Posts

Posts

  • Bradley Hughes
    Release 12 - Security Console Challenges and Colleague...44.3
    Topic posted April 26, 2017 by Bradley HughesSilver Trophy: 7,500+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Release 12 - Security Console Challenges and Colleague Password Reset Queries
    Summary:
    Help to resolve password resets for colleagues that have no Email and now no security questions
    Content:

    Hello,

    After reviewing the functionality within the Security Console for R12, we have discovered there are now no Security Questions available. The only functionality we can see that allows a colleague to reset their forgotten password, will require a Work Email Address. If Colleagues have no Work Email address, they will have to contact the operation in order to reset their password.

    The colleague can then log into Fusion immediately, without being prompted to change their password after initial log in. The Employee can reset their password by 'set preferences' but this is a manual task.

    Is anybody aware of any available functionality that allows a user, without an email address in the system to reset their password? or any workarounds that will prevent a huge volume of calls to the operation, due to a high volume of colleagues having no Work Email address,

    Kind Regards,

    Brad

  • Madhav Reddy
    OTBI CX Reporting - Best Practices5.0
    Topic posted September 6, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Reporting and Analytics, Sales in Sales > Reporting and Analytics for Sales public
    Title:
    OTBI CX Reporting - Best Practices
    Summary:
    OTBI CX Reporting - Best Practices
    Code Snippet:
  • Kunal Daya
    Fusion Apps - License ConsumptionAnswered74.0
    Topic posted July 31, 2019 by Kunal DayaRed Ribbon: 250+ Points, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Fusion Apps - License Consumption
    Summary:
    Trying to understand how license consumption per user works
    Content:

    Hi Community,

    Can anyone explain how license consumption works in Fusion Applications. IS the consumptions done by by users and what roles they have or is it dependant on what features are enabled?

    Example Issue: We have users high number of users consuming Inventory licenses, however we only should have 10 users using Inventory module.

    Objective; Reduce number of inventory license users and other modules

    Any assistance would be appreciated

    Kind Regards

     

    Version:
    19B
  • Stephanie Gott
    Future Dated Activities15.0
    Topic posted July 29, 2019 by Stephanie GottSilver Medal: 2,000+ Points, tagged Activity, Opportunity, Opportunity Management, Pipeline, Reporting and Analytics, Sales, Sales Manager in Sales > Reporting and Analytics for Sales public
    Title:
    Future Dated Activities
    Summary:
    Show Opportunities with Future Dated Activities tied to them
    Content:

    Hello,

    Our Sales Leaders require our Seller's to have at least one future dated activity on each opportunity.

    Business problem we are trying to solve:

    “Show me all of the opportunities that don’t have any future dated activities tied to them”.

    I created a report and am using this Case When Statement to show all of the future dated activities on an opportunity.

    CASE WHEN "Activity"."Due Date"> Current_Date then "Sales - CRM Pipeline"."Pipeline Facts"."# of Opportunities" else 0 end

    The problem I'm running into is this: If I filter on just the zeroes, that would make it seem like Michael Johnson doesn’t have any future dated activities at all (see attached example). But he does. Any ideas on how I can show only the opportunities that only have zeroes and don’t have any 1’s?

    If anybody has a better way to get at this information, I'm open to alternatives. If anybody has ideas about how to fix my current solution, I am open to those as well.

    Thanks,

    Stephanie

     

    Version:
    11.1.1.9.0
  • Madhav Reddy
    Lead - Opportunity Conversion Report15.0
    Topic posted January 30, 2019 by Madhav ReddyBlue Ribbon: 750+ Points, tagged Leads, Opportunity, Sales, Sales Executive, Sales Manager, Sales Representative, Tip in Sales Cloud Report Sharing Center public
    Title:
    Lead - Opportunity Conversion Report
    Summary:
    Monitor how leads are being converted to the opportunities and whether Contributions of lead to opportunity are evenly allocated among the leads.
    Content:

    Business Use Case:

    Sales Manager :

    Sales Manager needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him or by his subordinates for selected time period.

    Sales Representative :

    Sales Representative needs to view

    1. Monitor how leads are being converted to the opportunities.
    2. Contributions of lead to opportunity are evenly allocated among the leads.
    3. Channel contribution to closed deals.

     owned by him for selected time period.

    How to deploy:

    1. Un-archive “Lead - Opportunity Conversion Report. Catalog” file which has all the individual report, dashboard prompt and the dashboard.
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)
    3. Lead - Opportunity Conversion Report comprises 3 sub reports :
      1. Detail Lead – Opportunity conversion report showing Allocation%, weighted amount Vs Opportunity revenue.
      2. Graph view of weighted amount across the channels.
      3. Summary report showing weighted amount with Allocation%.

    Implementation notes:

    1. Shows the data for Lead - Opportunity Conversion Report with details in tabular form and also the graphs that give my overview about the conversion, such as the channel contribution to closed deals that are owned by the logged in user or the subordinates reporting into him

      Note : Use Time Dimension filters as necessary

    Image:
  • Harshavardhan Konathala
    Incentive compensation - Participant Transaction & Dispute...Answered25.0
    Topic last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation - Participant Transaction & Dispute History
    Summary:
    Report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.
    Content:

    Business Use Case:

    Participant Transaction & Dispute History

    Subject Areas used – IC Dispute Real Time

    Who can use this report (Roles)? - Incentive Compensation Manager/ Sales Rep/ Analyst

    With the help of new subject area introduced in Incentive compensation area, it is so easy that we can take a count of transactions and count of disputes that a participant is holding

    Compensation manager and comp admin can take a decision based on their counts in the allocation of new compensation plans to them.

    An analyst and participants also can keep a track of their disputes and dispute status.

    No report was developed on these lines, the first report which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.

    Count of Disputes Vs Transactions:

    A horizontally stacked bar chart showing the count of transactions and disputes by the participant.

    You are allowed o chose the particular participant if you are specific.

    A detailed report gives you complete information by year and participant wise.

    Note:

    All the below dashboards, reports are made based on the Oracle standard diction on formatting and layouts

    Users are allowed to download the .catlog file and make their own customizations.

    How to deploy:

    1. Un-archive “Participant Transaction Dispute History. Catalog” files using any of the user accounts which has the Un-archive privilege
    2. Ensure that you un-archive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard)

    Implementation notes:

    1. The data fetched is for each year and displaying the count of transaction and counts of disputes that are happened with the participant.
    2. On the other side a detailed report with all the justification given for the same dispute.

     

    Image:
  • David Hernández Garibay
    Publish a sandbox by legal entity or organization3
    Topic posted May 27, 2019 by David Hernández Garibay, tagged Financials, HCM, Other, Procurement, Project Portfolio Management, Public Sector, Sales, SCM, Security, Tip in Applications Security public
    Title:
    Publish a sandbox by legal entity or organization
    Summary:
    I want to change the theme of the ERP Cloud menu only in a specific legal entity
    Content:

    I want to change the theme of the ERP Cloud menu, this change I'm making in a SandBox, but I want that when publishing this SandBox only the changes for a specific legal entity apply

    Version:
    R13 19B
  • Harshavardhan Konathala
    Incentive compensation: CRM SALES and IC dimensions linking...5.0
    Topic posted May 28, 2019 by Harshavardhan KonathalaBlue Ribbon: 750+ Points, tagged Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Pipeline, Quota, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users in Sales Cloud Report Sharing Center public
    Title:
    Incentive compensation: CRM SALES and IC dimensions linking using common 'Resource Hierarchy'
    Summary:
    The below prototype helps in building common reporting solutions across fusion CRM and IC Pillars, current DWH model doesn't have direct reporting solution across the pillars.
    Content:

    Background & Business Case - 

    • Customers who are using both CRM SALES and IC, as of now they are unable to create the report with common dimensions and metrics from both the pillars.
    • Any customer whose sales representatives involved in SALES activities and to check their compensation details till now customers are importing the same sales representatives data into IC and creating the reports.
    • Any customer if wants to create the report using SALES and IC dimensions there is no proper linking between these pillars and end up creating a cross SA with completely improper data.
    • Hence to resolve this we have an idea on joining CRM sales resource hierarchy and IC participant hierarchy, functionally which is same but technically there is no implementation.
    • CRM resources or sales representatives are the same IC participants who are getting compensation in IC. Hence using this functional derivation we are joining the CRM resource hierarchy and IC participant hierarchy details to get the common report across both the pillars.
    • CRM sales data ends once the order details have been placed, from there IC starts with the order data and ends with payment information.
    • As of now, we don't have any direct reports which have complete sales details along with the Incentive compensation metrics.
    • With this joining, we can get a complete report with SALES dimensions and metrics followed by IC metrics.

    FA Implementation - 

    To implement this requirement we have to make a couple of table joins from FA side which was not implemented as of now.

    Customers which are importing sales data into IC and creating reports from them we have to provide a solution with FA database tables join like below:

     

    FA%20DB%20Joins.png?version=1&modificationDate=1549990664000&api=v2

    • JTF_RS_REP_MANAGERS_CF is used to fetch manager/hierarchy for resources stored in JTF_RS_RESOURCE_PROFILES in Sales. IC participants are stored in CN_SRP_PARTICIPANTS_ALL and the hierarchy is sourced from HCM table  PER_MANAGER_HRCHY_REPORTEES_DN
    • Sales resource hierarchy and participant hierarchy are not stored in a common table. There is no process to sync this data either. The only link is the hz_parties.party_id (TCA) present in both Sales and IC tables.
    • Ideally, a customer implementing both IC and Sales will import sales resources in IC as participants. So, yes, jtf_rs_resource_profiles.party_id can be looked up for matching party_id records in cn_srp_participants_all

    Data Mockups - 

    Need to consider the participant's data directly from the database, so that we can cross-compare the same when implemented in OTBI.

    SALES DATA with PARTYID as main columns followed by all the main dimensions columns BASE ID values, FOR IC data, we have participant ID for the equivalent PARTYID columns followed by all the base dimensions columns BASE ID values. Please refer to attached Mockups  

    Points to note - We have to make the join between PARTID from sales and PARTYID from IC.

    Mandatory Join, We have to join ORDER_ID from sales and TRANSACTION_ID from IC. Because functionally OREDR_ID = TRANSACTION_ID. I.E. SALES REPS who are making orders, only those are considered as TRANSACTIONS in IC. Hence we have to consider this joins for PROPER reporting data.

     

    SALES%20AND%20IC%20REPORT.PNG?version=1&modificationDate=1549991819000&api=v2

    REPORT WITH BOTH SALES AND IC ATTRIBUTES - 

     

    COMMON%20REPORT.PNG?version=1&modificationDate=1549991989000&api=v2

     

    Final Dashboard - Entire Prototype built on Oracle Data visualization Desktop Tool.

     

    Final%20Report.jpg?version=1&modificationDate=1556281441000&api=v2

     

    Note - 

    1) Credit AMOUNT calculated based on the SPLIT PCT for each transaction handled by the participant.

    2) SPLIT PCT was given if two participants involved in one single transaction.

    3) Earning AMOUNT will be 5% of the credit amount.

    4) Transactions with status "CREDITED" are only considered for credit amount calculations

    5) Similarly credits with status "Credited" are only considered for earning calculations.

     

    Please find the complete observations and current standings –

    • The entire idea of building this prototype is to provide a reporting solution which has both SALES and IC metrics.

    • The current model doesn’t support continuous reporting from sales to IC, hence to achieve this we want to integrate common dimensions shared across both the pillars i.e. joining both the pillars data using employee resource hierarchy from sales and participant hierarchy from IC. Similar to the partner dimension project.

    • By considering the above assumption we have started building the prototype by using SALES mockup (The one used for all the SALES POCS) and IC mockup(One we built completely new).

    • Sales mockup flow “Campaign-Lead-Opty-Order”, IC mockup flow “Transaction-Credit_earning-Payment”.

    • Joins established to build the prototype are SALES.PartyID = IC.PartyID and SALES.OrderID = IC.TransactionID.

     Pointes to Note:

    • Entire data model and dashboard was completed by considering above joins.

    • Current joining flow is “IC → Resource Hierarchy → SALES”, from the current FA model we were able to identify the joins to link IC facts to resource hierarchy dimensions(PFA FA tables screenshot).

    • Whereas we are encountering trouble finding the joins to resource hierarchy → sales facts. Because in the current model Order details are coming from ORDER management and SALES data ending with Opportunity data.

    • using Order_num from transactions table we can join IC data with Order management data but later from order management to SALES Oppty, we don't have proper joins to establish. 

    • There are no proper joins to get SALES Oppty data and SALES facts to build the solution at RPD level.

    Version:
    Oracle DV Version 12.2.5.0.0-20180829155113
    Image:
    Document:
    Document:
  • Prakash Velamuri
    Issues with Kanban report55.0
    Topic posted May 6, 2019 by Prakash VelamuriRed Ribbon: 250+ Points, tagged BI Publisher, Opportunity, Reporting and Analytics, Sales, Sales Representative, Shared Reports in Sales > Reporting and Analytics for Sales public
    Title:
    Issues with Kanban report
    Summary:
    For some of the Sales users the Kanban report is not displayed corrcetly
    Content:

    Hi,

    We have implemented the Sales rep Kanban report to show the Sales stages for various opportuntines. For some of the users its displayed fine where as for some of the users the top section is missing.

    Do we need any setup for this Kanban report to display correctly

    Thanks,

    Prakash

    Image:
  • Tiina Pajulampi
    Executive dashboard using Sales Page or OBIEE interactive...15.0
    Topic posted February 27, 2019 by Tiina PajulampiGreen Ribbon: 100+ Points, tagged Dashboard, Sales, Sales Executive in Sales > Reporting and Analytics for Sales public
    Title:
    Executive dashboard using Sales Page or OBIEE interactive dashboard?
    Summary:
    What would be the benefit of using the BI dashboard instead of sales page?
    Content:

    Hi,
    We want to create an executive dashboard, and can either do it in the OEC application dashboards/sales pages, or in OBIEE as interactive dashboards. I haven't found any information as to when to use one vs. the other. What would be the benefit of using the BI dashboard?

    Thank you,
    Tiina

    Version:
    OEC R18C OBIEE 11.1.1.9.0