Oracle® Fusion Applications Customer Data Management Implementation Guide 11g Release 1 (11.1.1.5.0) Part Number E20433-01

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24 Common Customer Data Management Configuration: Manage Calendar Profile Option

This chapter contains the following:

Creating the CRM Common Calendar: Worked Example

Creating the CRM Common Calendar: Worked Example

The Oracle Fusion Customer Relationship Management (CRM) common calendar is used across CRM applications. The calendar utilizes the Accounting Calendar Default profile option that is not set when the delivered product is installed. First, create an accounting calendar with calendar periods appropriate for your CRM needs, and give it a unique name, CRM Calendar, for example. Then, you must specify that calendar in the Accounting Calendar Default profile option. Oracle Fusion Functional Setup Manager (FSM) is used to do both these tasks.

Creating the Accounting Calendar

1. On the Functional Setup Manager (FSM), Overview page, All Task tab, select the Task List and Tasks topics to search for tasks containing Accounting Calendar
2. Manage Accounting Calendars will show up in the results box. Click the Go To Task icon.
3. On the Managing Accounting Calendars page, click the Create icon.
4. Fill in the required fields as appropriate for the calendar and click Next. Make note of the name utilized as this will be required in the next topic.

   Note

   When creating the calendar, the first calendar date should be the first date of the period of the oldest historical data on which you will be reporting. For example, if you were to select January 1, 2010 as your first calendar date, you would only be able to enter or import historical data associated with this date and beyond.

5. Insure that the calendar data is correct and click Save.

Managing the CRM Common Calendar Profile Option

The calendar profile option needs to be associated with the new accounting calendar. Follow these steps:

1. Navigate to the FSM Overview page, All Tasks tab, and search on Calendar.
2. Locate Manage Calendar Profile Option and click Go To Task.
3. Manage Calendar Profile Option page, locate the ZCA_COMMON_CALENDAR: Profile Values sub page and click the one profile option value line.
4. Click the drop down for Profile Value and select the calendar name that you created above. Click Save and Close.

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