How to make changes to Quotes & Orders (CPQ) subtab in the Accounts page in SUI?
(Doc ID 2279158.1)
Last updated on APRIL 28, 2023
Applies to:
Oracle Fusion CX Sales Cloud Service - Version 11.13.22.01.0 and laterInformation in this document applies to any platform.
Goal
On : 11.1.11.1.0 version, Accounts, Contacts, Households
Quotes@Orders - Account Page
Customer requirement:
---------------------------
Customer wants to make some changes in the Quotes & Orders (CPQ) page in the Accounts object in OSC.
1- Remove some fields (columns) from the grid and add others. These other fields are available in the transaction detail in CPQ.
2- The "Show" field has two values: "Open Transactions" and "All Transactions". By default there is "Open Transactions":
a. They want to change the default for "All transactions"
b. They want to add other drop-down options. For example: "Transactions with open status", "Transactions with pending status", etc., etc.
Customer question:
-----------------------
How to make changes to Quotes & Orders (CPQ) subtab in the Accounts page in SUI?
Solution
To view full details, sign in with your My Oracle Support account. |
|
Don't have a My Oracle Support account? Click to get started! |
In this Document
Goal |
Solution |
References |