Can We Use Of Custom Sales Method With Common Reference Set ? (Doc ID 1635492.1)

Last updated on OCTOBER 03, 2016

Applies to:

Oracle Fusion Opportunity Management - Version 11.1.7.0.0 and later
Oracle Fusion Opportunity Management Cloud Service - Version 11.1.7.0.0 and later
Information in this document applies to any platform.

Goal

Customer is testing a custom Sales method creation by doing as below
but cannot use any sales method which does not have COMMON as a
Reference data SET

Is it possible ?

see test case :
CHA internal instance or Customer one

1.
Navigator > Setup and Maintenance > Edit task : Manage Reference Data Sets
> Create a new data set BFTEST
> Save and close



2.
Navigator > Setup and Maintenance > Edit task : Manage Sales Methods
> Create a new Sales method BFTEST with some new sales stage
(used as a partial template Standard Sales method)

3.
Setup Default Methodology
Navigator > Setup and Maintenance > Edit task : Manage Opportunity
Profile Options
> MOO_DEFAULT_SALES_METHOD cannot set it to BFTEST as i don't find
this value

4.
Navigator > Setup and Maintenance > Implementation project
Setup Default Methodology
Navigator > Setup and Maintenance > Edit task : Manage Set Assignments
for Set Determinant Type
Reference Group Name : Saless Method
Determinant Value : BF_Test
Set Name : BF_Test

4.
Navigator > Opportunity > Create a new Opportunity > Cannot see new data
set in LOV
So cannot see neither new sales method
 

Solution

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