Edit Revenue Items - Mass Update Revenue Items With out Going Into Each Opportunity (Doc ID 1962105.1)

Last updated on NOVEMBER 03, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.9.2.0 and later
Oracle Fusion Opportunity Management - Version 11.1.9.2.0 and later
Oracle Fusion Opportunity Management Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.

Goal

Need to be able to update all revenue line fields within the Review Revenue Items area without having to drill into each opportunity to do this.

The time it takes to drill into each Opportunity and find the required revenue line then update it is far too long.
Make all fields editable within the Review Revenue Items screen.
This was standard behaviour in previous Siebel system and so users have actually removed functionality for the Sales team by moving to OracleSalesCloud.
This will save time and effort for the busy sales teams when updating their projects and keep the reporting more accurate.
Salesman goes to check all revenue lines due for delivery, updates probability, delivery date, price, qty etc to keep the data up to date. The reports all work off this data and so can be inaccurate very often if not updated.

Solution

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