Oracle Sales Offline Implementation Guide

Contents

Title and Copyright Information

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Introduction to Oracle Sales Offline

Oracle Sales Offline Overview

Oracle Sales Offline Prerequisites

Template Versioning and Upgrading Oracle Sales Offline Templates

Oracle Sales Access

Date Picker for Oracle Sales Offline

Oracle Sales Offline Features

Downloading the Oracle Sales Offline Application

Multi-Operating Unit Access

Sync Preferences Form

Sync Preference Product Information

Existing Quotes in Sales Offline

New Quotes in Sales Offline

Defaulted Attributes

Opportunities in Oracle Sales Offline

Version and Template Identification

Synchronization in Secure Socket Layer (SSL) Environment

Multiple Mid-Tier Instance

Forecast Information

Conflict Resolution

Non-Validated Records

Implementing Oracle Sales Offline

System Administration Tasks

Configuring Tab Display (Optional)

Customizing Hot Keys

Task Summary Sheet

Oracle Sales Offline Profile Categories

System Profile Options Used by Oracle Sales Offline

General System Profiles

User Preference Profiles

Synchronization Time Profile

Price List Lines Profile

Profiles Deleted from Sales Offline

Oracle Sales Offline/Oracle Sales Profiles

Downloaded Online Application Profiles

Opportunity Profile

Improve Summary Sheet Load Time Profiles

Synchronization Profile

SSO Profiles

Defaulting Contact and Address Profile

Profiles for Compression

Profiles for Updating the Lead/Opportunity Owner

Timezone Profile

Troubleshooting Tips

Descriptive Flexfield Information

Descriptive Flexfields

Oracle Sales Offline Opportunity and Lead Flexfields

Oracle Sales Offline Organization, Person and Contact Flexfields

Oracle Sales Offline Task Flexfields

Oracle Sales Offline Quoting Flexfields

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