How To Remove "Filter By Territory" Setting For Browsing Catalog

(Doc ID 1486621.1)

Last updated on OCTOBER 03, 2016

Applies to:

Oracle Fusion Opportunity Management - Version 11.1.3.0.0 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

 

I’d like the default setting for browsing the catalog to add items to an Opportunity, to NOT be “Filter by Territory”.

It is currently “Filter by Territory” and Users get upset when there are not catalog items displaying.


Example of steps is :

 a) Invoke the ATK home page (we always navigate via atk home page)
 b) Login as sales_Admin/Welcome (we always use this user)
 c) Click on opportunities link in the menu navigator
 d) In the dashboard, we woudl find the table that shows existing
 opportunities list. Click on create icon on its tool bar
 e) Specify some unique opty name and click on "Save and edit" button.
 f) Click on "Browse Sales catalog" button under revenues in Edit opty page
 g) Now by default Vision catalog hierarchy would have  been displayed in
 content area, expanded vision catalog hierarchy (immediate categories) would
 be shown in the browse tree and search drop down would have "All catalogs"
 and "Vision Catalog" as option.
 h) NEED to Click no settings drop down (top right) and uncheck filter by territory option.

 

 

 

 

 

Solution

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