This appendix covers the following topics:
This guide contains a brief overview of the Home Page and Calendar and provides examples specifically related to Oracle Trade Management. For detailed information about these products, see the Oracle Common Application Calendar User Guide and the Oracle Common Application Calendar Implementation Guide.
Use the information in this section to learn about the following features:
Tools
Marketing
News and Encyclopedia
Resources and Reports
The Tools page contains links to External Tools and Internal Tools. External tools include all the links and applications that you can access from outside Oracle Trade Management. The options that appear here depend upon the implementation setups.
Internal Tools include the following:
Territory Lookup: Enables you to find an organization and know which territory it belongs to.
Events: Enables you to search for records of active events.
The Marketing page includes links to the following information. The options that appear here depend upon the implementation setups.
Deliverables: Includes category wise links to lists of all the deliverables that exist within Oracle Trade Management.
Event Schedules: Includes categorizes links to lists of all the event schedules that exist within Oracle Trade Management.
Offers: Includes links to all the offer types that exist within Oracle Trade Management. You can view the list of all offers belonging to a particular offer type by clicking on the relevant link. For example, click the Accrual link to view all accrual type of offers that have been created.
Campaign Schedules: Includes category wise links to lists of all the campaign schedules that exist within Oracle Trade Management.
Pricelists: Includes links to all the pricelists. The pricelists are classified based on their currency type. All the pricelists that are of a specific currency type are grouped accordingly. To view all the pricelists of a specific currency, click the respective currency. For example, click Australian Dollar to view all the pricelists that have currency type = Australian Dollars.
Products: Includes a category wise listing of all the products that exist within Oracle Trade Management
You can access the latest news from the News page. The information that appears here is based on the news preferences setting in your organization.
The Encyclopedia page contains links to My Channels, Categories, Publish, and Administration. The Encyclopedia sub tab is set up by using the Oracle Marketing Encyclopedia System. The options that appear here depend upon the implementation setups. The following sections briefly describe the significance of each of these links, and the tasks that you can perform.
Channels are the lowest level in the hierarchy of categories that contain published items. My Channels screen displays all the categories and channels to which you have subscribed. The My Channels link includes the following:
My Group Channels: Enables you to view information such as links and reports with respect to a specific channel of information. For example, you can view information and useful links related to a specific channel, say, Sales and Marketing.
My Territories: Enables you to view different territory hierarchies.
My Messages: Enables you to view all your messages.
My Published Items: Published items are all the items such as notes and tasks that have been published. Publishing items to a specific team or group enables all the team members belonging to the group to view these items. My Published Items enables you to remove published items from the repository and select a specific item to edit by clicking on it.
Categories are a means to store, organize, and distribute different types of content items such as Company News, Marketing, and Sales in the Oracle Marketing Encyclopedia System repository. The Categories page enables you to view category wise information that is related to your organization. The options that appear here depend upon the implementation setups. It also contains links from where you can access your messages, notifications, and approvals.
The Publish page enables you to publish an item type of a file, URL, or a message to various categories or groups.
The Administration page enables you to perform the following tasks:
Create and manage content types for published items.
Create and manage new categories, and groups.
Establish hierarchical relationship among categories.
Create and manage perspectives for published items.
Create and assign properties to new channels, and edit and remove existing channels.
Assign channel access privileges, and user and group privileges.
The Resources page enables you to search for Employees, Groups, and Teams. You can perform the following tasks by using this option:
Search for an employee, and view the employee details along with the organization structure. You can view and add skill sets to the employee's profile. You can view the Role History of the employee and find out in what capacities the person has worked in your organization. You can also view the list of groups of which the employee is or has been a member of.
Search for a specific group, and view the group details such as the list of members belonging to specific group. You can view the group hierarchy including the child and parent groups if they exist. You can also view a list of all the group members.
Search for employees with a specific set of roles. For example, you can find a list of employees who are the Managers and also the Administrators.
Search for teams and view team-related information.
The Reports page includes a number of reports that are related to the business activities of your organization. You can access these reports by navigating to Home Page > Reports.
Calendar enables you to create and manage appointments for your activities. By using the calendar, you can:
Choose from the different calendar views, and view public calendars.
Create and view notes and attachments.
View availability of other team members, and send them e-mails.
Create and view appointments for current and future dates.
The different calendar views that are available are Daily, Weekly, Monthly, and Yearly, and Combination. The calendar view that you select determines the manner in which the dates and appointments will be displayed. For example, if you select Daily, you can view the calendar for the current day only, whereas if you select Weekly, you can view the calendar for the current week.
Combination view enables you to see the calendar for the current day and a list of all your tasks. You can view the task details, and also create or remove tasks from this screen.
By using the calendar, you can check the availability of a team member. You can must add team members to your calendar in order to view their availability.
To add new team members to your calendar and check their availability, log into Oracle Trade Management as Oracle Trade Management User.
Navigation: Calendar > Views > Availability.
If there are any existing team members, you can see their names, and their schedules for the current day. All the time periods without appointments are highlighted as Available.
Notes:
Add Resource: Use this option to add a new team member to your calendar.
Public calendars are group calendars that can be accessed by members of a particular group. For example, the sales management team in an organization can have a public calendar called Management Calendar that includes meeting and presentation appointments for all the managers. Each of the managers can subscribe to this group to view the activities that are related to this calendar.
See the Common Components chapter for information on how you can subscribe to public calendars.
When you create an appointment, you will receive e-mails reminding you about the appointment.
To create an appointment, log into Oracle Trade Management as Oracle Trade Management User.
Navigation: Calendar > Views > Appointments.