Oracle Best Practice
Discussion List
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Enterprise Structure SetupSummary: We have rolled out the setup for CX sales and in progress of configuring the products for CX service. Service module require Products setup, this process expect… -
HZ_ENABLE_MULTIPLE_BU_CRM setupSummary: We are implementing CX - Service, Current Sales setup has HZ_ENABLE_MULTIPLE_BU_CRM set as No. Can we progress this setup for now and then come and update the v…
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opportunity revenue typeSummary: How should I display data of upside, committed, committed at risk in forecast? Content (please ensure you mask any confidential information): Version (include t…
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need to add the related object custom fieldsSummary: need to add the related object custom fields on the parent object it order to include it as a search criteria Content (please ensure you mask any confidential i…
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B2B Service and work order without asset and adding the asset details back processSummary: Greetings, We seek the best practice or process solution for the following scenario: When the call center service team receives a call from a customer requestin… -
How to create foldout panels for displaying Assets, Subscriptions, and CoveragesIn response to frequent requests, this article is specially crafted to aid system implementors. It focuses on a specific use case involving the display of installed base… -
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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Why is there a delay in showing the recurrence activity in Sales Calendar?Summary: We are creating a recurring appointment -Team Huddle Type and it has a 30 mins or more delay in showing on the calendar. We have set up the recurring appointmen…
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Duplicate resolution request leaves the victim OSR status remains Active. Needs to be inactive.Summary: When a duplicate resolution request is processed, the victim OSR status remains Active. Can we have the process Inactivate the victim OSR during the request? Ve…
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Deep link of Lead creation pageSummary: What is the Deep Link URL available for the Sales Lead creation page. We are able to get the same for Service Request Create page, however not able to get the s…
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SaaS UCM retention period and Storage LimitSummary: What is the Oracle SaaS (HCM, ERP, Cx) retention policy and storage What is the Retention policy of fusion UCM? What is the storage capacity in UCM? Can we have…Ashwini Chandel 35 views 2 comments 0 points Most recent by Vijaya Sekhar A-Oracle Reporting & Analytics for Sales
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Restrict Activity Access to specific user(s)We've used access groups to allow our organizations users visibility into all records (Accounts, Contacts, Activities, etc.) so that any user can assist a customer. Howe…
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Requirement to upload Customer Contacts in BulkHi Team,We have a requirement to upload customer contact in bulk. we tried uploading contact through FBDi file but that is very time consuming & complex process for the …Pratik_Rathod-Oracle 41 views 2 comments 0 points Most recent by Pratik_Rathod-Oracle Fusion Service
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How to change root user in sales HierarchySummary: Hi All, We have a requirement of changing root user in the hierarchy, Existing root user has to come under this new user. How can we do that. is it possible to …
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Restrict DCS User to send email update on RESOLVED status SR and get autopreply notification emailSummary: If SR is in Resolved Status then can we restrict DCS End Users for sending their email reply update to Service Request Area under Messages. Like example - DCS u…
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Is it possible to validate Indian Defense PAN/GST number using Validation Rule?We are validating the Normal PAN and GST number as per the GST/PAN number format provided by Government portal, Attaching PDF. But No information available for Defense P…Siraj Pathan 134 views 1 comment 1 point Most recent by Radhika Abhyankar-Support-Oracle Fusion Service
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How to use Smart Action to open a dialogOverview This guide provides an overview of how to use Smart Action to open a dialog. The approach described can be utilized to address various use cases, including upda…Edson Junior, Oracle 232 views 2 comments 1 point Most recent by Edson Junior, Oracle Fusion Service
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what is the process of Quote and orderSummary: What is the process for quotes and orders without CPQ, and how is the data displayed? Content (please ensure you mask any confidential information): Version (in…
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Getting error when trying to fetch profile values in field trigger before insertHi Everyone, we are getting error when creating error after adding the below condition in if (oracle.apps.fnd.applcore.Profile.get("SERVICE_2_0_SR_LIST").contains(Catego… -
VAT update in runtimeSummary: Whenever I update the VAT, it doesn't update the amount in real-time. Content (please ensure you mask any confidential information): Version (include the versio…
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Scheduling a schedule processes job with date field being dynamicSummary: Hi All, We want to schedule few seeded processes through scheduled processes page, for scheduling this, we need to have the date parameter as dynamic i.e. refle…
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Field Search not workingSummary: We have a DCL search page , in that we have DCL fields and all are working except one DCL. Though we are giving the value in it , it is not considering it for s…
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What is the right way to show supplier data in Sales CloudSummary: We have Oracle Sales CLoud and Oracle Procurement implemented. What is the right way to show the supplier data in Sales Cloud which is also account in Oracle sa…
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Unable to add resources to Internal Service request queuesSummary: I'm setting up internal help desk requests. I created a custom resource role and set the Usage to Service feature. I assigned this resource role and a resource … -
How to update the SR record when a customer replies to an email or update on DCSSummary How to update the SR record when a customer replies to an email or update on DCSContent There is not an out of the box way for an SR field or status to get updat…User_2025-02-03-19-47-52-460 73 views 4 comments 2 points Most recent by AMIT KUMAR YADAV Fusion Service -
Is there any performance impact for indexing all records without limit in Adaptive Search?Summary: In Adaptive Search setup page, we have option to select "No Limit" in "Index Records Updated in the Last" field. If we select this option "No Limit" for several… -
How to do dynamic searches in Sales Cloud via Rest API?Summary: I need to set up a dynamic API query in Oracle Sales Cloud that returns accounts with only part of the string entered. Content (please ensure you mask any confi…
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Resolution due date on OFSC work orderSummary: In our implementation, we dont have the enterprise contract module and instead utilize subscription management. Currently, in defining SLAs for work in OFSC act…
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How to add custom table which has records in layoutsSummary: We need to add one custom page in tab in custom object. When user click on that tab it open that custom page and that page will call Third party API and we need…
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Groovy script to move or copy attachments from one account to another account recordSummary: We have a requirement in which we need to move or copy attachment (only png pictures) from one account to another account record via groovy in oracle sales clou…