Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with the Special Pricing Request Homepage

The Special Pricing Request Homepage is the starting point for managing special pricing requests.

NOTE: Your company administrator can customize the layout of your Special Pricing Request Homepage. In addition, if your user role includes the Personalize Homepages privilege, you can add sections to the page and remove sections from the page.

Creating a Special Pricing Request

You can create a special pricing request by clicking the New button in the Recently Modified Special Pricing Request section. For more information, see Creating Records and Special Pricing Request Fields.

Working with Special Pricing Request Lists

The Special Pricing Request Lists section shows a number of lists. Oracle CRM On Demand comes with a set of standard lists. All standard lists are public and visible to everyone. You and your managers can create additional lists, based on different criteria. These custom lists appear above the standard set of lists.

The following table describes the standard lists for Special Pricing Requests.

Special Pricing Request List

Description

All Special Pricing Requests

This list displays all records to which you have visibility, regardless of who owns the list. It does not filter special pricing requests.

Recently Created Special Pricing Requests

Filters all special pricing requests, sorted by the created date.

Recently Modified Special Pricing Requests

Filters all special pricing requests, sorted by the modified date.

My Special Pricing Requests

Filters special pricing requests with your name in the Owner field.

My Recently Created Special Pricing Requests

Filters special pricing requests with your name in the Owner field, sorted by the created date.

My Recently Modified Special Pricing Requests

Filters special pricing requests with your name in the Owner field, sorted by the modified date.

All Pending Special Pricing Requests

Filters all special pricing requests with the approval status of Pending Approval or the claim status of Claim Submitted.

My Pending Special Pricing Requests

Filters special pricing requests that you own with the approval status of Pending Approval or the claim status of Claim Submitted.

My Approved Special Pricing Requests

Filters all approved special pricing requests that you own.

Special Pricing Requests Pending My Approval

Filters special pricing requests that have the approval status of Pending Approval or the claim status of Claim Submitted, and you are the next approver.

To view a list, click the list name.

To create a new list, click New. For more information about creating lists, see Creating and Refining Lists.

To review all available lists, create a new list, or view, edit, or delete an existing list, click Manage Lists. The Manage Lists page also includes the standard lists delivered with Oracle CRM On Demand. These lists are view-only, therefore you cannot edit or delete them.

Viewing My Recently Modified Special Pricing Requests Section

The My Recently Modified Special Pricing Requests section shows the special pricing requests that you own and were recently modified. To expand the list, click Show Full List.

Viewing My Pending Special Pricing Requests Section

The My Pending Special Pricing Requests section shows all of the special pricing requests that you own with the approval status of Pending Approval or the claim status of Claim Submitted. To expand this list, click Show Full List.

Adding Sections to Your Special Pricing Request Homepage

If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Special Pricing Requests Homepage:

  • Special Pricing Request Lists
  • All Pending Special Pricing Requests
  • Recently Created Special Pricing Requests
  • Recently Modified Special Pricing Requests
  • My Pending Special Pricing Requests
  • My Approved Special Pricing Requests
  • My Recently Created Special Pricing Requests
  • My Recently Modified Special Pricing Requests
  • Special Pricing Requests Pending My Approval
  • One or more report sections (Your company administrator can make report sections, such as the Special Pricing Request Analytics Report, available on your Special Pricing Requests Homepage.)

To add sections to your Special Pricing Requests Homepage

  1. On the Special Pricing Requests Homepage, click Edit Layout.
  2. On the Special Pricing Requests Homepage Layout page, click the arrows to add or remove sections and to organize the sections on the page. Then click Save.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.