How To Add Field To Customer Popup Form Which Is Displayed During Customer Creation

(Doc ID 1385659.1)

Last updated on OCTOBER 03, 2016

Applies to:

Oracle Fusion Opportunity Management - Version 11.1.1.5.1 and later
Oracle Fusion Opportunity Management Cloud Service - Version 11.1.4.0.0 and later
Information in this document applies to any platform.

Goal




Situation is :

log with a Customer Administrator user

> Navigator > Opportunities > Create > Enter name field > do not enter sales account
> Save and Edit
> go to sales account field > user search icon > enter the search customer (Sales Acoount) field > Use Create customer action
> The popup windows appears
> Question is about the way to remove or add fields in such screen
> when this screen is present on screen : the customization menus are not available


Other situation may be also :


> Navigator > Customers > Create Customer Left Link
> Enter values for displayed fields


> Navigator > Customers > Quick Create Button
> Enter values for displayed fields


Customer phrases question as below :

How to add or remove some fields in this popup windows to enter a more complete information at Customer creation ?


We understand how to add and hide fields in the Opportunity section, but we need to edit the actual Create Customer form.
We need to add custom fields and remove oob fields on Create Customer popup form during Opportunity creation.

When creating an opportunity it is sometimes necessary to add a new customer while creating the opportunity.
FusionCRM prompts the user to search for existing customers first (which is good).
If the customer cannot be found, there is an option to create a new customer.
This pops up a Create Customer form.

How to add or remove some fields in this popup windows to enter a more complete information at Customer creation in scope of this screen ?




How can we add fields and remove existing fields from the Create Customer pop up form that users see when creating a new customer from an opportunity?

An in a more global way from any create customer UI



Initial UI Look





Solution

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