How To Restrict Resources On Account Owner Picker Field (Doc ID 2193422.1)

Last updated on OCTOBER 14, 2016

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

When The owner of the Opportunity when tries to change to a different owner, in the search page he is seeing resources from all Organizations and members from all Territories.

Customer has a requirement to restrict the search based on the team members belong to the same Territory structure of the original owner or at the least by Resource Organization they belong.

Use case:


1) User X in Territory T1

2) User X tries to transfer an Opportunity to another user

3) Right now, user X is seeing all users across all Territories and other Organizations.

4) Requirement is that User X should only see Territory members in his territory hierarchy or the at the least in his Organization but not all users when the Opportunity is being transferred.

Solution

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