation Content (required): How to enable Non-Monetary type in Plan component in Incentive c…
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Can we use informatica address verification services in customer data management ?Summary : In our project, we already have an Informatica address verification services subscription. can we use this subscription in Oracle CDM for address verification …
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How to remove appointments which are completed or cancelled from the 'My Appointments'Summary: Greetings! Can anyone assist me on how to remove appointments/tasks that are 'completed 'or 'cancelled' from the 'My Appointments' present under Sales Infolets …
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Unable to translate the DCL values.Summary: We are looking fuzzy search option in FCL and currently, we have not seen this feature in FCL. So We need the DCL field value transition based on the login user…
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Sales Account 'Prospect' to 'Customer' auto-conversionSummary: Here is my use case - I create a sales account with customer type 'ZCA_PROSPECT' in Sales, then I query this account in AR Manage Customer UI and add billing ac… -
How to exclude participants that are end dated on Compensation Plan while running calculation?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to exclude inactive participants that are end dated on Compens…Deborah Bourgeois-Support-Oracle 21 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Sales
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Is it possible to create views for creating and editing objects - CX Sales Mobile App ComposerSummary: I would like to know if it is possible to add Views for creating and editing objects. For example: A view for creating an Opportunity and another view for Editi…
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What are CRM Objects/Module that have dependency to user primary Business Unit?Summary: currently we are utilizing the multiple BU's in our applications, in which some user have primary BU selected in their resource organizations. and we notice its…
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How to prevent generation of paysheets that have zero(0) value in Incentive Compensation?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Customer wants to avoid generation of paysheets that have zero(0) …Deborah Bourgeois-Support-Oracle 31 views 2 comments 1 point Most recent by soumyadeep chandra Sales
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Integration of SMC with RMCS related to Unit SSPSummary: Greetings! How to verify whether Unit SSP is enabled in SMC ? Thank you. Content (required): Version (include the version you are using, if applicable): Code Sn…
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What is the recommended approach for new fields migration from UAT to PROD?**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Customer have a scenario where they are planning to adop…Umamaheswarareddy Ambati-Support-Oracle 31 views 2 comments 0 points Most recent by Divyaprakash Purohit Sales
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What is the SiteUseCode to be used for a Site that is both Bill-To and Ship-ToIs there a single code that can be sued while creating a site which can have business purpose as Ship-To,Bill-To rather than creating same site as Ship to once and then …
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"Exception during RestAction" Error When Using Next GenSummary: 1. Navigate to Digital Sales -> Accounts 2. Choose one account 3. The error is occurring during opening the record from the list page and when moving to the nex…Jacqueline Li-Support-Oracle 43 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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Is it possible to embed AR customer creation and update screen within CX**This post was created as part of a How to Service Request (SR) Release: 11.13.22.10.0 Summary of the question: Is it possible to embed the AR customer creation and upd…Robert Mutton-Support-Oracle 11 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales
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Too many objects match the primary key oracle.jbo.Key[300000022673309 300000022071613 ]Summary: Trying to add a team member to Appointment via Groovy and erroring out Content (required): Trying to add a team member to Appointment via Groovy and erroring ou…
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How to change the Field in the Find section on the Landing Page?**This post was created as part of a How to Service Request (SR)** Summary: By Default, a Custom Object gives the option to Find on "Record Name" field on Landing Page. …Varun Malhotra-Support-Oracle 21 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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Oracle CX Sales Level 1 and Level 2 processesSummary: Process taxonomy document for Oracle CX Sales. Content (required): I am looking for Process taxonomy document for Oracle CX Sales application (Level 1 & Level 2…
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How to remove customer organization contact by SOAP serviceSummary: How to remove customer organization contact by SOAP service Content (required): **This post was created as part of a How to Service Request (SR)** We would like… -
Custom Contact DCL should work like a standard Primary ContactSummary: Custom Contact DCL should work like a standard Primary Contact Content (required):We have requirement of creating a Contact DCL field (Secondary Contact) that s… -
Things to Finish and Notifications FunctionalitySummary: How does the Things to Finish and Nofications work? It is not equal with the number of tasks or appointments. Content (required): How does the Things to Finish … -
Is there any integration for Incentive Compensation With Accounts Payables?**This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: Any pre-built integration between Incentive Compensation Cloud pay…Deborah Bourgeois-Support-Oracle 12 views 1 comment 0 points Most recent by Deborah Bourgeois-Support-Oracle Sales
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How to migrate custom roles from one POD to other?**This post was created as part of a How to Service Request (SR)** Version : 23 A Summary: We have many custom roles defined and tested in lower instance. We would like …Varun Malhotra-Support-Oracle 31 views 1 comment 0 points Most recent by Varun Malhotra-Support-Oracle Sales
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How to restrict/set max size of attachment for an object?**This post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: How to restrict/set max size of attachment in Account ob…Umamaheswarareddy Ambati-Support-Oracle 11 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle Sales
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23A new feature: Enable Territory-Based Access to Custom ObjectsSummary: 23A new feature: Enable Territory-Based Access to Custom Objects You can provide resources with access to custom object data, where access is based on the resou…Vini Rastogi-Support-Oracle 21 views 1 comment 0 points Most recent by Vini Rastogi-Support-Oracle Sales