Copy Of Opportunity
Last updated on NOVEMBER 03, 2016
Applies to:Oracle Fusion Opportunity Management Cloud Service - Version 126.96.36.199.0 and later
Information in this document applies to any platform.
On : 188.8.131.52.0 version, Functional Setup Manager
In our business, our sales representatives are working usually on opportunities by copying.
For the moment, we meet some show stopper regarding this possibility of copy.
Indeed, the button "Copie" is not available on all opportunities list.
It's available only on the main opportunities list (tab Opportunity) but it's not possible to duplicate an opportunity
- after a search
- or an existing opportunity under a customer.
How could we add this button ?
Second question about this copy of opportunity, how could we define which fields are copied and which are not copied ?
For example, we don't want to copy some dates or the sales stage.
Other example : we have a check box named "new Opportunity" and checked to true by default but after a copy, we want to set this check box to false.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms