Wrong Account Type When Requesting To Merge Accounts
Last updated on FEBRUARY 01, 2018
Applies to:Oracle Fusion Sales Cloud Service - Version 22.214.171.124.0 and later
Information in this document applies to any platform.
In SUI, when the user selects 2 accounts to merge, the submit merge request page is shown.
Here the problem is that for all the account types (both for prospects, customers or competitor) the value "Customer" is shown in the column type.
Customer is not using the OOTB SalesProfileType field to distinguish between customer, prospects and competitors.
The value of this field is always set to ZCA_CUSTOMER. But they are using a custom field called Type_c that uses the same OOTB lookup type (ZCA_ACCOUNT_TYPE) to distinguish the accounts.
This was a workaround because in the past there were hard coded features for prospects, hence it was the only way to fulfill our requirements.
Customer needs to know if it is possible to display the value of Type_c in the submit merge confirmation page, if this can be customized.
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