General Behavior
When a new item is created in Oracle Sales and Marketing, a corresponding item is created in Schedule+. Any changes to this item (including delete) will be reflected in the corresponding item in Schedule+. If Schedule+ is not properly installed or the user's Schedule+ access permission is not correct, an error message is generated, but the insert/update/delete of the activity will still go through in Oracle Sales and Marketing. Any errors in the synchronization of a single Oracle Sales and Marketing To Dos are corrected later when the user performs the mass synchronization between Oracle Sales and Marketing and Schedule+, assuming that the setup issues with have been fixed by the user.
To perform a synchronization of your To Dos appointments with Schedule+:
1. Choose the Schedule+ button on the To Dos Detail window.
A model synchronize window will appear.
2. Choose the appropriate criteria to limit the number of records that are synchronized. There are four possible choices:
(Last) Update Date: Date range
Status: Closed, open, don't care
- Access: Personal, public, don't care.
3. Choose the appropriate check box to help control the synchronization process. There are three possible choices:
Save: If this check box is checked, the last synchronize criteria is saved in the database. The criteria saved becomes the default for the next synchronization process you perform.
Recreate: If this box is checked and if an item existing in both OSM and Schedule+ is deleted from one place, the item will be recreated during synchronization. If it is unchecked, the item is deleted from whichever place it remains.
Allow Overlap: This check box controls the creation of overlapping schedules. If it is unchecked, any new record in Oracle Sales and Marketing that overlaps with an item in Schedule+ will be ignored (and vice versa).
Attention: If an appointment, which exists in both Oracle Sales and Marketing and Schedule+, is later converted into a task in Oracle Sales and Marketing (i.e., one or both, the time fields are set to null); then the corresponding Schedule+ item is deleted.
