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Oracle R12 Customer Relationship Management

Additional Practice Guide for Students

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SECTION 1: e-Business Suit Essentials
1. Logging In to Oracle Applications, Creating Favorites, Navigating Through Responsibilities and Menus, Closing a Form, Logging Out of Oracle Applications
(A) 1. 2. Logging In to Oracle Applications Open the URL given by the Instructor in Internet Explorer or Netscape. Use the following information to log in: Username: XXXXX Password: XXXXX (B) Login

Section I: Creating Favorites 3. Enter a function: Responsibility: Inventory, Vision Operations (USA) Function Prompt: Receipts Favorite: XX_Receipts Section II: Logging In to Forms-Based Interface 4. Navigating through responsibilities and menus:

On the PHP, click the Assets, Vision Operations (USA) responsibility to find the different menus available such as Financial Information, Transaction History, and Accounting Events under this responsibility. Click the Financial Information link under Inquiry to open up a form. Go through the different fields such as Asset Number, Description, Tag, Asset Key, and Book in this form. On the PHP, click the Cash Management, Vision Operations (USA) to find the different menus available under this responsibility. Click the Bank Balances link to open a Web page. Go through the different fields such as Balance Date, Name, Type, and Account Number on this Web page. Close the Web page.

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5.

Closing a form:

On the PHP, click Cash Management, Vision Operations (USA) responsibility. Open the Reconcile Bank Statements form. Use menu to close form. 6. Logging out of Oracle Applications:

Exit R12 Forms Interface. Log out of the PHP.

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Deleting a Record Click (T) Line Items. Enter the customer name A. Using Keyboard Keys Press [F11]. Vision Operations (USA) responsibility. (M) View > Query By Example > Run The sales order record is retrieved. Networks in the Customer field. Using Menu Functions Keep cursor in the Order Number field and press [F6]. [F11] keys together. Login On the PHP. Retrieving and Deleting a Record (A) 1. Show how a record can be retrieved using the keyboard and menu functions. Logging In to Oracle Applications Log in to Oracle Applications: Username: XXXXX Password: XXXXX (B) 2. The sales orders records created for this customer is retrieved. Page 5 of 24    . Note: Also show how a record can be retrieved using the Find Icon. Press [Ctrl]. Click Sales Orders link under Orders. C. Networks in the Customer field. C. (M) View > Query By Example > Enter Enter the Customer name A. Returns. Retrieving a Record 4.2. Use the up-arrow and down-arrow buttons to show how the record changes. 3. click the Order Management Super User.

Page 6 of 24    .Place cursor over line 2. Note: Inform that most of the records cannot be deleted in this way. but have to give an end date for the same not to be used after that end date.1. (M) Edit > Delete (I) Save Close the form. Open the Sales Order and show that the Item AS54888 is not available any more.

4. 9. 6. choose the default and click OK. Use Order Management Super User. 12. 7. 11. Choose the default Operating Unit: Vision Operations. 5. Choose the default All my requests.3. Vision Operations (USA) responsibility. Click Submit. In the parameters window. Select Orders Summary Report from the LOV. Requests > Run Reports. Choose the default Single Request and click OK. Navigate to the submit request form (N) Reports. Running a Single Request Report (A) Logging In to Oracle Applications Username: XXXXX Password: XXXXX (B) Login Run a Single Request Report 1. 8. Click Find. 2. Note the Request ID and click No on the decision screen. Click View Output to find the Orders Summary report. 3. Page 7 of 24    . View the above request using (M) View > Requests. 10.

5. Create a new item by entering the following information. 7. Item = XX_Item Description = XX_Item Copy from Template (M) Tools > Copy From Select Template = Finished Goods 4. Page 8 of 24    . Switch responsibility to Order Management Super User. Responsibility = Inventory. (N) Items > Master Items Organization = M1. Close the Form without saving. 2. (N) Orders. Defining / Creating an Item Tasks Defining / Creating an Item 1. Save the record. Using XX_Item in Order Management 6. 8.4. Returns > Sales Order Enter the following information: Order Type = Mixed Ordered Item = XX_Item 9. Close the Form. Vision Operations (USA) Navigate to the Master Item Window. Vision Operations (USA).Seattle Manufacturing 3.

Responsibility = Payables. Country Code = US (B) Select (B) Apply Note down the Supplier number: ______________ Note down the Registry Number: _____________ Enter Site Name = XX_Suppliers Enter Operating Unit = Vision Operations. (B) Go (B) Save (T) Key Purchasing Setups Click Address Book Link (Top left) drop-down values (B) Create 5. Creating a Supplier in Payables and Accessing from Purchasing 1. 3. Vision Operations (USA) (N) Suppliers > Entry (B) Create Supplier Enter the following information: Supplier Type = Select the default “Standard Supplier” check box Organization Name: XX_Supplier Search for the Country of Origin: United States Select Option Button: Country Name = United States. Enter the following information (for Address): Country: Accept Default (United States) Address Line 1: #20 (Mandatory) Address Line 2: 5th Cross Address Line 3: 5th Street Address Line 4: Fizzy Road City: New York County: New York Page 9 of 24    . 4. 2.5.

Note: Suppliers are now part of the Trading Community Architecture. Vision Operations (USA). Vision Operations (USA) responsibility. FOB. Use the Purchasing. Accept the default Ship To Location and Bill To Location. 7. Country of Origin values. Therefore. (N) Purchase Orders > Purchase Orders Enter the following information: Operating Unit: Select Vision Operations from LOV Type: Accept Default (Standard Purchase Order) Supplier: Find the Supplier “XX_Supplier” Close the form without saving. 9. Switch responsibility to Purchasing.State: NY Postal Code: 10020 Address Name: XX_Supplier_Site (Mandatory) Language = American English (B) Continue Address Purpose: Select the Purchasing and Payment check boxes (B) Continue Select the check box besides XX_Supplier and Vision Operations (B) Apply 6. It is defined in one application and accessed in another. 10. 8. it is seen that the “Suppliers” entity is shared across applications. Click “Quick Update” Link. To show how an entity defined in the Forms-Based Interface can be seen in a Self Service Application: 13. Navigate to the Requisitions Window using (N) Requisitions > Requisitions Page 10 of 24    . (B) Save Close the window. Enter a Purchase Order as follows: 11. 12.

Operating Unit: Select Vision Operations from LOV Type = Select Purchase Requisition from LOV Description = Test for SSA (T) Lines Item = Select AS54999 from the LOV Quantity = 10 Need-By = Take Current Date +1 Day Below the Line level. Page 11 of 24    . Save Write down the Requisition Number = _______________ Close the Requisitions Form. select Supplier = XX_Supplier (created above) Select Site = XX_Supplier_Address Select the default values.

(N) Orders. Vision Operations (USA). Returns > Sales Orders Customer = XX_Customer Close Form without saving.6. Vision Operations (USA) (N) Customers > Customers Create a new customer. Creating a Customer in Receivables and Accessing from Order Management and Inventory Creating a Customer Responsibility = Receivables. Note down the Registry Number: _____________ Close the window. Switch responsibility to Order Management Super User. Page 12 of 24    . Enter the following information: Customer Type = Organization Organization Name = XX_Customer Country = United States Address Line 1 = #250 Address Line 2 = Street # 2 Address Line 3 = Go Meery Road City = New York County = New York State = NY Postal Code = 10250 Address Description = XX_Customer_Site Operating Unit = Vision Operations Bill To = Primary Apply the changes.

Page 13 of 24    . (N) Items > Customer Items > Customer Items Organization = M1 – Seattle Manufacturing Customer Name = XX_Customer Close Form without saving. Vision Operations (USA).Switch responsibility to Inventory.

Responsibility = Human Resources. 4. Team = Financials National Bargaining Unit = ALPA Select following: Job = MGR500.Materials Manager 8. 2. a. Creating an Assignment 6. Vision Enterprises Navigate to the Define Person Window. (N) People > Enter and Maintain 3.7. 7. Record your employee number __________________. 9. Navigate to the Assignment Window by clicking (B) Assignment. Enter the following information: Organization = Vision Operations In the Group field. Accept the default values.Manager Position = MM400. Enter the following information: Last = Samuels First = XX_James Gender = Select M or F as appropriate Action = Create Employment Person Type = Employee Enter Social Security Number and Date of Birth. Creating a New Employee and Creating a Resource Defining an Employee 1. c. 5. Save your record. d. (T) Supervisor Page 14 of 24    . enter as follows: b.

Select / Enter the following: Resource Category = Employee Number = Employee number of Samuels. Page 15 of 24    . . Vision Enterprises Navigate to the Select Resources to Import Window.Select Role = Credit Manager (From LOV) 18. Casey 10. Ms. Creating a Resource 13. Responsibility = CRM Resource Manager. (N) Maintain Resources > Import Resources 15. Save the created Resource. Save your record. Close all the windows and return to the Navigator page. Search for the Employee. Record your resource number _______________. Find the Resource details. 20. XX James created above 16. 21. 14. 17. 11. Close all the windows and return to the Navigator page. 19. Accept the default location value. 12.Name = Brown. Import the details of Employee to create a Resource.

Specify User details. Logging in As a New User 9. Vision Operations (USA) System Administrator Inventory. Login = XXEBSTUDENT Password = XXXXXX Page 16 of 24    .8. 7. Vision Operations (USA) Payables. 2. Save (M) File > Exit Oracle Applications Log out from the Personal Home page. 8. Username = XXEBSTUDENT (where XX is your terminal ID or initials) Password = XXXXX (Click [Tab]. Vision Operations (USA) Human Resources. 5. re-enter password to verify) Person = the employee you created in earlier practice. (N) Security > User > Define 3. Creating a New User Creating a New User 1. Log in as a new User. Responsibility = System Administrator Navigate to the Define Users Window. Vision Enterprises CRM Resource Manager. Vision Enterprises 6. 4. (T) Direct Responsibilities Add the following responsibilities to your new Username: Responsibility Purchasing.

Save. Vision Operations (USA) Navigate to the Items window. Discussing Key and Descriptive Flex fields Entering a System Item 1. (N) Items > Master Items. Responsibility: Inventory. (T) Purchasing Purchasable Checked Purchased Checked Note: Point out that the Expense Account is a key flexfield owned by General Ledger. Place the cursor over the Asset Category field. Entering an Item.Seattle Manufacturing from the LOV. if you choose Computer in the first segment. Major Category COMPUTER 7. Enter an item: Description High Speed Server Note: Point out that the Item field is a key flexfield that happens to be defined as one segment and no validation! 5. 2. Item XXComputer Server 4. For example. Page 17 of 24    . 6. 3. This is a two-segment flexfield. you would not want to see Land when you selected a value in the second segment. where the second segment is dependent on the first. select M1 . Activate list of values in the Minor Category field: Minor Category Server Note: Point out that Assets own the Asset Category Flexfield.Current Password = XXXXX New Password = XXXXXXX Re-enter New Password = XXXXXX 9.

8. 9. 10.

(B) OK Save. (M) Tools > Categories (You may have to press [Ctrl] + [F11] if default categories are not displayed.)

Category Set Purchasing 11. 12. Place cursor in the Category field (MISC.MISC defaults, but you will override this). Activate the list of values.

Note: Point out that this is the PO Item Category key flexfield. 13. (B) Combinations

Item Category % 14. (B) OK Commodity 53 (B) OK

Item Category 204 15.

Note: Point out that the Category field now reflects 204.53 based on the selection made. 16. 17. 18. Save. Close the Category Assignment window. Place cursor in the descriptive flexfield to the right of the description field.

Note: Point out that when the cursor enters a flexfield field, profile options determine whether or not it automatically opens. Point out that there are several fields in this descriptive flexfield, they are of different sizes and some have a list of values/validation. 19. Close windows till you are back at the Navigator.

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10. Creating Value Sets
Creating a Value Set 1. 2. Responsibility: XXXXXXXXX Navigate to the Value Sets window:

(N) Application > Validation > Set 3. Create the independent value set:

Field Name Value Set Name Description List Type Security Type Format Max. Size Uppercase Only (A–Z) Right Justify and Zerofill Numbers (001) Validation Type

Value XXPO Class Major class List of Values Non-Hierarchical Security Char 10 Check box to be selected Check box to be deselected Independent

4. 5.

Save your work. Create the dependent value set:

Field Name Value Set Name Description List Type

Value XXPO Subclass Sub class List of Values

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Security Type Format Maximum Size Uppercase Only (A–Z) Right Justify and Zerofill Numbers (001) Validation Type

Non-Hierarchical Security Char 10 Selected Deselected Dependent

6.

(B) Edit information and enter the following information:

Independent Value Set Name: XXPO Class Value: NONE Description: None 7. Save

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Responsibility: System Administrator Navigate to the Key Flexfield Segments window: (N) Application > Flexfield > Key > Segments 3. Creating a Structure for a Key Flexfield and Adding Value Sets Querying the Item Categories Structure 1. 2.11. No 1 2 6. Field Description Create the structure based on the segment information in the following table: Name PO Class PO Subclass Window Prompt Class Sub Column (LOV) SEGMENT1 SEGMENT2 Value Set (LOV) XXPO Class XXPO Subclass Specify segment information for the PO Class segment: Value PO Class Checked Checked Specify segment information for the PO Subclass segment: Value PO Subclass Page 21 of 24    . Query the structure and enter following information: Application: Inventory Flexfield Title: Item Categories Creating a New Structure 4. Field Description Required Security Enabled 7. Create a new structure: Code: XXPO_ITEM_CAT Title: XXPO_ITEM_CAT Description: PO Item Category Assigning Segments 5.

Freeze and compile the flexfield. 13. Adding Values 9.Required Security Enabled Checked Checked 8. Value CCOMP CSYS Search for any existing values using your value sets. 101-Key Mouse. Optical Monitor. Flat Panel Entering Values Dependent on the CSYS Value 14. Value DESKTOP PC SERVER 15. Enter values dependent on the CCOMP value according to the following table and Save: Value KEYBOARD MOUSE MONITOR Description Keyboard. Query the PO Subclass segment of the XXPO_ITEM_CAT structure. Page 22 of 24    . Enter values according to the following table and Save: Description Computer Component Computer System Entering Values Dependent on the CCOMP Value 12. Navigate to the Values window: (N) Application > Validation > Values 10. 11. Enter values dependent on the CSYS value according to the following table and Save: Description Desktop PC Server Close windows until you are back at the Navigator.

Vision Operations (USA) Navigate to the Category Codes window: (N) Setup > Item > Categories > Category Codes 3. Keyboard System. Structure Name XXPO_ITEM_CAT XXPO_ITEM_CAT Category CCOMP. Set up new category codes combinations according to the following table. Testing the Flexfield Defining Valid Category Combinations 1. Page 23 of 24    . 2. 6.PC Description Component. Set up category codes: Name: XXPurchasing Description: Purchasing Category Set Flex Structure: XXPO_ITEM_CAT Controlled At: Master Level Default Category: CSYS.PC Click Save. Name your structure XXPO_ITEM_CAT. PC Setting Up Category Codes 4.Seattle) 5. Responsibility: Inventory.KEYBOARD CSYS. Test the independent/dependent relationship by placing the cursor in the Default Category field. Navigate to the Category Sets window: (N) Setup > Item > Categories > Category Sets (M1 . Close windows until you are back at the Navigator. 7.12.

Trading Partner = XX_Supplier Tab out of the supplier field. Switch responsibility to Payables. 7. Enter an invoice with the following details: Trading Partner = XX_Supplier Site = Choose the default option. 3. 2. Note that this is an Invalid Supplier for this operating unit. Close all the windows and return to the Navigator page. (N) Invoices > Entry > Invoices 8. Click the Invoices link under “Invoices: Entry” to open the Invoices Window. Note: You might have to add this responsibility to your User. 9. Enter an Invoice against the XX_Supplier which you have already created. 11. Understanding How Multi Org Secures Application Data Creating a Supplier 1. 10. Vision Operations (USA). Navigate to the Invoices Window. Close all the windows and return to the Navigator page. XXSupplier_Site Invoice Date = System / Current Date Tab to Invoice Num field Invoice Num = 1000 Invoice Amount = 10000 Close Form without saving. Switch Responsibility to Payables. 4. 5.13. Page 24 of 24    . Attempting to Enter an Invoice 6. Vision Services (USA).

R12 Oracle Marketing Fundamentals Activity Guide .

Log in to Oracle Marketing and navigate to the Campaign Dashboard. . click (B) Create Program Enter the following data: Field Name Name Parent Code XX_Marketing_Pro Business Unit Purpose Product Coordinator Default Start Period End Period Start Date End Date Currency Default Global Unchecked. g Vision Stores Retail Division Current Month. Creating a Program Responsibility = Marketing Administrator 1. Click (H) Programs in the Shortcuts bin. 5. Country Default Confidential Checked. a year from now. 3. Launch Value XX 07 Marketing Programs Do not select a Parent Program. Objective Product Promotion. 4. In the Programs page. 2. Click (B) Create.1. Example: Jun-07 Same month a year from now Current Date Same date.

budget line. XX LaserLaunch 07 XX_LL07 Value XX 07 Marketing Programs Current date A year from today Enter an objective for your campaign. Note: Approvals go through the AMS Marketing Workflow process. and budget approvals. Click (B) Apply. If you have Approver privileges. This is optional. Submitting for Approval and Activating the Campaign 9. Enter the following data: Field Name Create Method Type Cam Template Select Name Source Code Program Start Date End Date Coordinator Default Objective New paign Campaigns. the View Approval page displays No Approval Required. Navigate to the Campaign Details page and click (B) View Approval to view the approval status of the campaign. Creating a Campaign and Associating it to a Program Responsibility = Marketing Administrator 1. . Log into Oracle Marketing and navigate to the Campaign Dashboard. Click (H) Campaigns. Click (B) Create Campaign.2. click (B) Activate. 2. 3. The campaign status changes to Active after it goes through theme. 5. 4. 10. On the Campaign Details page.

4. Click (H) Create Monitor in the Quick Actions bin. or (H) Year. Click (B) Add Activity to add an activity to monitor. Enter values accordingly. The default value is Weeks. campaign created by your classmate. 8. In the Monitoring Frequency region. (H) Week. In the Monitoring Conditions region fill in the following details: Field Name Compare Metric Total Value Actual Comparison Another Initiative Metric Total Value Actual Is less than (<) Cost Value Performance Between Two Initiatives Choose another initiative. 7. 3. Select a notification option if you wish to notify a manager about the monitor.Setting up Monitors Responsibility = Marketing Administrator 1. . (H) Month. By default. 2. (H) Day. Click (B) Save. 5. the time zone is America/Los_Angeles Enter dates to assign a time frame to the monitor.3. Log into Oracle Marketing and navigate to the Campaign Dashboard. The Follow On Actions region is optional. Enter the following data: Field Name Monitored Initiative Initiative Name Monitor Name Timezone Monitor From – To Objective Campaign XX LaserLaunch 07 Value XX Campaign Monitor Select a time zone. Cost 6. For example. This field is optional. click (H) Hour.

Select Interaction Follow Up . (N) Marketing Online: Administration > Marketing > Initiatives Templates > Activity Templates Click (B) Create. In the Associated Activity Purposes region select General Purpose as the Activity Purpose.1 Creating an Activity Template Responsibility = Oracle Marketing Super User 1. 3. 4.3. Click (B) Submit. 5. Enter the following data: Field Name Associated With Channel Category Channel Direct Description Description XX Campaign Activity Displays Activity by default. • 2. 6. Log into Oracle Marketing and navigate to Marketing Online: Administration. . Direct Marketing Mail Type out a brief description of the template.B2B as the Default List Template using the Lookup icon.

Enter the following information: Field Name Setup Type Name Program Type Sem Start Date End Date Owner Currency US Country United Event Value XX Laser Printer Show XX Laser Launch Program 07 inar Today’s date One month from today Retain the default Dollar States 4. • 6. Log into Oracle Marketing and navigate to the Events page. Navigate to the Event Schedule creation page. • 3. Creating an Event Schedule 5. (N) Marketing Online: Event > Events > (B) Create. Enter the following information: Field Name Template Event Name Source Code Business Unit Type Training Schedule Value XX Laser Printer Show San Francisco XX_Laser_Printer_Show_SF Vision Stores Retail Division . (H) Event > Event Schedules > (B) Create. Click (B) Create. Planning and Setting up Events Creating an Event Responsibility = Oracle Marketing Super User 1.4.

agenda Today’s date 2 days from today 10 20 10% Value 10. 7. Click (B) Create. Verify if the Event Schedule Status is Active. 12. Click (B) Request Approval. 8. 13. (H) Registrations. 11.Field Name Delivery Method Start Date End Date Venue Hy Duration 2 Owner Currency US Country United Registration Required Seminar Event Start Date Event End Date att Regency days Value Retain the default value Dollar States Checked. . Select 9. Click (B) Update. Enter the following information: Field Name Enrollment Starts Enrollment Ends Minimum Size Maximum Size Overbook by Waitlist 10% Inventory – Action Type Inventory Number Select One Seminar . Return to the Event Schedule Details Page. Click (B) Confirm.

18. 17. Click (B) Submit. 16. Click (H) Register. or Waitlisted) and click (B) Search. 15. 19. Click (B) Register for this Event to register more people. Search for names of people to register and select the check boxes against their names. Cancelled. 21. Search for your Event Schedule. Observe event registration confirmation. • (N) Event > Registrations. Registered. View the Roster to view registration details. 20.Registering Participants for an Event 14. • (N) Registrations > View Roster. Select a View (All. . Navigate to the Event Registration page.

6. Enter the following data: Field Name Template Telemarketing Name Source Code Purpose General Campaign Launch On End On Objective Value XX Laser Printer Call Blitz XXLPCB Purpose XX LaserLaunch 07 A week from today A month from the Launch On date Enter a suitable objective for the activity 4. Creating a Telemarketing Activity Creating a TeleMarketing Campaign Activity Responsibility = Marketing Administrator 1. Click (H) Create Activity in the Quick Actions bin. Select the product. Click (B) Apply. In the Selections region select Advanced as the Selection Method. 7. 2. Log in to Oracle marketing and navigate to the Campaign Dashboard.5. 11. Click (B) Apply. Specifying a Target Group 9. . 10. Click (B) Add Product. 3. Navigate to the Offering mid tab. Navigate to the Target Group mid tab. 8. Selecting the Selling Product 5. Select the Organization Contacts as Audience. Lightning Laserjet XL Printer. 12. Select List in the Add field and click (B) Go.

Expand the Metrics hierarchy as follows: • Metrics > Total Responses 34. 20. Expand the Costs hierarchy as follows: • Costs > Total Cost > Total Direct Cost 29. 16. 28. Navigate to the Tracking mid tab.13. 33. Associating Metrics 27. 21. • You can select the cover letter “Cover Letter for Laserjet Cross Sell to Sentinel Deluxe Desktop customers”. Click (B) Save. Click (B) Save. Click (B) Apply: Associating Collaboration Content 18. 15. From the Options region select Full Refresh. Navigate to the Collaboration mid tab. Define the Forecast value for Contact Group as 200. • Observe that the forecast value for the Cost per Response metric is automatically updated. . Expand the Metrics hierarchy as follows: • Metrics > Total Target Group > Total Contact Group 32. 31. Define the Forecast value for Responses as 30 35. Search and associate a content item. 19. Click (B) Generate Target Group. Define the Forecast value for Direct Cost as 10000 30. Click (B) Save. Select Metrics Hierarchy and click (B) Go. Click (B) Add Content. 17.

the activity details page will display an Activate button.Submitting for Approval 36. In that case. Note: If you have Approver privileges. Click (B) Submit. Activating the Telemarketing Activity 38. Click (B) Preview Approval to see the approval status. Click (B) Activate. . the Preview Approval page displays No Approval Required. 37.

6. Enter the following data: Field Name Template E Name Campaign Purpose Customer Launch On End On mail Value XX Laser Printer Satisfaction Survey XX LaserLaunch 07 Retention Current date 3 months from the Launch On date 4. Click (B) Select. 2. From the Product LOV. Select the New Target Group Members option.1 Creating a Repeating E-mail Activity Entering Basic Details for an E-mail Campaign Activity and Set the Repeating Options Responsibility = Marketing Administrator 1.8. 9. . Note: For each iteration of the campaign activity execution. 12. 11. 5. select Lightning Laser Printer (MKT007007). Click (B) Apply In the Activity Details page click (I) Repeats. 3. Click (B) Save. Click (H) Month. Associating the Selling Product 10. only new members of the target group will be targeted. Navigate to the Offering mid tab and click (B) Add Product. 8. Enter 1 in the Repeating Every field. Log in to Oracle Marketing and navigate to the Campaign Dashboard. 7. Click (B) Create Activity in the Shortcuts bin.

Select Generate Using Advanced Option. Click (B) Generate Target Group. 20. Note: The Workflow Agent Listener concurrent request must be running for the list to generate. 19. 18. Verify whether the Reply-to is marketing@localhost. View the merge fields used in the salutation. 25. Enter the subject as “Thank You for Your Laser Printer Purchase!” 28. 27.Specifying Target Group Selections 13.com. Navigate to the Collateral mid tab and click (B) Search. 15. Select the Audience as Organization Contacts.oracleleads. the list status changes to Available and the following statistics are displayed for the target list: • • • • Total Records Suppressed Duplicates Removed Last Generated Date 21. Select the Recall segment. In the Selections region. 26. Click (B) Refresh List Status to update the list generation status. Associating the E-Mail Cover Letter and the Survey Script 22.com. select Segment in the Add field and click (B) Go. select the merge field from the dropdown box and click (B) Add. Verify whether the Sender is marketing@localhost. 17. Select Satisfaction Survey Email Cover Letter from the LOV and click (B) Select. 14. • To insert merge fields. 24. Click (B) Save. Navigate to the Target Group mid tab. 16.oracleleads. . Select 11510_Content Type in the Content Types drop-down list and click (B) Go. Click (B) Preview Entries to view the details of the members of the target group. When the target list is generated. 23.

Select the text “Click here” and click the CTD icon in the toolbar. To preview the content of the cover letter. From the Navigator page. In the Click-Through Details page. In that case. • You are associating the survey script to the campaign activity here. Click (B) Activate. Click (B) Submit For Approval. select the Marketing Administrator responsibility. Click (B) Apply. enter your mail id in the Send Test field and click (B) Send Test. Click (B) Save. the activity details page will display an Activate button. Verifying Fulfillment 39. Navigate to (N) Marketing Online: Administration > Marketing > Fulfillment > History and review the fulfillment request for the test mail you have sent. Note: If you have Approver privileges. 32. 30. • You can also click (B) Preview in the collateral mid tab. 40. 37. 33. Search and select the survey deployment Vision Customer Satisfaction Survey. Click (B) Preview Approval to see the approval status. Activating the Email Activity 38. the Preview Approval page displays No Approval Required. . 35. Click on the pencil icon to edit the body of the cover letter. 34. select the Go to Web Script action. 31.29. Submitting for Approval 36.

enter the following data: Field Name Name Status Active Selection Method Auto Publish Application Site Vision Section Printers Page Item Location Middle1 Content Type Stylesheet Default Content Default Stylesheet Web Advertisement Details Random Checked Value XX Printer Placement iStore. Partner Portal Computers Universal Web Advertisement Stylesheet Select some suitable content Universal Web Advertisement Stylesheet 4. In the Create Web Placement page.8. Log into Oracle Marketing and navigate to the Web Placements page • 2. iSupport. Approved activities associated with the placement will run in it. Partner Portal Application Responsibility = Oracle Marketing Super User 1.2 Creating a Web Placement Creating a Placement for the iStore. iSupport. (N) Marketing Online: Administration > Marketing > Web Setup > Web Placements Click (B) Create Placement. Click (B) Save and/or (B) Apply. . 3.

2. Select the B2B_Order__Contacts list. select CM76845 as the Lightning Laser Printer. Specifying the Target Group 8. Select Generate Using Advanced Option. Log in to Oracle Marketing and navigate to the Campaign Dashboard Click (H) Create Activity. 12. Click (B) Save. 11. Retain the value List in the Add field and click (B) Go. Click (B) Apply. . 6.8. 7. 9. Navigate to the Offering mid tab and click (B) Add Product. Navigate to the Target Group mid tab. Select the Audience as Organization Contacts. 3. Enter the following data: Field Name Template Web Name Campaign Purpose Cross Launch On End On Coordinator Objective Enter Advertisement Value XX LaserPrinter WebAd XX LaserLaunch 05 Sell Current date Select a date about three months from the Launch On date Retain the default value some meaningful objective for the Web Ad 4.3 Creating a Web Advertisement Activity Entering the Basic Details for a Web Ad Responsibility = Marketing Administrator 1. Associating the Product to the Activity 5. From the Product LOV. 10.

16. XX Printer Placement Select a suitable content item 20. Associating the Web Ad to a Placement 17. Specifying Click-Through Details 21. Preview the Web Ad. . Submitting for Approval 25. Click (B) Generate List. In that case. the Preview Approval page displays No Approval Required. 19.13. Navigate to the Web Planner mid tab. Click (B) Save. 23. and click (B) Save. Select Go to Shopping Cart as the Click Through Action and select the Laser Printer product. if necessary. 24. Note: If you have Approver privileges. Click (B) Save. 18. 26. 22. Click the Click Through Details icon. Partner Portal from the Add Placement dropdown box and click (B) Go. Enter the following data: Field Name Title Placement Content Item Value Enter a suitable title for the placement. Click (B) Apply. the activity details page will display an Activate button. Click (B) Preview Approval to see the approval status. iSupport. Click (B) Apply. Click (B) Update Entries to view and optionally update the details of the members of the target group. Click (B) Submit. 15. 14. Select iStore.

Activating the Web Advertisement 27. Verifying Web Ad 28. Log in to iStore with the iStore Administrator or Marketing Manager responsibility and verify that the Web Ad is displayed in the specified region. . Click (B) Activate.

R12 Oracle Sales Fundamentals Activity Guide .

Leads by Age Cross Sell/Up Sell Sales Campaigns Top Customers (Persons) Shortcuts – Click some of the links in this bin Latest Submitted Forecast            . Tasks Leads – Point out the Convert to Opportunity icon for a lead. Opportunities – Click a column header to see the table sort based on the contents of the column.2. 3. Top Customers . Overview of the Sales Dashboard Responsibility: Sales User 1. Login as ljones/welcome.Order the contents of the table based on Total Opportunity Amount. Proposals Quotes – Point out Personalize that allows the user to create a saved view. This is based on the Sales Methodology set up by your administrator. This topic will be covered later in the course. (N) (L) Sales Dashboard View the various parts of the Sales Dashboard –  Sales Funnel – Place your mouse over the different parts of the funnel to view the opportunities in different stages of the sales cycle. 4.

14. you must set the profiles at the Sales application level. . 12. 3. 2. 15. Click (T) Content. 9. Personalize Self-Service Defn – set this to Yes Disable Self-Service Personal – set this to No Logout. (N) Responsibility: System Administrator (N) (L) System Profiles Set the following profiles to enable personalization. 10. 13. Click the Personalize Properties icon in the first row. you can see the Layout tab. This will move the Sales Funnel to the bottom of the Sales Dashboard. 16. In the second row.2. Personalize the Sales Dashboard 6. In this case. Click (L) Personalize Page once again. Click Complete View under Personalization Structure. we will enable personalization only at the application level. Move Bins to the top of the order. Click (I) Personalize Properties in the Flexible Content: Leads row. Login as profileoptions/sysadmin. 17. The Sales Dashboard page displays.1 Personalize the Sales Dashboard page Enable Personalization Responsibility = System Administrator 1. 11. Login as ljones/welcome. 7. (N) (L) Sales Dashboard > (L) Personalize Page (link in the header) In the Personalize Page: Sales Dashboard page. The Personalize Page Hierarchy page displays. 4. For class purposes. click (I) Reorder Content (fourth icon from the left) The Reorder Contents of Flexible Layout: Dashboard page displays. Click the Return to Application link at the bottom of the page.   5. You will see that the Leads and other bins moved up and the Sales Funnel moved to the bottom along with Tasks and Appointments. Click (B) Apply.

Scroll down and click the Personalize Properties icon in the Customer row of the Table: Opportunities. 23. For example. 19. By doing so. Change the Prompt text. Click (B) Apply. Click (L) Return to Application to see your personalization changes in the Sales Dashboard page. 20. Select False from the Rendered dropdown. Click (I) Personalize Properties in the Opportunities bin (above the Opportunities label).18. Click (B) Apply. 24. . 22. you could change it to Customer Organization. Next. we will try to change the name of a column in the Opportunities bin table. the Leads bin is removed from the Sales Dashboard. 21.

enter the following information:  Category: Employee  Number: This field populates automatically after selecting a resource name. Save your work and record the group number. 7. assign the following information to the Group 2:  Role Type: Sales  Role: Sales Representative 3. Save your work and record this group number. select Sales and Telesales from the list of values in the Usage field. 10. enter the following information:  Category: Employee  Number: This field populates automatically after selecting a resource name. In the Used In Application Areas tab. Vision Enterprises 1. On the Personal Home Page.  2.  Name: Use the list of values to select your friend who you have created in an earlier practice  Click (B) Member Roles to assign the following information to the resource in this group:  Role Type: Sales  Role: Sales Representative In the Roles tab. assign the following information to the group:  Role Type: Sales  Role: Sales Manager On the Used In tab. find the Resource Manager: Maintain Resources section and select Groups. 11. 6.3. 4. 8. Position your cursor in the Name field and select File > New to enter Group 2 information:  Name: XX-Sales Account East  Description: XX-Sales Account East In the Members tab. Resource Manager: Maintain Resources > Groups Enter the following information for Group1:  Name: XX-Sales Accounts  Description: XX-Sales Accounts In the Members tab. On the Roles tab. select Sales and Telesales from the list of values for this group. . 5. 9. Define Resource Groups Responsibility: CRM Administrator.  Name: Use the list of values to select yourself  Click (B) Member Roles to assign the following to the resource in this group:  Role Type: Sales  Role: Sales Representative  Role Type: Sales  Role: Sales Manager  Click (B) OK to close the Member Roles window.

Save the group definition. In the Group 2.Specify Parent-child Group Relationship 12. then the Group 2 number and group name will be visible in the tab. 13. . enter the following information in the Parent Groups tab:  Group Number: Enter the number for Group 1 that you recorded earlier. If you search for the group number for Group 1 and click the Child Groups tab. the group name populates automatically.

Deselect Full Access. 18. 9. Add Lisa Jones. Responsibility: Sales User 8. Write down the opportunity number. Click (L) CDS. (N) Profile: System  Deselect Site.  Select Responsibility: Sales User  Select User: LJONES  Select Profiles with no values  Profile: ASN%O%Access% (B) Search. Scroll to My Open Opportunities (Owner). 19. 16. Logout as phenry. Inc. 7. (I) Save (M) File > (M) Exit Oracle Applications. (B) Save. (B) Go 21. 4. 3. Change the User profile to Sales Team. (N) Sales Dashboard > (L) Opportunities > (B) Simple Search Opportunity Number: The number of the opportunity you created 20. Opportunity Name: Sales Demonstration > (B) Apply 14. Login as ljones/welcome. 5. (L) Sales Demonstration . Login as phenry/welcome.3. (N) Sales Dashboard 10. 17. Select ASN: Opportunity Access Privilege. Login as ebusiness/welcome.1 Sales Team Security Responsibility: System Administrator 1. 12. (T) Sales Team > (B) Add Person 15. 2. 6. customer name in one of the opportunities. Action: Create Opportunity > (B) Go 13. 11. (N) Responsibility: System Administrator.

(T) Sales Team. (T) Products. Note Lisa Jones cannot make changes. .22. Note Lisa Jones cannot add a product. 23.

9. Wrap up the current interaction. show the Interactions section. Login as phenry/welcome. Enter a phone number between 7000 and 7499. (T) Activities Close Customer Interaction History window. 6. If you go past the second form you may run into an error.    (I) Wrap-Up Enter a Result.  Fill in the second form and close scripting. Show Scripting     (T) Overview Source Code: CPROD CAMP02 Name: Core Product Campaigns (B) View Script Fill in information in the first form. Select a Business World opportunity and double-click anywhere in a row to open the opportunity in the Opportunity Center. Show Interaction History    In the eBusiness Center.4. . (B) End Interaction 10. 5. (B) All Interactions. 8. Navigate to the Universal Work Queue page.  3. Double-click the customer name to open eBusiness Center. select My Opportunities (Sales Credit). Close all windows. 7. (You will get a media error because you are not set up for live telephony.) 4. In the Work Type list or the UWQ nodes. TeleSales Responsibility: TeleSales Agent 1. 2. On the Personal Home Page (N) TeleSales Agent: Universal Work Queue. (B) Continue.

11. Select End Session as the break reason. .

Select Computer > Hardware > Laptop. 4. Verify the rules used to process the lead you created Responsibility = TeleSales Administrator 14. 6. The lead is created. 9. Computer > Hardware > Monitors. the Sales Channel is Direct. . 13. (N) Responsibility > Sales User Click (L) Sales Dashboard Select Leads from the Shortcuts bin on the Sales Dashboard.  The lead is created. Navigate to the Leads Processing History Report page. 11. Logout. By default. 3. 5. The products are added to the lead. 8. Login as ebusiness/welcome. (N) Responsibility > TeleSales Administrator 16. Create a Lead Responsibility = Sales User 1. Projectors 10. Navigate to the Products tab and (B) Add Product. Click (B) Create Lead.5. Enter the following details for the lead: Field Name Lead Name Customer Value XX Hardware Deal (replace XX with your terminal number in the class) XX-New Organization 7. 2. Note the number generated for the lead. the lead ranking and channel. 15. Field Name Quantity Amount Value Enter a number either above or below 50 Enter a number either above or below 50000 12. Click (B) Apply. Click (B) Select. Login as ljones/welcome. Click (B) Save. Enter the quantity and amount for the products.

 (N) Sales > Leads > Leads Processing History 17. Click the rule name to view the details of the leads that were processed by the rules. Click (B) Run Report. Field Name Processing Stage Lead Number Lead Creation Date From and To All The number that you noted in Step 12. Enter the following data.  The rules that were created by your instructor should display. . Today’s date Value 18.

8. Select the XX Hardware Deal lead record. 14. . 7. change the status of the opportunity to Forecast in the Status field. Create an Opportunity From a Lead in TeleSales Responsibility: TeleSales Agent 1. 5. Enter an organization name (XX Right Organization) into the Organization field and click (B) Search. Login as ebusiness/welcome. Click (B) Create Opportunity. Select Organization from the Find dropdown list. click Yes. 2. (N) Responsibility: TeleSales Agent Navigate to the Leads Summary tab. 3. Select the Organization record and click (B) Apply. 6. Update the opportunity by adding an additional product in the Purchase Interest tab. 11. 12. In the Opportunity header.  4. 10. Click (B) New Opportunity.6. (N) TeleSales Agent > (H) eBusiness Center Click (B) Find. Save your work. Click (T) Lead. 13. When prompted to view the opportunity. 9. 15.

Set the value of the profile ASN: Dashboard Funnel Assigned Methodology to the name of the sales methodology that you chose in Step 4. (N) Responsibility: System Administrator. Login as ljones/welcome. (N) Application : Lookups > Application Object Library 13. To query for a lookup. 12. To execute the query. Field Name Code Meaning Description Tag Field Value Enter the sequence number Enter the text that should appear in the sales funnel on the Sales Dashboard This is an optional field Enter a number between 1 and 4 to indicate the part of the sales funnel where the current sales stage should appear 15.6. assign the sales stage values that you noted down. 14. Note down the Sequence and Sales Stages you want to include in the Sales Funnel. 5. 9. For the ASN_DASH_SLS_METH_FUNNL_STAGES lookup type. (N) Profile > System 10. Logout. Login as ebusiness/welcome. switch responsibilities to Application Developer. 6. The Sales Methodology Detail page is displayed. Responsibility: System Administrator 7. 3.1 Define the Sales Funnel Responsibility: Sales Administrator 1. (N) Responsibility: Sales Administrator (N) Opportunities > Sales Methodology Click a selected Sales Methodology link. press F11 on your keyboard and enter %Dashboard%Funnel% in the Meaning Field. 4. Save your changes. Responsibility: Application Developer 11. press Ctrl+F11. . The Sequence number is important. 8. 2. From the Home page.

.Responsibility: Sales User 16. switch responsibilities to Sales User. 17. From the Home Page. (N) (L) Sales Dashboard  The Sales Funnel reflects the changes you just made by assigning it a different methodology.

9. and click (B) Go.  The product category is now mapped to the forecast category that you created. . 11. 10. 4. (N) Responsibility : Sales Administrator. Click Forecast Category Mapping. Map Forecast Categories Responsibility: Sales Administrator 1. 3. 8. 12. Enter today’s date as the Start Date. Click (B) Update. select Online Shopping. Login as ljones/welcome. From the Forecast Category Name dropdown. From the Category dropdown.  The product categories that you mapped to the forecast category display here. (N) Sales Dashboard > Forecasts 13. (N) Forecast > Forecast Category Create a new forecast category called Online Shopping and click (B) Update. 6. and click (B) Select. In the Product Category field. Click (B) Go. 2.7. Select a product category. We will map product categories to this new forecast category. Click (B) Search. 7. enter %Book%. select Online Shopping.  5. 14.

5. you can select Direct Reports Submitted from the Worksheet Default Values dropdown. .7. 2. Login as julrich/welcome. and click (B) Go. View the Direct Reports Forecast Summary and Detail worksheets to view details of the opportunities submitted as forecasts by your team members.1 Forecasting as a Sales Manager Responsibility: Sales Manager 1. The values in the table change to reflect forecasts submitted by sales representatives reporting to you. (N) Responsibility: Sales Manager (N) Sales Manager Dashboard > Forecast As a sales manager. 3. 4.

) If you forget to select Self-Service. 7. 6. (Both a resource and the Sales Manager role are required for self-service. 4. Role is not available in the Resource Type list. Kerry Jones as a resource with full access. 8. (B) Next > Add geographies  City: San Diego  City: Oakland  Postal Codes: 94500 . 9.  Territory Name: Far West  Rank: 11  Available to Self Service Add Ms. Using Cancel to start over does not fix this.8. Create Geographic Territories Responsibility: Territory Management 1. Add the Sales Manager role. Select USA Sales for the parent territory > (B) Create Territory Type is Geography > (B) Continue Enter territory details. 2. . Login as ljones/welcome > (R) Territory Management > (N) Territories Usage is Sales.94599 (B) Next > Additional Matching Attributes  Customer Category is equal to City or Local Gov’t (B) Finish 5. You must return to Home and start over. 3.

Default Order Type Default Salesrep Default Sales Group Default Sales Role Default Contract Template 11.  4. 6. select Operating Unit. Login as ebusiness/welcome. 10. 5. 8. For Organization Classification Name. (N) HRMS Manager : Work Structures : Organization > Description Specify the operating unit for which you want to set the parameters in the Name field. (N) Responsibility: US Super HRMS Manager Navigate to the Find Organization dialog box. Click (B) OK to save your changes.  Verify that the Enabled checkbox is selected. 2. From the Organization Classifications section. 12. Click (B) Find. You must perform the above steps to set the Quoting parameters for each operating unit in your organization. From the Additional Organization Information dialog box.9. Specify a value for each of the parameters using the respective LOVs. . select Quoting Parameters. 3. 13.Select the same Operating Unit that you selected in Step 3 above. and Default Contract Template are filtered by the selected operating unit. Set Up Quoting Parameters Responsibility: US Super HRMS Manager 1. select Operating Unit. Click (B) Others. Click inside the Quoting Parameters field to display the Quoting Parameters dialog box with the following fields:       Operating Unit. 7. Default Salesrep.   The LOVs for the Default Order Type. 9. The LOVs for the Default Sales Group and Default Sales Role are based on the Default Salesrep parameter.