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"Account Name" Custom DCL Field On Opportunity - Relationship Issue (Doc ID 2206862.1)

Last updated on NOVEMBER 24, 2019

Applies to:

Oracle Fusion Sales - Version 11.1.11.1.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.11.1.0 version, Opportunities

Customer has a scenario where in opportunity & lead while creating records it is needed to select "Active" only accounts.
For this they have created a custom DCL based on Account in Opportunity. The steps done are:

1. Created a new custom Account DCL on Opportunity
2. Created a new opportunity and select an account on the custom DCL
3. Verified if the opportunity can be seen under Account -> Open Opportunities and it cannot be seen.

How to make the opportunity be linked to the account selected in the custom DCL Account field and be displayed under Opportunities on Accounts object?
 

Solution

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In this Document
Goal
Solution
References


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