This appendix covers the following topics:
The procedure for setting up and changing system profile options is the same for all Oracle applications. For a detailed description of the procedures, refer to the Oracle Applications System Administrator's Guide.
Use this procedure to set or change profile options.
Responsibility
Sales Administrator
Navigation
Oracle Sales Setup > System Profiles
The following table lists by name and in alphabetical order the system profiles used by the applications. The table includes the following columns from left to right:
Profile Name: Name of the profile option.
Category: Lists the category of the profile option.
Description: Explains what the profile option does.
Level: Level at which this profile option can be set. A = Application, S = Site, R = Responsibility, U = User.
Default: Lists the seeded default for the profile, if any.
| Profile Name | Category | Description | Level | Default |
|---|---|---|---|---|
| AMS: Default Collateral Order Type | Collateral UI | Defaults the order type that was set up in Order Management or collateral fulfillment. | SARU | N/A |
| ASN: Default Non-Revenue Credit Type | Opportunities, Sales Forecast | Determines the default credit type used in the non-revenue table for non-revenue forecasting. The default values for this profile can be set by the user through the Sales Default Preferences. |
SARU | Values are based on Sales Credit types defined in Order Management. |
| ASN: Forecast Defaulting Type | Opportunities, Sales Forecast | Determines the defaulting logic for forecast values in the opportunity. Valid values are Pipeline and Win Probability. See Setting Up Forecast Defaults for more details. |
S | Pipeline |
| Bypass Group Validation | Security | Setting this profile enables the user to navigate to the Lead and Opportunity pages. However, for a sales user this profile should always be set to No because create/update process on lead/opportunity always requires sales force information. | AR | N/A |
| Client Timezone | Tasks UI | Sets the default time zone for tasks. | SU | N/A |
| Customer Care: Start Menu in Quick Menu | Application Integration | Set the value to TeleSales Quick Menu to enable the Quick Menu for TeleSales. All applications using Quick Menu share this profile option. | SARU | N/A |
| Customer Care: Telephony Screen Pop Mode | Application Integration | Provides options to toggle between a telephony solution that uses UWQ and one that uses direct integration. | SARU | UWQ |
| Default Status | Tasks UI | Determines the default status for new tasks. | SARU | New |
| FND: Message Level Threshold | Debug | Sets message level threshold. | SARU | N/A |
| HZ: Change Party Name | TCA Settings | Determines if the customer name and Tax ID can be updated. | SRU | No |
| HZ: Display Certification Level | TCA Settings | Determines whether the Certification Level displays for a Partner or Preferred Partner, and for the Customer Name (Organization) LOV. If set to Yes, displays the column in the results of the search using the Partner or Preferred Partner LOV, as well as the Customer LOV. | S | No |
| HZ: Duplicate Allowed | TCA Settings | Determine whether duplicate entry into the Registry is allowed or not. If you set the profile option to Yes, records with duplicates that exceed the override threshold as defined in the match rule can still be saved. The No default prevents such records from being saved. | SARU | No |
| HZ: Enable Duplicate Prevention at Party Creation | TCA Settings | If set to Yes, enables the duplicate prevention match rules to identify possible duplicate objects being created. | SAR | Disabled |
| HZ: Enable DQM Party Search | Search | Determines whether DQM is enabled for organization and person searches. Set this profile to Yes only if you provide a match rule for other TCA profiles. Enables Customer Smart Search for Oracle TeleSales. | SAR | No |
| HZ: Generate Party Number | TCA Settings | If not set to Yes, you cannot manually create party numbers. You will receive the following error, "X Error Column Party Number must have a value". | SARU | N/A |
| HZ: Generate Party Site Number | TCA Settings | Specify whether or not TCA automatically generates a party site number when the relevant API is used or called from a user interface to create a party of type Organization or Person. If the profile option is set to Yes or left blank, then users cannot enter the party site number when creating the party. If set to No, users must enter the number. | SARU | N/A |
| HZ: Match Rule for Organization Advanced Search | Search | Specify the seeded or user-defined match rule for determining the search criteria and results for the organization advanced search. The profile option defaults to the seeded match rule HZ_ORG_ADV_SEARCH_RULE. | SAR | HZ_ORG_ADV_SEARCH_RULE |
| HZ: Match Rule for Organization Duplicate Prevention | Customer Settings | Specify the seeded or user-defined match rule for identifying potential duplicates of the organization that the user is creating. Use match rules with the Search type. The profile option defaults to the seeded match rule SAMPLE: SEARCH. | SAR | SAMPLE: SEARCH |
| HZ: Match Rule for Organization Simple Search | Search | Specify the seeded or user-defined match rule for determining the search criteria and results for the organization simple search. The profile option defaults to the seeded match rule HZ_ORG_SIMPLE_SEARCH_RULE. | SAR | HZ_ORG_SIMPLE_SEARCH_RULE |
| HZ: Match Rule for Person Advanced Search | Search | and results for the person advanced search. Do not use a match rule that has the Organization Name attribute. The profile option defaults to the seeded match rule HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE. | SAR | HZ_PERSON_ADVANCED_SEARCH_MATCH_RULE |
| HZ: Match Rule for Person Duplicate Prevention | Customer Settings | Specify the seeded or user-defined match rule for identifying potential duplicates of the person that the user is creating. Use match rules with the Search type. The profile option defaults to the seeded match rule SAMPLE: SEARCH. | SAR | SAMPLE: SEARCH |
| HZ: Match Rule for Person Simple Search | Search | Specify the seeded or user-defined match rule for determining the search criteria and results for the person simple search. Do not use a match rule that has the Organization Name attribute. The profile option defaults to the seeded match rule HZ_PERSON_SIMPLE_SEARCH_RULE. | SAR | HZ_PERSON_SIMPLE_SEARCH_RULE |
| HZ: Raise API Events | TCA Settings | This profile option controls Granular (V2) and Business Object business events from Trading Community Architecture Public APIs. The values are:
|
SARU | Only Granular (V2) Events Enabled |
| IEU: Desktop: UI: Show Work Panel | Miscellaneous UWQ Settings | The work panel consists of an action panel where the user can take action on selected records and an information panel where notes are displayed for a selected record. If set to Yes, then the work panel appears for lead, opportunity, and marketing list nodes. If set to No, then the work panel does not appear. | SARU | No |
| IEU: Desktop: UI: Work-Selector Display Style | Miscellaneous UWQ Settings | This option determines how your work nodes are displayed. Hgrid: displays nodes in the left panel in an Hgrid view. Cascade: displays nodes in a cascading menu on top of the page. | SARU | Hgrid |
| IEU: Non-Media: Navigate | Miscellaneous UWQ Settings | Set to Yes to tell UWQ to reuse the same application window when you select a new work item. Set to No if you want UWQ to open a new additional window when you select a new work item. Set to Yes to save your computer resources. Can be set at the site, application, responsibility, and user levels. | SARU | No |
| IEU: Queue: Leads | Enable UWQ Objects | Set to Yes to allow the user to work on leads that belong to him as the owner. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Null |
| IEU: Queue: Marketing Lists | Enable UWQ Objects | Set to Yes to allow the user to work on non-media marketing lists within his sales territory. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Null |
| IEU: Queue: My Team Leads | Enable UWQ Objects | Set to Yes to allow the user to work on leads that belong to his sales team. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Null |
| IEU: Queue: My Team Opportunities | Enable UWQ Objects | Set to Yes to allow the user to work on opportunities that belong to his sales team. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Null |
| IEU: Queue: Opportunities | Enable UWQ Objects | Set to Yes to allow the user to work on opportunities that belong to him as the owner. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Null |
| IEU: Queue: Personal List: Contacts | Enable UWQ Objects | Set to Yes to allow the user to work on personal contact lists created and saved through Universal Search. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Yes |
| IEU: Queue: Personal List: Opportunities | Enable UWQ Objects | Set to Yes to allow the user to work on personal opportunity lists created and saved through Universal Search. Set to No to make the node unavailable in UWQ. If it is not set, it functions as No. | SARU | Yes |
| IEU: Queue: Quotes | Enable UWQ Objects | Set to Yes to make this category available. | SARU | Null |
| IEU: Queue Order: Leads | UWQ Sort Order | Enter a number that designates the order of appearance for owned leads in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: Marketing Lists | UWQ Sort Order | Enter a number that designates the order of appearance for marketing lists in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: My Team Leads | UWQ Sort Order | Enter a number that designates the order of appearance for my team leads in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: My Team Opportunities | UWQ Sort Order | Enter a number that designates the order of appearance for my team opportunities in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: Opportunities | UWQ Sort Order | Enter a number that designates the order of appearance for owned opportunities in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: Personal List: Contacts | UWQ Sort Order | Enter a number that designates the order of appearance for personal contact lists in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: Personal List: Opportunities | UWQ Sort Order | Enter a number that designates the order of appearance for personal opportunity lists in the work queue (in relation to the other Queue Order profiles.) | SARU | Null |
| IEU: Queue Order: Quotes | UWQ Sort Order | Determines the order of appearance for the queue. | SARU | Null |
| MO: Default Operating Unit | Miscellaneous Functional | Determines the default operating unit. See the Oracle Applications Multiple Organizations Implementation Guide for details on enabling Oracle Sales users to access multiple operating units while logged in using a single responsibility. This is a mandatory profile option if you are implementing multiple organization functionality. If you are not implementing multiple organizations, set the MO: Operating Unit profile option instead. | ARU | N/A |
| MO: Operating Unit | Miscellaneous Functional | Determines the operating unit users access in an environment that does not support multiple operating units. This is a mandatory profile option if you are not implementing multiple organization functionality. If you are implementing multiple organizations, set the MO: Default Operating Unit profile option instead. See the Oracle Applications Multiple Organizations Implementation Guide for details. | SARU | N/A |
| MO: Security Profile | Miscellaneous Functional | Determines the list of operating units that the user can access. See the Oracle Applications Multiple Organizations Implementation Guide for details. | SARU | N/A |
| Notes: Default Note Status | Miscellaneous UI | Sets the status for notes. | SARU | Public |
| OS: Activate Sales Interoperability | Compatibility | Facilitates interoperability between Oracle TeleSales and Oracle Sales. | S | Yes |
| OS: Address Required for Opportunity | Miscellaneous Opportunity Settings | Determines the address required for an opportunity. | S | No |
| OS: Address Required for Organization | Customer Settings | Sets the address required for an Organization. | S | No |
| OS: Address Required for Person | Customer Settings | Sets the address required for a Person. | S | No |
| OS: Address Required for Sales Lead | Leads | Sets the address required for a Sales Lead. | S | No |
| OS: Allow Updating Frozen Opportunities | Miscellaneous Opportunity Settings | Enables the update of frozen opportunities. | SARU | Yes |
| OS: Always Add Creator to Customer Sales Team | Customer Settings | If set to Yes, then the user who creates the customer is always added to the customer sales team. | SU | No |
| OS: Auto Convert Lead to Opportunity | Miscellaneous Opportunity Settings | Enables the automatic conversion of leads to opportunities. | S | Yes |
| OS: Auto-relate Lead note to Customer | Notes | Determine relating of lead note to customer. | SARU | Yes |
| OS: Auto-relate Lead note to Primary Contact | Opportunity Notes | Determine relating of lead note to primary contact. | SARU | No |
| OS: Auto-relate Opportunity Note to Customer | Opportunity Notes | Relate a newly created opportunity note to a customer. | SARU | Yes |
| OS: Auto-relate Opportunity Note to Primary Contact | Opportunity Notes | Relate a newly created opportunity note to its primary contact automatically. | SARU | No |
| OS: Auto-relate Relationship note to Object | Notes | Relate a newly created relationship note to its object automatically. | SARU | Yes |
| OS: Auto-relate Relationship note to Subject | Notes | Relate a newly created relationship note to its subject automatically. | SARU | Yes |
| OS: Create Contact Relationship Privilege | Security | If set to Yes, the user, site, or responsibility can create a contact. If set to No, the user, site, or responsibility cannot create a contact. | SRU | Yes at site level |
| OS: Create Organization Privilege | Security | If set to Yes, the user, site, or responsibility can create an organization. If set to No, the user, site, or responsibility cannot create an organization. | SRU | Yes at site level |
| OS: Create Person Privilege | Security | If set to Yes, the user, site, or responsibility can create a person. If set to No, the user, site, or responsibility cannot create a person. | SRU | Yes at site level |
| OS: Create Tasks Flag | Tasks | Flag to indicate if tasks need to be created automatically. | SA | Yes |
| OS: Customer Access Privilege | Security | Determines customer access. Full: The user can view and update all customers. Generally, this access is given to super users only. Prospecting: Users can view all customers but can update customer information only if they are on the sales team. Sales Team: Users can view and modify customer information when they are on the sales team. |
SARU | Full |
| OS: Daily Conversion Type | Sales Generic | Currency conversion type used as the daily rate for currency conversions in the opportunity pipeline. The List of Values in this profile option come from GL: Daily Conversion Types. | S | Corporate |
| OS: Date Mapping Type | Sales Generic | Sets the date mapping type. | S | Start Date of a Period |
| OS: Default Address Style | Customer UI | Sets the default address style. | SA | United States Address Style |
| OS: Default Close Date Days | Miscellaneous Opportunity Settings | Sets the default close date for an opportunity. | SARU | 150 |
| OS: Default Opportunity Sales Stage | Opportunity UI | Determines the default sales stage for a new opportunity. | SARU | Stage 1 |
| OS: Default Opportunity Status | Opportunity UI | Determines the default status for a new opportunity. | SARU | Preliminary |
| OS: Default Opportunity Win Probability | Opportunity UI | Determines the default win probability for a new opportunity. | SARU | 10-Prospecting (Qualified) |
| OS: Default Period Type for Currency Conversion | Opportunity UI, Leads UI, Forecast UI | Determines the default period type for currency conversion. | S | Quarter |
| OS: Default Primary Organization Address for New Relationships | Customer Settings | When this profile is set to "Yes", the primary address of the organization automatically defaults as the relationship primary address when a new relationship is created. | SA | No |
| OS: Default Sales Channel | Opportunity UI | Default sales channel for new opportunities | SARU | Direct |
| OS: Default Value for Sales Team Keep Flag | Opportunity Sales Team | Sets the default keep flag for sales team creator. | S | Yes |
| OS: Default Vehicle Response Code for Opportunity | Opportunity UI | Determines the default Vehicle Response Code for an opportunity. | SARU | User |
| OS: Default Win/Loss Status | Opportunity UI | Determines the default win or loss status for an opportunity. | SARU | None |
| OS: Defaulting Primary Address of Customer for Lead | Leads | Determines the primary address of customer for lead. | SARU | No |
| OS: Defaulting Primary Customer Address to Opportunity | Miscellaneous Opportunity Settings | Enables defaulting of primary customer address to opportunity. | S | No |
| OS: Degree of Parallelism | Deployment | Determines the degree of parallelism for concurrent program. | S | 4 |
| OS: Enable Customer LOV Security | Security | Setting this profile to ‘Yes' restricts users to creating opportunities and leads only for those customers which they can view. Setting this profile to ‘No' allows all users to create opportunities and sales leads for any customers. The users can update the opportunities and sales leads they have created. |
SA | No |
| OS: Enable Real Time Customer Assignment | Assignment | Enables assignment of customers in real time, whenever an agent updates a record. This is required for online territory assignment. | S | No |
| OS: Enable Real Time Denormalization for Customer Classification | Customer Settings | If set to Yes, enables real time denormalization of data entered or updated into the as_hz_class_code_denorm table. | S | Yes |
| OS: Enable Real Time Lead Assignment | Assignment | Enables assignment of leads in real time, whenever an agent updates a record. This is required for online territory assignment. | S | Yes |
| OS: Enable Real Time Opportunity Assignment | Assignment | Enables assignment of opportunities in real time, whenever an agent updates a record. This is required for online territory assignment. | S | No |
| OS: Enable Tracking Opportunity History Data | Opportunity Data Tracking | Set at the site level. If set to Yes, enables the history tracking of updates made to opportunity header information. If set to No (the default), will not track header updates for opportunity. | S | No |
| OS: Enable Tracking Purchase Line History Data | Opportunity Data Tracking | Set to Yes to record when the line information or an opportunity is updated. Information does not yet display in Opportunity History. | S | No |
| OS: Enable Tracking Sales Credits History Data | Opportunity Data Tracking | Set to Yes to record when the sales credit information or an opportunity is updated. Information does not yet display in Opportunity History. | S | No |
| OS: Forecast Calendar | Miscellaneous Opportunity Settings | Sets the name of the calendar you are using to manage your forecasts. | S | N/A |
| OS: Forecast Sales Credit Type | Miscellaneous Opportunity Settings | Determines the forecast credit type for opportunity sales credits. | SARU | N/A |
| OS: Generate Opportunity System Notes | Opportunity Notes | Determines whether or not notes are automatically generated whenever the opportunity is modified. | S | Yes |
| OS: Hash Area Size for TAP | Assignment | If the value is set, TAP sets the value of the database parameter hash_area_size with this value. Consult your DBA to set this value. Note: The value should be an integer value. The value set here is limited to the TAP program (the database setting for the rest of the application is not changed by this setting). |
S | N/A |
| OS: Lead New State Transition | Leads | Set to yes to prevent changing the status of a lead after it is converted to an opportunity. | S | Yes |
| OS: Lead to Opportunity Move Sales Team | Miscellaneous Opportunity Settings | Enables the lead to opportunity move of sales team. | S | No |
| OS: Linking Opportunity to Lead | Miscellaneous Opportunity Settings | There are three settings for this profile: Allow with prompt-If selected, allows the user to create a link to a lead either through the "Create Opportunity" function or through the Leads link on the Opportunity detail page. Allowed-If selected, allows the user to create a link to a lead through the Leads link on the Opportunity detail page. Not allowed-If selected, does not allow users to create links to leads. |
SARU | Allowed with Prompt |
| OS: Manager Update Access | Security | This profile option sets the level of access for sales team members with the role of Manager to update information for their subordinates in the sales organization. This system profile applies only to individuals granted the Sales Team access privilege in OS: Opportunity Access Privilege. This profile has three possible settings Update data: Update. Inherit data: Inherit access privilege from subordinate. View data: View data only. |
SRU | View Data |
| OS: Match Rule for Contact Advanced Search | Search | Sets the match rule for contact advanced search. | SAR | N/A |
| OS: Match Rule for Contact Simple Search | Search | Sets the match rule for contact simple search. | SAR | N/A |
| OS: Maximum Number of Days Allowed to Close an Opportunity | Miscellaneous Opportunity Settings | Sets the maximum number of days allowed to close an opportunity. | S | N/A |
| OS: Maximum Roll Days for Converting Amount | Sales Generic | Maximum roll days for converting currency amounts if no daily conversion rate exists. | S | N/A |
| OS: Move Opportunities | Sales Generic | Move Opportunities | S | Open |
| OS: Number of Child Account Workers for TAP | Assignment | Determines the maximum number of parallel workers (of Generate Access Records) spawned to process Account records. Maximum allowed is 10. | S | 2 |
| OS: Number of Child Opportunity Workers for TAP | Assignment | Determines the maximum number of parallel workers (of Generate Access Records) spawned to process Opportunity records. Maximum allowed is 10. | S | 2 |
| OS: Number of Child Lead Workers for TAP | Assignment | Determines the maximum number of parallel workers (of Generate Access Records) spawned to process Lead records. Maximum allowed is 10. | S | 2 |
| OS: Number of Child Proposal Workers for TAP | Assignment | Determines the maximum number of parallel workers (of Generate Access Records) spawned to process proposal records. Maximum allowed is 10. | S | 2 |
| OS: Number of Child Quote Workers for TAP | Assignment | Determines the maximum number of parallel workers (of Generate Access Records) spawned to process quote records. Maximum allowed is 10. | S | 2 |
| OS: Opportunity Access Privilege | Security | Global Full: Users can view and update all opportunities whether they are on the sales team or not. Generally, this access is given to super users only. Org Full (Full by Organization): Users can view and update all opportunities whether or not they are on the sales team. They can view and update all opportunities for all operating units to which they have access based on security profile settings. Prospecting: Users can view all opportunities but they can make changes only when they are on the sales team. Users can create opportunities for a customer only when they are on that opportunity's sales team. Sales Team: Users can view opportunities only when they are on the sales team. When the opportunity creator selects the Full Access checkbox on the Sales Team tab for a team member, that team member can update the opportunity. Otherwise the record is view only. |
SRU | Global Full |
| OS: Opportunity Probability Link | Miscellaneous Opportunity Settings | Determines whether a warning or error is given if the win probability amount does not fall within the sales stages probabilities. | S | Warning |
| OS: Opportunity Sales Credit Enforce Sales Team Definition | Opportunity Sales Team | Set to Yes to keep the person who added an opportunity line item on the sales team for that opportunity even if they are not on the team per territory definitions. If set to No, then when the Territory Assignment Program is run the salesperson is removed from the sales team if he doesn't fit the territory definition, even though he created the opportunity line item. Setting the Keep flag for the person for that opportunity prevents his removal from the sales team when this profile is set to No. | SARU | Yes |
| OS: Opportunity Sales Team Default Role Type | Opportunity UI | Determines the Opportunity Sales Team default role type. | SRU | N/A |
| OS: Perform Address Validation | Customer Settings | If the profile is set to "Yes", then the parameters set up in Oracle Accounts Receivables validates the addresses. | SA | Yes |
| OS: Preferred Reporting Currency | Opportunities | Preferred currency for denorm programs. | SARU | US Dollar |
| OS: Privilege to Change Lead Owner | Security | Determines privilege to change the lead owner. Users can change only the leads they own. | SRU | No |
| OS: Privilege to Change Opportunity Owner | Security, Opportunity Sales Team | Determines privilege to change the opportunity owner. | SARU | No |
| OS: Regenerate Methodology Tasks | Tasks | Regenerate tasks for sales methodologies that have the Create Tasks for All Stages flag set to No when the sales stage changes. | S | No |
| OS: Relate Account to Tasks and Notes | Tasks | Set this profile to relate the account when present in the caller information section of the eBusiness Center added as a Reference or Related To for Tasks and Notes that are created. | SAR | No |
| OS: Sales Admin Update Access | Security | An employee with the Administrator role (as defined in the Resource Manager) can access the same records as the manager of the group they are assigned to. Groups are also set up in Resource Manager. The access can be of three types: Update data: The administrator can update the same data as the manager of the group. Inherit data: Administrators inherit the access privileges of the group manager. This means they can update the same customers and opportunities as the manager's subordinates. View Data: Administrators can only view the data created by the manager's subordinates. |
SRU | View Data |
| OS: Sales Lead Access Privilege | Security | Determines the access to leads. | SRU | Full |
| OS: Sales Methodology | Opportunity UI | Determines the default sales methodology for an opportunity. | SARU | Blue Print |
| OS: Sort Area Size for TAP | Assignment | If the value is set, TAP sets the value of the database parameter sort_area_size with this value. Consult your DBA to set this value. Note: The value should be an integer value. The value set here is limited to the TAP program (the database setting for the rest of the application is not changed by this setting). Also, if the value of this profile is not set, then TAP does not alter the database settings. |
S | N/A |
| OS: Source Code Mandatory for Leads | Leads | Set the source code for mandatory leads. | S | No |
| OS: Source Code Required for Opportunity | Miscellaneous Opportunity Settings | Determines the source code required for opportunity. | S | No |
| OS: Territory Minimum Number of Records for Parallel Processing | Sales Generic | Determines the minimum number of records required to spawn multiple parallel workers for each transaction type. | S | 100 |
| OS: Time Frame for Opportunity Logs | Opportunity Data Tracking | Limits the number update records recorded to one in the specified time frame for Opportunity History. Options are None (no restrictions), Year, Quarter, Month, Week, Day, Hour, and Min. | S | None |
| OS: View Competitor Party Detail | Security | When set to 'No', then user cannot view the Opportunity's Competitor that he does not have the view access. If profile is set 'Yes' then user can view the Opportunity's competitor organization detail even he does not have view privileges. | S | Yes |
| OS: View Partner Party Detail | Security | When set to 'No', then user cannot view the Opportunity's Partner that he does not have the view access. If profile is set 'Yes' then user can view the Opportunity's partner organization detail even he does not have view privileges. | S | Yes |
| OTS: Application ID for TCA V2 API Input Parameter | TCA Settings | Defines application ID. | SARU | N/A |
| OTS: Associate Relationship Location To Organization | Customer Settings | When you create a location information for a relationship, if this profile is set to Yes the same location information is also linked to the Organization of the relationship. If set to No, this will not occur. Oracle recommends you set this to No to minimize the number of addresses for the organization. | SARU | No |
| OTS: At a Glance Dashboard HGrid Expanded Display | At a Glance Settings | Determines whether the summary section hierarchy opens expanded (Yes) or collapsed (No) | SARU | Yes |
| OTS: At a Glance Display Menu | At a Glance Settings | Determines what objects appear in the At a Glance window. System Administrator can create menus and set this profile for different users. Select the menu name. | SARU | OTS: At a Glance Display Menu |
| OTS: At a Glance - Enable Dashboard Data Refresh at Form Startup | At a Glance Settings | If set to Yes, then runs the Customer Profile Engine concurrent program every time the At a Glance window is opened by any user. (The window opens more slowly when set to Yes.) If set to No, then you need to add the Customer Profile Engine concurrent program to the schedule. | S | No |
| OTS: At a Glance - Execute User Callouts For Data Refresh | At a Glance Settings | Set to Yes to use custom callouts for data refresh. | S | No |
| OTS: At a Glance - Number of Months of Data to Show | At a Glance Settings | You can set for 3 or 6 months. This controls the number of months of information the concurrent program OTS: At a Glance - Refresh Business Objects pulls. It also controls the time period for the notes displayed. | S | 3 |
| OTS: Collateral Organization | Customer Settings | Optional. Set the inventory organization from which to obtain the collateral inventory items and shipping methods for the LOVs on the Collateral tab of the eBusiness Center. If not set, the organization used is the one set in OE_ORG_ID profile option. If this profile is set, then when a user attempts to select event collateral that is restricted by operating unit access, the user receives this error message: The collateral associated with the selected event does not belong to your accessible Operating Unit(s). Please select a different event. |
SARU | N/A |
| OTS: Contact Role | Contacts UI | Sets the default contact role the contact created in the caller information section of eBusiness Center. | SAR | Contact |
| OTS: Customer - Display Inactive Records For Party List Of Values | Customer Settings | Set to Yes to display inactive as well as active customers in the Organization, First Name, and Last Name LOVs. Set to No to display only active records. | SARU | No |
| OTS: Customer-Include Address Style In Concatenated Format | Customer UI | Setting this profile option includes the address style in the concatenated global address format in the eBusiness Center. | SARU | N/A |
| OTS: Debug | Debug | Use to debug Oracle TeleSales. | SARU | No |
| OTS: Default Collateral Printer Name | Deployment | Determines the default printer for all collateral requests. | SARU | N/A |
| OTS: Default Collateral Reply to Email Address | Collateral UI | Enter the email address you want collateral recipients to use when replying with collateral confirmation e-mail. Required for electronic collateral to work. | SARU | N/A |
| OTS: Default Collateral Subject Line | Collateral UI | Enter the subject line you want collateral recipients to use when replying with collateral confirmation e-mail. Required for electronic collateral to work. | SARU | N/A |
| OTS: Default Country | Customer UI | Sets the default country used for address creation. | SARU | US |
| OTS: Default Cover Letter for Collateral Requests | Collateral UI | Used to populate the cover letter item once a collateral is selected from the list of values. | SARU | N/A |
| OTS: Default Event Reply to Email Address | Miscellaneous UI | Enter the email address you want event enrollees to use when replying to enrollment confirmation e-mail. | SARU | N/A |
| OTS: Default Event Subject Line | Miscellaneous UI | Enter the subject line for the enrollment confirmation email. | SARU | N/A |
| OTS: Default Note Type | Miscellaneous UI | Defines the default type for a new note in the note tab in eBusiness Center, Lead Center, and Opportunity Center. | SARU | User Generated Note |
| OTS: Default Party Type | Customer UI | Sets the default party type for the caller information section of the eBusiness Center. Available values are: Person Organization Party Relationship |
SARU | Party Relationship |
| OTS: Default Person Title | Customer UI | Sets the default title for a person. | SARU | N/A |
| OTS: Default Phone Line Type | Customer UI | Sets the default phone line type. | SARU | Telephone |
| OTS: Default Relationship | Customer UI | The default relationship between parties. | SARU | Organization Contacts |
| OTS: Default Shipping Method for Electronic Collateral | Collateral UI | Defines the shipping method for electronic collateral. Populates the default shipping method for each recipient. | SARU | |
| OTS: Default Shipping Method for Physical Collateral | Collateral UI | Defines the default shipping method for physical collateral. Populates the default shipping method for each recipient. | SARU | N/A |
| OTS: Default Site Usage | Customer UI | Defines the default type for the identifying address when created from the eBusiness Center header while creating a new party. For example: Bill to, Ship to. | SARU | N/A |
| OTS: Default Tab in eBusiness Center | Customer UI | Determines which tab is active when the user launches the eBusiness Center. | SARU | eBC Overview Tab |
| OTS: Default Tab in Opportunity Center | Opportunity UI | Determines which tab is active when the user launches the Opportunity Center. The default tab is Purchase Interest. | SARU | Opportunity Center Purchase Tab |
| OTS: Default Tab in Sales Lead Center | Leads UI | Determines which tab is active when the user launches the Lead Center. The default tab is Purchase Interest. | SARU | Lead Center Purchase Interest Tab |
| OTS: Default Task Date Type | Tasks UI | Sets the default date type in the Task tab for the eBusiness Center, Lead Center, and Opportunity Center. | SARU | N/A |
| OTS: Default Universal Search Tab | Search UI | Sets the Default Universal Search Tab. | SARU | Quick Search |
| OTS: Default Universal Search Type | Search UI | Sets the Default Universal Search Type. | SARU | Party Relationship |
| OTS: Default User Role | User UI | Determines the user's default role in Oracle TeleSales. | SARU | N/A |
| OTS: Default User Sales Group | User UI | Determines the user's default sales group in Oracle TeleSales. | SARU | N/A |
| OTS: Display Customer Profile | Customer Settings | A setting of Yes enables the customer profile area of the eBusiness Center. A setting of No means the fields are disabled. | SARU | No |
| OTS: Display Interaction History in Expanded Mode | Interaction History | Determines whether to display Interaction History in expanded mode or not. | SARU | No |
| OTS: Dump UWQ Params | Debug | Setting this profile dumps the parameters from UWQ into the Oracle TeleSales log file. This is used for debug purposes only. | SARU | No |
| OTS: Enable Dialing from eBusiness Center | Miscellaneous Functional | Yes enables dialing the soft phone by double-clicking the phone number. Oracle Advanced Inbound must be implemented. | SARU | No |
| OTS: Enable Email Center Integration | Application Integration | If set to Yes, then Oracle eMail Center is implemented, and the agent is assigned the eMail Center role, the agent can click an e-mail address to open an e-mail addressed to the customer and send it using the eMail Center. If set to No, then the agent's default e-mail client opens. Profile can be set at site, application, and responsibility levels. It is not a user profile. | SAR | No |
| OTS: Enable Integrated Telephony Login | Application Integration | If set to Yes, then the choices Telephony Login and Telephony Logout appear on the Tools menu of the eBusiness Center form. If the profile is not set, it functions as No. Based on the value of the profile Customer Care: Telephony Screen Pop Mode, the Oracle Telesales profile value is validated. | SARU | Null |
| OTS: Enable SQL Tracing | Debug | To enable or disable SQL tracing. This is for debug purpose only. | SARU | No |
| OTS: Enable Web Collaboration | Application Integration | Set to Yes to be able to start an web collaboration from the Action menu. | SAR | No |
| OTS: Honor Interactions Profiles When CTI is Enabled | Integration History | Enable start of Interaction History in CTI mode | S | N/A |
| OTS: Identifying Address | Customer Settings | A Yes setting sets the address displayed in the header to be the identifying (primary) address for the party. | SARU | Yes |
| OTS: Interactions-Default Action | Interaction History | Creates a default interaction activity. When this profile is not set, the interaction is handled the same as Query. | SARU | Collaboration |
| OTS: Interactions-Default Action Item | Interaction History | The application uses the default action item set in this profile together with the default action set in the profile OTS: Interaction -Default Action whenever the user does not perform an action required to wrap up an interaction. The default is set at the system level. Option can be set at system, application, responsibility, and user levels. If the default value for the profile option is removed, then the application functions as if the value is the module name where the interaction is started. For example, if an interaction is started in opportunity center, then it is Opportunity. |
SARU | Customer |
| OTS: Interactions-Default Outcome | Interaction History | This profile determines the default value of the Outcome field in the wrap-up window. If this profile is not set, then the outcome is handled as No Answer. This is also the value the application uses for outcomes of interactions that are ended automatically. The application uses this value if there is no outcome associated with the campaign activity for this interaction. If there is a campaign associated with the interaction, then the application uses the outcome for that campaign activity. If the default value for the profile option is removed, then the application functions as if the value is Outcome with outcome id = 1 (No Answer). |
SARU | Not Available |
| OTS Interactions-Enable Auto Wrap-Up | Interaction History | When set to Yes, an interaction wraps up automatically without the display of the wrapup window. | SARU | No |
| OTS Interactions-Enable Automatic Start | Interaction History | Enables automatic interaction tracking within Oracle TeleSales. A setting of No limits agents to starting interactions manually. | SARU | No |
| OTS Interactions-Enable Change Activity | Interaction History | Enables change of action and action item of system generated activities. | SAR | No |
| OTS: Interactions-Generate Collateral Activity | Interaction History | Enables the generation of collateral related activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Customer Activity | Interaction History | Enables the generation of customer related activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Event Activity | Interaction History | Enables the generation of event related activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Lead Activity | Interaction History | Enables the generation of lead activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Opportunity Activity | Interaction History | Enables the generation of opportunity activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Query Activity | Interaction History | Enables the generation of query activity through interaction history. | SARU | No |
| OTS: Interactions - Generate Service Request Activity | Interaction History | Enables the generation of service request activity through interaction history. | SARU | No |
| OTS: Interactions-Generate Task Activity | Interaction History | Enables the generation of task activity for interaction. | SARU | No |
| OTS: Interactions - Maximum Multiple Interactions | Interaction History | Controls the total number of simultaneous interactions that can be tracked | SARU | 1 |
| OTS: Interactions - Prompt for Wrapup | Interaction History | Set to yes if you want users to be prompted to close the current interaction when they start another simultaneous interaction. | SARU | Yes |
| OTS: Interactions-Record Media Item ID | Interaction History | Enables the recording of media item ID in interactions and activities. | SARU | Yes |
| OTS: Interactions-Start On Query | Interaction History | When interaction is enabled, setting this profile to Yes, starts an interaction when a record is queried. | SARU | No |
| OTS: JSP Details from OTS | Application Integration | By setting the profile, the user can allow JSP details in the TeleSales Application. If not set it is defaulted to No. The profile needs to be set to Yes to use the Sales Tools or view the source code from Marketing. | SAR | N/A |
| OTS: Lead and Opportunity Center Party Relationship Interaction | Miscellaneous UWQ Settings | Enables the capture of interactions in the Lead and Opportunity Centers at the party relationship level. If this profile is set to No, only organization level interactions are created. If this profile is set to Yes, then party relationship level interactions can be created. |
S | No |
| OTS: Marketing List All Campaigns | Miscellaneous UWQ Settings | Determines whether all or only assigned campaigns are displayed in the Marketing List node in the UWQ. | SARU | No |
| OTS: Match DNIS FOR Source Code | Miscellaneous UWQ Settings | Set Yes for UWQ to search source codes by DNIS. | SARU | No |
| OTS: Max Interactions Displayed | Interaction History | Determines the maximum number of interactions to display in the overview tab. The default is set at the system level. Option can be set at system, application, responsibility, and user levels. If the default value for the profile option is removed, then the application functions as if the value is 10. |
SARU | 10 |
| OTS: Minimum Number of Characters for Lookup | Search UI | Improves search performance by forcing agents to use a minimum number of characters for their searches. The recommended number to specify is three. | SARU | None |
| OTS: Number of Active Saved Lists | Search | Agents can create their own lists using Universal Search and save them to be used in Universal Work Queue. This profile option restricts the number of active lists users can have for each of the following business objects: Collateral, Customer Key, Event, Lead, Opportunity, Organization, Party Relationship, Person, Quote, Smart Search, and Source Code. | SARU | 10 |
| OTS: Number of Months to View Notes and Interactions | Notes | Default value for months of notes/interactions to view. If the default value for the profile option is removed, then the application functions as if the value is 1. |
SARU | 1 |
| OTS: Number of Records Per Saved List | Search | Sets the maximum number of records a user can save when saving a search performed in Universal Search as a list. What records are saved depends upon the sort order for the search. | SARU | 100 |
| OTS: Opportunity History Expanded Display | Opportunity UI | Set to Yes to display the Opportunity History log with all nodes expanded. Set to No to display in collapsed format. | SARU | Yes |
| OTS: Order History - Default value for the Filter | Orders | Sets the Order tab Filter By value. Valid values are Order Status, Order Type, Order Source, or null. | SARU | N/A |
| OTS: Order History - Number of Months to Display Orders | Orders | Determines the number of months to default for querying orders in the eBusiness Center. | SARU | N/A |
| OTS: Order Source Code | Orders | Enables ordering of collateral through order capture. | SARU | TeleSales Collateral |
| OTS: Primary Contact Role Flag | Contacts UI | Decides whether a role type is automatically flagged as primary or not in the Org Contact Roles window. | SAR | Yes |
| OTS: Relate Account to Tasks and Notes | Notes Tasks |
Set to Yes to automatically add the account displayed in the eBusiness Center header as related to or referencing the task being created. Profile can be set at the site, application, and responsibility levels. | SAR | No |
| OTS: Relationship Plans - Enable Relationship Plans | Application Integration | Set to Yes to enable the relationship plans popup window from Oracle TeleService. | SARU | N/A |
| OTS: Sales Order Default Address Source | Orders | Determines the bill-to and ship-to party sites. | SR | Oracle TeleSales |
| OTS: Script Language | Scripting | Select the language to be used for scripts. If profile is not set, then the language is AMERICAN. | SARU | AMERICAN |
| OTS: Script Launch on Interaction | Scripting | Enables launch of scripting at the start of interaction. | SARU | N/A |
| OTS: Script Launch on UWQ Delivery | Scripting, Miscellaneous UWQ Settings | Enables launch of scripting at UWQ delivery. | SARU | N/A |
| OTS: Scripting-Apply Security for Suspended Scripts | Security | Determines if users can view and resume scripts that are suspended by other users. If set to Yes, then a user can only resume a script he suspended. If set to No, then a user can resume any script. | SARU | No |
| OTS: Scripting-Default Script | Scripting | Sets up a default script that is automatically started during call delivery. | SARU | N/A |
| OTS: Scripting Installation | Scripting | Enables the running of Oracle Scripting Embedded in Oracle Forms if scripting is installed. | SARU | No |
| OTS: Show Campaign and Offer Names Instead of Codes | Opportunity UI, Leads UI | If set to yes, displays the campaign and offer name instead of the campaign code. | SARU | No |
| OTS: Task Details-Query Task By | Tasks | Set to Source to display tasks based on the origin of the task. Set to Reference to display any tasks related to the customer. | SARU | Source |
| OTS: URL to Display a Map of the Address | Deployment | Set a URL to display a map of the address in the Address Tab of eBusiness Center | SARU | N/A |
| OTS: URL Web Collaborate Start Page | Deployment | Set to the URL that must be used for the web page for web collaboration. | SAR | N/A |
| OTS: Use Primary Address to Create Lead in UWQ | Miscellaneous UWQ Settings | Defines the primary address for a new lead. | SARU | N/A |
| OTS: Use Primary Address to Create Opportunity in UWQ | Miscellaneous UWQ Settings | Defines the primary address for a new opportunity. | SARU | N/A |
| OTS: UWQ - Auto Launch Lead and Oppty Center | Miscellaneous UWQ Settings | Enables the launch of the Lead Center and Opportunity Center from the UWQ. | SARU | N/A |
| OTS: UWQ Default Source Code | Miscellaneous UWQ Settings | Defines the Source Code to be used during Advanced Inbound Screen Pop | SARU | N/A |
| OTS: UWQ - Display Source Code and Name for Opportunity Nodes | Opportunity UI | Controls the display for opportunities in the UWQ. Valid values are None, Source Code Only, and Source Code and Name. | SARU | None |
| OTS: Validation Level for Sales Leads | Debug | Sets validation level for Sales Leads module used for debugging. | S | 90 |
| Task Manager: Default Assignee Status | Tasks UI | Sets the default task status in the Task Assignment window | SARU | Accepted |
| Task Manager: Default Priority | Tasks UI | Sets the default task priority in the Task tab of the eBusiness Center | SARU | Medium |
| Task Manager: Default Task Status | Tasks UI | Sets the default task status in the Task tab of the eBusiness Center | SARU | Open |
| Task Manager: Default Task Type | Tasks UI | Sets the default task type in the Task tab of the eBusiness Center | SARU | Meeting |
| Task Manager: Owner Type for Task | Tasks | Sets the owner type for a task. | SARU | N/A |