How To Set Up Sales Coach Functionality For Oracle Sales (ASN) (Doc ID 292766.1)

Last updated on JULY 28, 2016

Applies to:

Oracle Sales - Version 11.5.10.0 to 11.5.10.2 [Release 11.5.10]
Information in this document applies to any platform.
***Checked for relevance on 28-Jul-2014***


Goal

Setting Up Sales Coach Functionality for Oracle Sales (ASN)

This is documented in detail in the Oracle Quoting Implementation Manual - 4.28 Setting up Sales Supplement Templates

Below are the simple steps required to set up the Sales Coach Functionality for Oracle Sales.

It is recommended that customers draft their Sales Coach requirements on paper first.

One thing to consider when creating the Sales Coach (also know as Sales Supplement within Oracle Quoting), is that the steps are done in reverse.

For example: The Answers (know as Responses) are created prior to creating the Questions (known as Components). The Components are then mapped to a Section. For each Section that you create you can have as many Components as required. For each Template that you create you can have as many Sections as required.

Each Response only needs to be created once and can then be used multiple times for different Components

The profile option ASN: Worksheet Reports Directory is mandatory.

However, If you are on 11.5.10 ATG RUP 4, follow the following note as well:

<Note 457421.1>: After ATG RUP 4 View Worksheet ends in Error "..URL not found..."

Solution

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