Setup and Maintenance
Discussion List
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how to provide a notification to users on a particular date to review all their accountsHi All, We want to provide a notifications to only account owners asking to review their accounts on a particular date like once in a month/quarter/year. We need to prov… -
Build BI Report on Contact Deduplication CX SalesOn our instance there are around 20000 duplicate contacts so we want to build a report on Contact Duplication data. Same report output will be send to business for appro…AMIT KUMAR YADAV 31 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales
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Remove/Inactivate/Hide values from Dropdown - BU Name and Subscription Legal EntitySummary: Need to hide unused values from the dropdowns "BU Name" and "Subscription Legal Entity". Need guidance on how to do this. Content (please ensure you mask any co…
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Why the text message doesn't visible for the action : Share in supplier portal for the Contract ?Hi , when I use the action SHARE IN SUPPLIER PORTAL in the Enterprise contract , the text message doesn't visible as notify in the supplier portal: In the supplier porta…Michela A. Morgillo 11 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Enterprise Contracts -
Interaction of Contract Deliverables with Procurement and ContractsCurrently, when creating a deliverable within a contract, it is not possible to include flexfields of any format other than 'Character'. This directly impacts processes …
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Unable to Remove Standard Field from Page LayoutSummary: I'm currently trying to remove a field from the offer page layout in Taleo, but I’m not seeing an option to hide or delete it. The field in question is a standa…
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Oracle Subscription ProfileSummary: I would like to gain a clear understanding of the primary purpose behind setting up Subscription Profiles in OSM. Is it solely for fields that are not automatic… -
How can we customize the email content for contract expiry notifications?Summary: I know we can set the contract expiry notification at Contract type page and also we have Manage Contract rules task, I explored that as well in that we have "E…
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how do i access implementation guide of CX SalesSummary: how do i access implementation guide of CX Sales Content (please ensure you mask any confidential information): Version (include the version you are using, if a…
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How to use additional attributes (custom/standard) in opportunity assignment rules criteriaSummary: When creating a new Assignment Rule for opportunity, there is only a small quantity of fields to use in the criteria. How can we use additional fields, such as … -
how to setup sales agreement for order managementSummary: as mentioned in the implementation guide i have created a new contract types as the only set up task for the sales agreement and chosen the Reference Data Set N…Rowan mohamed-Oracle 41 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Enterprise Contracts
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Adding new sales order to existing subscriptionHi Team, We have requirement to add sales order created for same customer to existing subscription which is for same bill to and ship to addresses instead of creating ne…
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Subscription Management:12-Month Subscription: First 2 Months Free, Adjust Remaining BillingSummary: Hello Team, We are trying to configure a subscription scenario in Oracle Fusion Subscription Management and would like guidance on the best approach. Scenario: …
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How to run territory assignment job with multiple view criteria parametersSummary Multiple view criteria in opportunity territory assignmentContent Hello Experts, While scheduling the territory assignment ESS job, we have requirement to schedu…
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While creating Contract, there aren't BU in the BU fieldSummary: While creating Contract, there aren't any BUs available in the field Content (required): While creating a Contract, none of BUs are not appearing, Setups seems … -
unable to open Internal Resource Organization HierarchySummary: I have done all these steps, still can't access the Internal Resource Org Hierarchy. 1. Clear Cache & Cookies or use Browser Incognito Mode. or 2. Reinstall the…
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How can we restrict data security for users based on Team members in Subscription ManagementHi all, We have a requirement where the access to a particular Subscription must be restricted based on whether or not they're a team member in the Subscription. We chec…Nalsoft Pvt Ltd 11 views 1 comment 0 points Most recent by Mihaela Anghel-Support-Oracle Subscription Management
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How to establish relationships Betw parent & child contracts in ERP and the functional for the sameSummary: We had some requirement from the client, basically they would like how to establish relationships between parent and child contracts in ERP. So, if anyone knows…Shashikanth Kumar P-Oracle 81 views 4 comments 0 points Most recent by Poornima MS-Oracle Enterprise Contracts
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how to remove the auto-provisioned roles for a particular UserSummary: We have a requirement to remove auto-provisioned roles for a specific user. Since we don’t have access to the Security Console, we attempted to remove the roles…
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Workspace Account search is not showing dataSummary: User cannot see the record when trying Workspace Account search (user is in the Account territory team), but user can see the record when search in Account land…QUOC DAT NGUYEN 41 views 4 comments 0 points Most recent by Sravanthi Reddivari-Support-Oracle Sales
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CCC Linked In Sales Navigator Integration with CX SalesAs part of the 25C feature, we are looking to enable the LinkedIn Sales Navigator integration within our Oracle CX Sales instance. However, the documentation provided la…
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Manage AI taskSummary: We are not able to access manage AI task. Content (please ensure you mask any confidential information): Version (include the version you are using, if applicab…
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What happens if admin acc used for Contract Electronic Sign integration with DocuSign is disabled?Summary: For our client, I have set up the Contract Electronic Signature integration in Oracle Fusion with DocuSign using an account e.g. @clientdomainname.com.au. 1. Wh…
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related name how to upload through FBDI template in customerSummary: How can I upload related names for customers using the FBDI template? What are the steps and required fields in the template to ensure the related names are cor…
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Unable to fetch Custom objects Audit history via RestAPISummary: We have a requirement to capture the audit history of custom objects using the REST API. To support this, we have enabled auditing for the relevant custom objec…