Working with the Sample Transaction Homepage
The Sample Transaction Homepage is the starting point for managing sample transactions.
NOTE: Your company administrator can customize the layout of your Sample Transaction 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.
Before you begin. To work with sample transactions, your user role must include the Enable Basic Samples Operations privilege and the Enable Samples Adjustment privilege.
Creating a Sample Transaction
You can create the following types of sample transactions:
You cannot create the following types of sample transactions because Oracle CRM On Demand generates them automatically whenever sales representatives drop samples during sales calls:
Working with Sample Transaction Lists
The Sample Transaction List section shows a number of filtered lists. Filtered lists are subsets or groups of records that allow you to limit the number of records to work with at a time. 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 sample transactions.
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. So, you cannot edit or delete them.
Viewing Recent Sample Transactions
The Recently Modified Sample Transactions section shows the sample transactions most recently modified. Click the Show Full List link to expand the list.
Adding Sections to Your Sample Transaction Homepage
If your user role includes the Personalize Homepages privilege, you can add some or all of the following sections to your Sample Transaction Homepage:
To add sections to your Sample Transaction Homepage
See the following topics for related information about sample transactions:
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