Category 42
Discussion List
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SQL Database for Oracle Fusion SalesSummary: Is there a way to access the Oracle Fusion using SQL Server? Content (required): We would like to access the database using SQL Server to update records in Orac…
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How to filter search results using child object fields in Adaptive Search REST API?Summary: I'm filtering the search results in Adaptive search REST API using child account fields and contact fields from parent contact object. When I tested in Postman,…
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How to change the default Transaction TypeSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Summary of the question: How to change the default Transaction Type Content (requi…Suri Natarajan-Oracle 71 views 3 comments 0 points Most recent by Suri Natarajan-Oracle Incentive Compensation
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Unable to assign role based on a field using the Participant Assignment rulesSummary: Unable to assign role based on a field using the Participant Assignment rules Content (required): Unable to assign role based on a field using the Participant A…
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How to create custom function for Calculation where settlement date determines multiplier?**This post was created as part of a How to Service Request (SR) Release: 23B Summary of the question: How to create custom function for Incentive Compensation which giv…Deborah Bourgeois-Support-Oracle 31 views 1 comment 0 points Most recent by Kim Vu-Support-Oracle Incentive Compensation
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Deep Link for ICM Comp PlanSummary: We plan to build a VBS page with some custom logic since comp plan doesn't support dynamic layout. In VBS page, we will have a deep link to the standard comp pl…
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Automation of Custom compensation plan assignmentSummary: We have a requirement to assign the plan based on a custom date. Standard functionality: When a user promotes say from sales rep to sales manager, in the partic…
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Is there a way to limit the child level records in the response of Adaptive Search via REST?Summary: Content (required): We are querying Contacts entity via Adaptive Search REST. Included in our query are child/related-level criteria. However, for the search re…
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How to archive older records in sales cloud?Summary: How to archive older records/records which are not using for a long time in sales cloud? Content (required): When does anything (Leads, opportunities, service r…
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Need REST API details to merge customer Parties/accounts/sites in Oracle fusionThis post was created as part of a How to Service Request (SR) Release: 11.13.23.01.0 Summary of the question: Customer has a requirement to merge the customer Parties/a…Manoj Kumar-Support-Oracle 321 views 1 comment 0 points Most recent by Manoj Kumar-Support-Oracle Sales
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How to add to additional fields to the list of filter fields on Opportunities subtab of AccountSummary: How to add to additional fields to the list of filter fields on Opportunities subtab of Account Content (required): User wants to add 'Close Date' field to the …
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Can anybody share CDM batch processing documentation ?Summary: Working on CDM project. need to configure deduplication/account merge logic. could someone share a detailed doc if any is available? do we have any oracle custo…
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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 31 views 1 comment 0 points Most recent by Jacqueline Li-Support-Oracle Sales
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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 71 views 2 comments 1 point Most recent by Deborah Bourgeois-Support-Oracle Incentive Compensation
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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 91 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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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 41 views 1 comment 0 points Most recent by Oana Grigorie - Support-Oracle Incentive Compensation
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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 51 views 2 comments 1 point Most recent by soumyadeep chandra Incentive Compensation
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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 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 1.1K 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 32 views 1 comment 0 points Most recent by Robert Mutton-Support-Oracle Sales