Setup and Maintenance
Discussion List
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How to import Customer Classification CategoriesSummary: Hi, I'm creating a new Classification Category to use as an auxiliary dimension in territory. We have many classifications codes and we want to import all of th… -
Conflicting Job RolesSummary: We have a few custom roles defined using the standard subscription specialist role and some of them when combined together conflict with user access. Content (r…Niladri.Biswas 161 views 1 comment 0 points Most recent by Arturo Macias-Support-Oracle Subscription Management -
How to modify the implicit access from "Edit" to "View Only" for opty team members?Question : **This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to modify the implicit Access from Edit to View Onl…Matei Niculescu-Support-Oracle 61 views 2 comments 0 points Most recent by Vitejanu Vasile-Madalin Sales
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What would you like to know about Subscription ManagementContent As we start to ramp up Customer Connect webinar sessions over the next few months, we want to reach out to our users to see what you are most interested in learn… -
Is it possible to customize the standard email sent when a resource is added to a task?**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: Is it possible to customize the standard email sent when a resourc…Daniel Placinta -Support-Oracle 71 views 1 comment 0 points Most recent by Bogdan Munteanu-Support-Oracle Sales -
How to change notification preference at Site Level?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to change notification preference at the Site Level? Supportin… -
What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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Groovy Script to delete Account related address lineSummary: If Opportunity Status is set to Lost, then we want to delete the address line in associated Account based on the location ID on related object that matched with…
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Is there any impact in disabling Sales Methods and Sales Stages?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: Is there any impact in disabling Sales Methods and Sales Stages? S…
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Is it possible to configure territories to filter user access to only customers and subscriptions?------------------------------ Body------------------------------------ **This post was created as part of a How to Service Request (SR) Release: [22A] Summary of the qu…Ed Gomez-Support-Oracle 21 views 1 comment 0 points Most recent by Ed Gomez-Support-Oracle Subscription Management -
How does item specification 'Service Duration Type = Variable' works for inscluded warranty?Summary: Hi All, We have a requirement where Sales Admin should enter the included warranty duration during Sales Order creation. If we are using 'Service Duration Type …Abhishek Nirgudkar 61 views 1 comment 0 points Most recent by Raluca Valentina Buzatu-Support-Oracle Subscription Management -
Approval of subscription based on user's hierarchy.Summary: Hi All, Can we establish the approval flow in BPM which is based on user's hierarchy. Eg: UserA -> ManagerA UserB -> ManagerB When UserA creates Subscription it…Abhishek Nirgudkar 11 views 3 comments 0 points Most recent by Abhishek Nirgudkar Subscription Management
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How do users make updates Meter Definition Templates from Subcription Configuration**This post was created as part of a How to Service Request (SR Release: [22B] Summary of the question: Currently under the Subscription Configuration area, users can on…Ed Gomez-Support-Oracle 21 views 1 comment 0 points Most recent by Ed Gomez-Support-Oracle Subscription Management
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How To Add Renewal Type at Subscription Product level auditing**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: We weren't able to find the Renewal type attribute in the Manage A…Nilesh Deshpande-Oracle 31 views 1 comment 0 points Most recent by Nilesh Deshpande-Oracle Subscription Management
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How to export product catalog from OEC?Summary: Hi Members, I have been looking for a method to export product catalog for sales from OEC. I have tried using export button on manage product groups but it does…