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