13 Oracle Fusion Sales Forecasting Extensibility

This chapter contains the following:

Oracle Fusion Sales Forecasting Extensibility : Overview

Customizing Oracle Fusion Sales Forecasting Pages : Explained

Oracle Fusion Sales Forecasting Extensibility : Overview

Read this chapter to learn about how to extend objects and pages that belong to Oracle Fusion Sales Forecasting. In this chapter, you will learn about:

Each Oracle Fusion Sales Forecasting object, and how to extend those objects using Oracle Fusion CRM Application Composer

Customizing Oracle Fusion Sales Forecasting Pages : Explained

You can customize a variety of regions in Oracle Fusion Sales Forecasting using the Oracle Fusion CRM Application Composer. The Application Composer lets you create custom fields and objects, which you then add for display in the runtime Sales Forecasting application. To access the Application Composer, select Application Composer from the Navigator menu, under the Tools category.

Understanding Which Oracle Fusion Sales Forecasting Pages Are Extensible

To customize Sales Forecasting pages, you need to know which pages and regions are extensible, and which objects to select in the Application Composer to customize those pages.

The Oracle Fusion Sales objects that are associated with Sales Forecasting pages are:

Forecast Item
Forecast Territory Details

This table lists Sales Forecasting pages and regions, and the related objects that you can access in the Application Composer to customize those pages. For example, the Forecast Items tab on the Edit Forecast page is extensible. To create custom fields that you can later add to the Forecast Items tab, you must select the Forecast Item object in the Application Composer and create your custom fields.

Sales Forecasting Page	Sales Forecasting Region	Application	Underlying Business Object
Edit Forecast page	Territory Details region (expand the Show More option)	Sales	Forecast Territory Details
Edit Forecast page	Forecast Items tab	Sales	Forecast Item (child of Forecast Territory Details)

Next, expose those custom fields on the Forecast Items tab by accessing the appropriate Application Composer configuration page, listed in the following section.

Note

To make only minor user interface changes to Sales Forecasting pages without creating new objects or fields, use Page Composer instead of the Application Composer.

Adding Your Changes to the Runtime Application

To add custom fields to the Sales Forecasting regions listed in the table above, first create your custom fields using the Application Composer. Next, use the Application Composer's configuration pages to add those custom fields to the desired Sales Forecasting regions. You access the configuration pages in the Application Composer from the Pages node under the Forecast Territory Details object.

To access the Pages Overview page:

Select the Sales application on the main Overview page.

In the object tree, select the Forecast Territory Details object.

Select the Pages node.
On the Pages Overview page, select the configuration page hyperlink related to the Sales Forecasting region that you want to customize.

This table indicates which Sales objects populate which Sales Forecasting pages and regions, as well as the Application Composer configuration pages where you can make user interface changes on those pages and regions.

Business Object	Configuration Page in Application Composer	Related Sales Forecasting Page	Related Sales Forecasting Region
Forecast Item (child of Forecast Territory Details)	Select the Pages node for the Forecast Territory Details object, select the Forecast subtab row, and click the Edit icon to navigate to the Edit Subtab: Child or Related Object page.	Edit Forecast page	Forecast Items tab
Forecast Territory Details	Select the Pages node for this object, then click Edit Summary Form.	Edit Forecast page	Territory Details region Note To view your custom fields in the Territory Details region, you must expand the Show More option which appears above the Forecast Items tab.