CRM Account Transactions Only At ERP Party Level

(Doc ID 2377985.1)

Last updated on APRIL 18, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.13.17.09.0 and later
Information in this document applies to any platform.

Goal

On : 11.13.17.09.0 version, Accounts, Contacts, Households

How to transact with a Sales Account at the site level (the address, physical location) for a site that exists in ERP, rather than with the account.
Transactions like sales calls, leads, opportunities etc. There are 3,000 account where there are 12,000 sites, in AR this is not feasible.
 

Solution

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