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Oracle Sales Offline Implementation Guide
Release 12.1
Part Number E13565-04
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Oracle Sales Offline Implementation Guide

Contents

Title and Copyright Information

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Preface

Introduction to Oracle Sales Offline

Oracle Sales Offline Overview
Oracle Sales Offline Prerequisites
Template Versioning and Upgrading Oracle Sales Offline Templates
Oracle Sales Access
Date Picker for Oracle Sales Offline
Oracle Sales Offline Features
Downloading the Oracle Sales Offline Application
Multi-Operating Unit Access
      Sync Preferences Form
      Sync Preference Product Information
      Existing Quotes in Sales Offline
      New Quotes in Sales Offline
      Defaulted Attributes
      Opportunities in Oracle Sales Offline
Version and Template Identification
Synchronization in Secure Socket Layer (SSL) Environment
Multiple Mid-Tier Instance
Forecast Information
Conflict Resolution
Non-Validated Records

Implementing Oracle Sales Offline

System Administration Tasks
Configuring Tab Display (Optional)
Customizing Hot Keys
      Task Summary Sheet
Oracle Sales Offline Profile Categories
System Profile Options Used by Oracle Sales Offline
      General System Profiles
      User Preference Profiles
      Synchronization Time Profile
      Price List Lines Profile
      Profiles Deleted from Sales Offline
      Oracle Sales Offline/Oracle Sales Profiles
      Downloaded Online Application Profiles
      Quote Profiles
      Opportunity Profile
      Improve Summary Sheet Load Time Profiles
      Synchronization Profile
      SSO Profiles
      Defaulting Contact and Address Profile
      Profiles for Compression
      Profiles for Updating the Lead/Opportunity Owner
      Timezone Profile
Troubleshooting Tips

Descriptive Flexfield Information

Descriptive Flexfields
Oracle Sales Offline Opportunity and Lead Flexfields
Oracle Sales Offline Organization, Person and Contact Flexfields
Oracle Sales Offline Task Flexfields
Oracle Sales Offline Quoting Flexfields

Index