ASN: Not Able To Add Supplier Contact Resource To Sales Team Of Lead And Opportunity
Last updated on SEPTEMBER 19, 2017
Applies to:Oracle Sales - Version 12.2.4 and later
Information in this document applies to any platform.
In 12.2.4 not able to assign supplier contact resources to sales team for leads and opportunity.
Steps to Reproduce
1. Create supplier contact:
Navigate > Purchasing, Vision Operations > Supply Base > Suppliers > in Simple Search query Supplier Name=XXX > click Go > select Contact Directory > click Create button enter First Name, Last Name > add Address, click Add Another row icon add Address > click Apply
2. Import into CRM resource the Supplier Contact.
CRM Administrator responsibility > Resource Manager > Maintain Resources > Import Resource > select Resource Category 'Supplier Contact' > query Supplier 'XXX' , query Address 'XXX' , query Name 'XXX' > click Search > click Start Import
3. Create a Group and assign the supplier 'resource'
CRM Administrator responsibility > Resource Manager > Maintain Resources > Groups > create Group enter group name , add supplier resource , on Used In tab add 'Sales and Telesales' > save
4. verify supplier contact resources to sales team for leads and opportunity
Navigate > Sales User > Sales Dashboard > click opportunities link > find existing opportunity > go to Sales Team tab click add Person not able to add or find the above supplier contact resource
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