This appendix covers the following topics:
This appendix lists the Oracle Forms and Oracle CRM Applications users and responsibilities necessary to implement Oracle Sales.
You can create new users and responsibilities, and assign responsibilities as needed. See Oracle Applications System Administrator's Guide, Oracle CRM Technology Foundation Implementation Guide, and Oracle CRM Technology Foundation Concepts and Procedures for more information.
Log in with the appropriate user name and responsibility to perform the specified tasks.
Table Oracle Forms Responsibilities lists the responsibilities necessary to perform setup tasks for Oracle Sales in Oracle Forms.
Responsibility | Tasks |
---|---|
Application Developer | Set up descriptive flexfields and lookups |
CRM Administrator | Set up notes, tasks, and calendar |
CRM Resource Manager | Create resources, assign roles to employees, create resource groups |
General Ledger Super User | Set up multiple currencies |
Oracle Sales Administrator | Run concurrent programs and set Oracle TeleSales lookup codes |
Quoting Sales Manager | Set up the sales supplement templates used for sales coaches |
System Administrator | Set profile options and create users. Set up currency codes |
Trading Community Manager | Set up DQM |
Log in with the appropriate user name and responsibility to perform the specified tasks.
Table Oracle Self Service Responsibilities summarizes the responsibilities necessary to perform setup and administrative tasks for Oracle Sales in Oracle CRM Applications.
Responsibility | Tasks |
---|---|
Sales Administrator | Set up sales stages, sales methodologies, win probabilities, status codes, and forecasting categories and mappings. Set up type mappings and pseudo period rates for multiple currencies. |
Sales Manager | Access the Oracle Sales User interface as a sales manager or Sales Admin. This responsibility is seeded by DBI for Sales. |
Sales User | Access the Oracle Sales user interface as a sales representative. This responsibility should be assigned only to the sales representatives, not to the sales manager or Sales Admin. If a sales manager or Sales Admin is assigned this responsibility, that user will not be able to access the data for any subordinates. |
Functional Administrator | Sets profile options, look ups, and personalizations. |
Daily Business Intelligence Administrator | Run DBI concurrent programs. |