Comments

  • 1-9 of 9
  • Justin Scherrer
  • Justin Scherrer

    Hi Ashley, 

    I get an expression builder when I click the 'Required' property of a custom field. I recommend submitting an SR in MOS, this sounds like something Oracle will have to fix. 

  • Justin Scherrer

    Hi Kyle, 

    You can import update the Effective Date (user managed "Close Date" calendar on the opty page) and the Actual Close Date (system managed) on your opportunities. There is a fair bit to consider when importing data, Oracle's "Import and Export Data" guides can be found in the Help Center here: https://docs.oracle.com/en/cloud/saas/engagement/19c/administer.html

    Edited to add: You'll need to update the actual close date on the associated revenue records as well as the opportunity effective date. 

  • Justin Scherrer

    Hi Vinda, 

    We didn't experience this issue during 19C upgrade, but we have had similar issues in the past during release upgrade. In those instances, simply creating and applying a new theme resolved the issue. It's quick to do, so it might be worth a try. 

  • Justin Scherrer

    Hi Srinivas, 

    I am not very familiar with the credit recipient process or territory management in EC as we are handling these processes externally. However, this lack of credit recipient process was causing other issues in our system. As a result, we implemented an After Update opportunity object trigger with the below script. This script makes the opportunity owner always be a 100% credit recipient. Perhaps this script could be modified or used in a field trigger to meet your requirements if there is not a better solution in the out of the box Sales Credit Recipient process?

    def oppRev = ChildRevenue

    while(oppRev.hasNext()){
    def row = oppRev.next()

    if(row.PrimaryFlag == 'N' && row.ResourcePartyId != OwnerResourcePartyId) {
    row?.setAttribute('ResourcePartyId',OwnerResourcePartyId)
    }
    }

  • Justin Scherrer

    Hi Tina,

    I realize you've probably already made a decision since this was posted a few months ago, but I thought I'd post for the benefit for others who may have a similar question. Below is a link to a blog post by Edward Dewolf that is useful for understanding the reason one might choose to publish in one area vs another.  In our environment, we ended up publishing interactive dashboards both on the homepage (intended for people who are actually working in the system) and in OBIEE (intended for people who are just going to the system to consume reports).

    http://www.dewolf.net/where-best-publish-a-report/

  • Justin Scherrer

    Hi Herno,

    This can be achieved through security customization. Basically, you would be creating custom roles and removing opportunity revenue edit and delete privileges from the Data Security Policies for that role in security console. Out of the box, there are typically grants for each method of access (i.e. user was added to the record team with edit access, user has record access through a territory, etc). 

    While this is MUCH simpler in the new simplified security structure, it can still get a little complicated. I strongly recommend going to My Oracle Support, looking up Doc ID 1609084.1 (Security Resource Center), and reviewing the security documentation for your specific release. The documentation is a little lengthy, but does a good job explaining the mechanics of security customization in detail.

  • Justin Scherrer

    Hi Herno, 

    You are using the standard field WinProb, which is editable and the ability to change the editability is locked down in Page Composer.

    However, there is another Win Probability field called RcmndWinProb that is also driven by the probability settings in the Sales Method but is not user editable. 

     

  • Justin Scherrer

    We received notification that we've customized predefined security roles or privileges. An implementation partner did our role set up, so we are unsure of exactly what customizations were made. Is Oracle able to provide more detail on what customizations they detected?