Setup and Maintenance
Discussion List
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User License AuditSummary: Would like to understand how to Audit and review User LIcense in Fusion Sales Content (please ensure you mask any confidential information): We are going throug… -
How to Change the Oracle Logo and Name of Browser TabContent Is there a way to change the Oracle Logo and Name of the browser tab? Is this possible? If so, what are the steps to do this? Thanks in advance.
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How to restrict Account with Business Unit in Oracle CX SalesSummary: I want to restrict every account by business unit so that only accounts associated with a specific business unit are visible to the Account Manager. Content (pl…
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In opportunity all Currencies dropdown is not showing.Summary: I have Enabled multiple currencies and the profile option MOO_REVN_ENABLE_MULTICURRENCY is set to YES. Also, Manage Daily Rates and they are showing the currenc…
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Order management header DFF fields to Subscription Product custom fields service mapping support?Summary: Order management header DFF fields to Subscription Product custom fields service mapping support? We would like to understand as we can map 1.order management H…Rehana Tadimerri 61 views 1 comment 0 points Most recent by Sasikanth B S-Oracle Subscription Management
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Unable to Edit Geography Type for Cities in Geography HierarchySummary: Hello, I’m currently working on setting up the geography hierarchy in Oracle for Pakistan, and I’ve encountered an issue that I need some help with. Issue:I not…
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Opportunity Territory Assignment is not workingSummary: I have done these steps to enable the option the run assignment, but it does not work. 1. Create a new sandbox and activate it. 2. Set MOO_OPTY_ENABLE_AUTO_ASGN…
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How to create a Relative date new event for a Contract Deliverable?Summary: We want to add a new event in the event dropdown when selecting a relative date for a Contract deliverable. How to add this? Or is there a lookup in which we ca…Darita Dayaganon 11 views 1 comment 0 points Most recent by Ed Gomez-Support-Oracle Enterprise Contracts
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if there is any option to add first month invoice line from subscription to existing AR invoiceSummary: We are looking configuration/set up to add first month invoice line from subscription to existing AR invoice when we have products such as hardware with include…
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Enterprise Contracts ApprovalsOur requirement is to set up approvals for Enterprise Contracts. When a contract is submitted from the draft stage to Active, it should first go to the Contract Administ…Sunny Chhabra 21 views 1 comment 0 points Most recent by Rashmi Sinha- Support-Oracle Enterprise Contracts
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Task details not required while association of projects in contractsHi, While associating a project to the contract, task details are not required by the client for one BU and it is required by another BU. So can we restrict these detail…
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Video: Accessing Visual Builder StudioAccessing Visual Builder Studio: Understanding the access and authorization for using VBS with Next Gen CX Fusion applications. https://videohub.oracle.com/embed/secure/… -
Video: Quick Start for Turning On Redwood SalesVideo: Quick Start for Turning On Redwood Sales. Cut to the chase and quickly learn how to opt-in to Redwood Sales and create the project in Visual Builder to begin cust…
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How to block customers from creating warranty contracts if they have overdue paymentSummary: Unable to block customers from creating warranty contracts if they have overdue payment. Content (please ensure you mask any confidential information): We have …Buzz_123456 21 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Subscription Management
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Not able to create or manage saved searches in Subscription Search pageSummary: I am trying to create a new Saved search on the subscription page to search subscriptions based on certain criteria like customer, PO number, etc. Based on some…Karthik Velusamy 51 views 1 comment 0 points Most recent by Ofelia Vez-Support-Oracle Subscription Management
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Deleting Product GroupsContent Hi All , Is it recommended to delete Product Groups ? What are the impacts on existing Opportunity with the Products Groups already added ? We are on release 19D… -
Notes : Adaptive Search via RESTIs there a way to search Notes via Adaptive Search REST?
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EPM Dashboard active instance count doesn't show all active instanceshttps://us.v-cdn.net/6034893/uploads/AVDGQZE2NPSP/oracle-question1.docx Attached the screenshot for quick reference.DeepakNayak 11 views 1 comment 0 points Most recent by Claudiu Mindruta-Support-Oracle Subscription Management
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In the Enable Sales Intelligence feature the data for leads is showing differentIn the Enable Sales Intelligence feature under setup and maintenance, the data for leads contact recommendation and lead validation recommendation is showing different f…
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Not able to translate Custom Sales Stages in OpportunitySummary: We are having some custom Sales Stages as per our requirement. But we are not able to find an option to translate those Sales Stage values. We are trying to tra… -
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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Quota Required Setup that will not go through Setup and Maintenance Pages || Options via Roles SetupSummary: Due to security considerations, is there a way that our End Users responsible for Quotas Setup can access the following without going through Setup and Maintena…Christian Gerald Patacsil 31 views 2 comments 0 points Most recent by Christian Gerald Patacsil Sales
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Perform Bulk Export feature in Enterprise ContractSummary: We have a requirement of exporting contract attachment in bulk, I read some oracle support note, it looks like as per this Bulk Export Contract Attachments (Doc…Sam Samaddar 11 views 1 comment 0 points Most recent by Alexandra Rabaea-Support-Oracle Enterprise Contracts
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Opportunity Predicted Win ProbabilitySummary: We have been trying to enable this "Opportunity Predicted Win Probability" AI feature for Sales in a demo org, but it persistently fails to get activated result…