"Add: Households" Picker Should Limit The Search To Households Only (Doc ID 2069213.1)

Last updated on JULY 04, 2017

Applies to:

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

Symptoms

"Add: Households" picker should limit the search to households only. Create function should be limited to Households only

While adding a customer to the list of Manually Included Customers in a territory coverage a user has an option to add:
- Account
- Contact
- Household

For Accounts and Contacts the dedicated pickers are used.

For the Household the generic "Add: Relationship" picker is used with overridden heading (so it reads Add: Households).

The issue is that although the picker states "Add: Households" a user can search for, and ultimately add other record types to a territory coverage.

Also, a user can potentially initiate a creation process not only for a household, but also for an account and contact.

Requirement:

"Add: Households" picker should limit the search to households only. Also, if Create function cannot be hidden (as this flow is not needed for TM coverage definition), the Create function should be limited to Households only.

Cause

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