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34 Define Extensions for Sales

This chapter contains the following:

Managing Job Definitions: Highlights

Managing List of Values Sources: Highlights

Customization and Sandboxes

Customizing Sales Pages Using Oracle Composer: Explained

Customizing Customer Center Pages Using Oracle Composer: Explained

Customizing Partner Management Pages Using Oracle Composer: Explained

FAQs for Customization and Sandboxes

Managing Job Definitions: Highlights

Oracle Enterprise Scheduler jobs are run in Oracle Fusion Applications to process data and, in some cases, to provide report output. A job definition contains the metadata that determines what the job does and what options are available to users who run the job. You can create and maintain job definitions for use in Oracle Fusion Applications.

Managing job definitions is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including job definitions, from Oracle Enterprise Manager Fusion Applications Control. You can also access job definitions by starting in the Setup and Maintenance Overview page and searching for the Enterprise Scheduler job tasks for your applications.

Selecting the Appropriate Implementation Task

Each Enterprise Scheduler job definition task uses one Java EE application, which is referenced in the task name. You must use the right task because, to access the product job definition that you want to view or work on, the view objects must be contained in the application. If you do not select the right task, then the job definition will not be displayed properly or function correctly. The application name is usually the same as the product that the job definition belongs to, but not always.

For example, the Oracle Fusion Payables Java EE application contains the Oracle Fusion Expenses product view objects. To create or maintain a job definition for use in Expenses, you select the Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task.
In another example, the Oracle Fusion Payments product view objects are contained in both Oracle Fusion Payables and Oracle Fusion Receivables Java EE applications. You need to select the task appropriate to the job definition for Payments. Use the Manage Custom Enterprise Scheduler Jobs for Receivables and Related Applications task if the job is for receivables functionality, or the Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task if the job is for payables functionality.
Use the task description to see the products that correspond to the Java EE application specified in the task name. For example, the description for the Payables task lists Oracle Fusion Payables, Assets, Expenses, and Payments.

You can view task descriptions in the help window for the task, if any, or in the generated setup task lists and tasks report from the Getting Started page.
If you have access to the Manage Task Lists and Tasks page, you can also open the details for specific tasks to see the description.
For general information about product and Java EE application relationships, use Oracle Enterprise Manager Fusion Applications Control (Fusion Applications Control).
See: Topology Section

Viewing and Creating Job Definitions

You can access predefined and custom job definitions.
See: Viewing Job Definitions
You can create jobs based on Java, PL/SQL, or any other supported technology.
See: Creating a Job Definition

If you are using the Setup and Maintenance work area, then the Enable submission from Enterprise Manager check box is available for the job definition.

If you do not select this check box, then the job cannot be run from Enterprise Manager.
If you select this check box, then you can define parameters for this job definition only in Enterprise Manager. Save the rest of your work on the job definition, and then go to Enterprise Manager if you need to define parameters.

Managing List of Values Sources: Highlights

A list of values source for Oracle Enterprise Scheduler job definitions determines where a list of values comes from and what the specific values are. These lists of values are used in parameters and user properties of job definitions. For example, you can use a source of country values for a Country job parameter.

Managing list of values sources is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including list of values sources, from Oracle Enterprise Manager Fusion Applications Control. You can also access list of values sources by starting in the Setup and Maintenance Overview page and searching for Enterprise Scheduler job tasks.

Registering and Searching for List of Values Sources

Create list of values sources to register them for use in job definitions.
See: Registering Sources for Lists of Values
Search for list of values sources to edit or delete, or to make sure a particular source does not already exist before you create it.
See: Searching for List of Value Sources

Customization and Sandboxes

Customizing Pages Using Oracle Composer: Highlights

You can customize dashboards and some work areas, where available, for all or some users based on a selected customization layer, for example only for users in a specific country or with a specific job role. When you select to customize a page from the Administration menu in the global area, you invoke Oracle Composer, which enables the customization. The Administration menu is only available if you have appropriate roles.

From the same menu, you can also access the Customization Manager, which displays a list of components in the current page and details about the layers in which each component is customized. You can also access sandboxes from the Administration menu, to make customizations to a runtime use session before deploying your changes to the mainline.

Customizing pages using Oracle Composer, the Customization Manager, and sandboxes are described in the Oracle Fusion Applications Extensibility Guide.

Editing Pages

Customizations that you can make to existing pages include adding content and changing layout.
See: Editing a Page in Oracle Composer
You can also update display and other options for specific components within the page.
See: Editing Component Properties in Oracle Composer

Customization Manager

Use Customization Manager to analyze and diagnose customization metadata, and to perform customization related tasks that cannot be done in the user interface, for example to revert customizations to a previous version. You can also do direct customization by manipulating the metadata and uploading it back.
See: Using Customization Manager to Manage Runtime Customizations

Sandboxes

Create or select an appropriate sandbox, and set it as active to capture your customizations using Oracle Composer. When you are ready, you publish the sandbox to make your changes available to users.
See: Using the Sandbox Manager

Customizing Sales Pages Using Oracle Composer: Explained

In Oracle Fusion Sales, you can customize the Sales dashboard, as well as transactional pages, using Oracle Composer. To access Oracle Composer, navigate to the Sales dashboard or other application page, and select to customize that page from the Administration menu or Personalization menu in the global area. You can also access Oracle Composer by selecting Customization Manager from the Administration menu.

Available Customization Options

When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.

The customizations that you make to application pages in Oracle Fusion Sales are applied based on your layer selection:

Site
Your customizations are visible to all users.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users.

External users could be your partners or anonymous users. Internal users could be your employees.
Job Role
Your customizations are visible to users who have the selected job role.

If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.

Note

Users can customize their own application pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.

Oracle Composer provides two views for working with page content: Design View and Source View. In general, applications within Oracle Fusion CRM leverage only Design View, which provides a WYSIWYG rendering of the page and its content. With Design View, controls are directly selectable on each component.

This table lists the types of customizations available for Oracle Fusion Sales.

Oracle Fusion Sales Page	Customization Task
Sales dashboard	Add new content to the dashboard from the Resource Catalog.
Sales dashboard	Delete a region from the dashboard. Note You can later add the region back to the dashboard using the Resource Catalog.
Sales dashboard	Change the page layout.
Sales dashboard	Show and hide regions on a page: Show and hide dashboard regions by selecting the Show Component check box on the Display Options tab in the Component Properties dialog for the container. Tip You might have to scroll down to see the Show Component check box.
Sales dashboard	Move regions on a page: Move regions by dragging and dropping them. Move new regions by clicking the Add Content button in the desired column, selecting your new content, and then moving it up or down using the Options icon.
Sales dashboard Sales transactional pages	Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime.
Sales dashboard Sales transactional pages	Set which columns are visible and their ordering in tables, using the View > Columns menu.
Sales dashboard Sales transactional pages	Create or edit saved searches.

Customization Privileges Required

The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:

Sales Administrator
Marketing Operations Manager
Channel Partner Portal Administrator

Customizing Customer Center Pages Using Oracle Composer: Explained

In Oracle Fusion Customer Center, you can customize a set of pages using Oracle Composer. To access Oracle Composer, navigate to one of the pages available for customization and select to customize the page from the Administration menu in the global area. You can also access Oracle Composer by selecting Customization Manager from the Administration menu.

Available Customization Options

When you select to customize a page from the Administration menu in the global area, you launch Oracle Composer.

The customizations that you make to the customer profile are applied based on your layer selection:

Site
Your customizations are visible to all users.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users.

External users could be your partners or anonymous users. Internal users could be your employees.
Job Role
Your customizations are visible to users who have the selected job role.

If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.

You can customize any page that is both available in the Customer node, and has elements that can be modified at runtime (regions, tables, and saved searches). For example:

Create Customer page
Create Contact page
Contact profile
Customer profile

This table lists the types of customizations available for Oracle Fusion Customer Center.

Oracle Fusion Customer Center Page	Customization Task
Any page available on the Customer node, with elements that can be modified at runtime.	Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime.
Any page available on the Customer node, with elements that can be modified at runtime.	Set which columns are visible and their ordering in tables, using the View > Columns menu.
Any page available on the Customer node, with elements that can be modified at runtime.	Create or edit saved searches.

Oracle Fusion Customer Center Page

Customization Task

Any page available on the Customer node, with elements that can be modified at runtime.

Define which regions are open or closed by default.

Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime.

Any page available on the Customer node, with elements that can be modified at runtime.

Set which columns are visible and their ordering in tables, using the View > Columns menu.

Any page available on the Customer node, with elements that can be modified at runtime.

Create or edit saved searches.

Customization Privileges Required

The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:

Sales Administrator
Marketing Operations Manager
Channel Partner Portal Administrator

Contact your security administrator for details.

Customizing Partner Management Pages Using Oracle Composer: Explained

In Oracle Fusion Partner Management, you can customize a variety of pages using Oracle Composer. To access Oracle Composer, navigate to one of the Partner Management pages that is enabled for customization, and select to customize that page from the Administration menu or Personalization menu in the global area. You can also access Oracle Composer by selecting Customization Manager from the Administration menu. To customize the Partner Portal user interface (UI) shell, however, the Channel Partner Portal Administrator must use the customization links available in the Tasks pane on the Channel dashboard.

Available Customization Options

When you select to customize a page from the Administration menu in the global area, or from the Channel dashboard for certain pages, you launch Oracle Composer.

The customizations that you make to Partner Management pages are applied based on your layer selection:

Site
Your customizations are visible to all users.
External or Internal
Depending on your selection, your customizations are visible to either external or internal users.

External users could be your partners or anonymous users. Internal users could be your employees.
Job Role
Your customizations are visible to users who have the selected job role.

If a user has more than one job role, then the sequence in which customizations are applied is alphabetically ordered by job role name.

Note

Users can customize their own application pages by selecting Edit Current Page from the Personalization menu. Such customizations are visible only to the user who made the change.

Some pages, however, are accessible to anonymous users and are therefore not available for personalization by users. Instead, these pages can be customized only by administrators using Oracle Composer:

Partner Landing
Partner Registration
Partner Search

Note

Source View is available, however, only to those with the Channel Partner Portal Administrator job role. These administrators can use Source View to customize the Partner Portal UI shell only.

This table lists the types of customizations that are available, for each Partner Management page. You perform all customizations in Design View, except the task to customize the Partner Portal UI shell, which you perform in Source View.

Oracle Fusion Partner Management Page	Customization Task
Channel dashboard Partner dashboard	Add new content from the Resource Catalog.
Channel dashboard Partner dashboard	Delete a region from the dashboard. Note You can later add the region back to the dashboard using the Resource Catalog.
Channel dashboard Partner dashboard	Change the page layout.
Channel dashboard Partner dashboard	Show and hide regions on a page: Show and hide dashboard regions by selecting the Show Component check box on the Display Options tab in the Component Properties dialog for the container. Tip You might have to scroll down to see the Show Component check box.
Channel dashboard Partner dashboard	Move regions on a page: Move regions by dragging and dropping them. Move new regions by clicking the Add Content button in the desired column, selecting your new content, and then moving it up or down using the Options icon.
Channel dashboard Partner dashboard All PRM transactional pages	Define which regions are open or closed by default. Either close or open the region, and then exit Oracle Composer. The region's state is maintained and used by default at runtime.
Channel dashboard Partner dashboard All PRM transactional pages	Set which columns are visible and their ordering in tables, using the View > Columns menu.
Channel dashboard Partner dashboard All PRM transactional pages	Create or edit saved searches.
Partner Portal UI shell	Customize the Partner Portal UI shell in Source View, provided that you are assigned the Channel Partner Portal Administrator job role. You can change: UI shell header (for example, add new content, hide or show global hyperlinks, and hide, show, or add menu items) UI shell footer (for example, add links) Branding logo Branding text Menu display: use either the Fusion navigator or a tabbed style menu For example, to switch from the Fusion navigator to a tabbed style menu: In Oracle Composer, select the Navigator component on the UI, which highlights the corresponding element in Source View. Hide the commandLink: Navigator element by deselecting the Show Component property. Show the panelGroupLayout: horizontal element by selecting the Show Component property.

Customization Privileges Required

The customizations that you can make using Oracle Composer are available to you only if you are assigned at least one of the following job roles:

Sales Administrator
Marketing Operations Manager
Channel Partner Portal Administrator

To customize the Partner Portal UI shell, your assigned job role must also include the Partner Portal Customize Links Duty duty role. This duty role is assigned to the Channel Partner Portal Administrator job role by default.

Note

Some menu items are not visible to users on the Oracle Fusion Main Menu and on the Home Page unless these users are granted permissions specific to internal or contingent workers. Administrators are granted these permissions, and can view these internal menu items even when looking at the external site. The suppression of these menu items is done through security, not through Oracle Composer.

Customizing Oracle Fusion CRM Applications Using Oracle Fusion CRM Application Composer: Explained

The Oracle Fusion CRM Application Composer provides a series of task flows which let you customize and extend an Oracle Fusion CRM application according to the needs of your users. For example, you can create new fields for an existing standard object, and expose those new fields on the object's work area. Or, create a brand new custom object and related fields, then create a work area where that object and its fields are exposed to users. The task flows available to you are dependent upon the CRM application that you are customizing. This topic provides an overview of which CRM Application Composer task flows are available for use in each CRM application.

This topic addresses extensibility for these CRM applications:

Oracle Fusion Common CRM
Oracle Fusion Customer Center
Oracle Fusion Marketing
Oracle Fusion Sales
Oracle Fusion Sales Catalog

You can also refer to the product-specific implementation guides to learn more about how a particular application works with the Application Composer.

Oracle Fusion Common CRM

The creation of custom objects is not supported for the Oracle Fusion Common CRM application.

For Oracle Fusion Common CRM standard objects, you can do the following in the Application Composer:

Customization Task Flow	Trading Community Org Contact	Trading Community Resource Profile	Trading Community Organization Profile	Trading Community Address	Activity Task	Interaction	Note
Create and expose custom fields on existing pages that are available for extensibility	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Edit display label and help text of standard fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create custom currency fields	No	No	No	No	No	No	No
Index custom fields	Yes	Yes	Yes	Yes	No	Yes	Yes
Add custom buttons (Groovy script or URL) to selected pages	No	Yes	No	No	No	Yes	Yes
Add links (URL) to selected pages	No	Yes	No	No	No	Yes	Yes
Create and expose custom child objects on an object's details page	No	No	No	No	Not applicable	Not applicable	Not applicable
Create custom field-level and object-level validation logic (Groovy scripts)	Yes	Yes	Yes	Yes	No	Yes	Yes
Create custom logic at various object trigger points (Groovy scripts)	Yes	Yes	Yes	Yes	No	Yes	Yes
Create custom saved searches at the site level	Yes	Yes	Yes	Yes	No	Yes	Yes
Provide Mobile page support	Yes	No	No	No	No	No	No
Create custom relationships	Yes	Yes	Yes	Yes	No	No	No
Manage object workflows	No	Yes	No	No	No	No	No
Web services	Yes	Yes	Yes	Yes	Yes	Yes	Not applicable
Import data using file-based import	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Export data using bulk export	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create custom subject areas	No	Yes	No	No	No	No	No

Oracle Fusion Customer Center

You can create custom objects for the Oracle Fusion Customer Center application.

For Oracle Fusion Customer Center's standard object, you can do the following in the Application Composer:

Customization Task Flow	Sales Account Profile
Create and expose custom fields on existing pages that are available for extensibility	Yes
Edit display label and help text of standard fields	Yes
Create custom currency fields	No
Index custom fields	Yes
Add custom buttons (Groovy script or URL) to selected pages	No
Add links (URL) to selected pages	No
Create and expose custom child objects on an object's details page	Yes
Create custom field-level and object-level validation logic (Groovy scripts)	Yes
Create custom logic at various object trigger points (Groovy scripts)	Yes
Create custom saved searches at the site level	No
Provide Mobile page support	No
Create custom relationships	Yes
Manage object workflows	Yes
Web services	Yes
Import data using file-based import	Yes
Export data using bulk export	Yes
Create custom subject areas	Yes

Oracle Fusion Marketing

You can create custom objects for the Oracle Fusion Marketing application.

For Oracle Fusion Marketing standard objects, you can do the following in the Application Composer:

Customization Task Flow	Sales Lead	Marketing Campaign	Marketing Budget	Marketing Response	Marketing List	Marketing Treatment	Marketing Event Activity	MarketingAdvertising Activity	Marketing Claim	Marketing Claim Settlement (child)	Marketing Budget Entry	Marketing Budget Fund Request
Create and expose custom fields on existing pages that are available for extensibility	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Edit display label and help text of standard fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create custom currency fields	No	No	No	No	No	No	No	No	No	No	No	No
Index custom fields	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Add custom buttons (Groovy script or URL) to selected pages	Yes	No	Yes	No	No	No	No	No	Yes	Yes	Yes	Yes
Add links (URL) to selected pages	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create and expose custom child objects on an object's details page	Yes	No	Yes	Yes	No	No	No	No	Yes	Not applicable	No	Yes
Create custom field-level and object-level validation logic (Groovy scripts)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create custom logic at various object trigger points (Groovy scripts)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Create custom saved searches at the site level	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes	No	Yes	Yes
Provide Mobile page support	No	No	No	No	No	No	No	No	No	No	No	No
Create custom relationships	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Manage object workflows	Yes	No	Yes	No	No	No	No	No	Yes	Yes	Yes	Yes
Web services	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Import data using file-based import	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	No	No	No	No
Export data using bulk export	Yes	No	Yes	No	No	No	No	No	No	No	No	No
Create custom subject areas	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Oracle Fusion Sales

You can create custom objects for the Oracle Fusion Sales application.

For Oracle Fusion Sales standard objects, you can do the following in the Application Composer:

Customization Task Flow	Opportunity	Sales Competitor	Partner	Opportunity Resource (child)	Opportunity Revenue (child)
Create and expose custom fields on existing pages that are available for extensibility	Yes	Yes	Yes	Yes	Yes
Edit display label and help text of standard fields	Yes	Yes	Yes	Yes	Yes
Create custom currency fields	Yes	No	No	No	Yes
Index custom fields	Yes	Yes	Yes	Yes	Yes
Add custom buttons (Groovy script or URL) to selected pages	Yes	Yes	Yes	Yes	Yes
Add links (URL) to selected pages	Yes	Yes	Yes	Yes	Yes
Create and expose custom child objects on an object's details page	Yes	Yes	Yes	Not applicable	Not applicable
Create custom field-level and object-level validation logic (Groovy scripts)	Yes	Yes	Yes	Yes	Yes
Create custom logic at various object trigger points (Groovy scripts)	Yes	Yes	Yes	Yes	Yes
Create custom saved searches at the site level	Yes	Yes	Yes	No	No
Provide Mobile page support	Yes	Yes	Yes	Yes	Yes
Create custom relationships	Yes	Yes	Yes	No	No
Manage object workflows	Yes	Yes	Yes	No	No
Web services	Yes	Yes	Yes	Not applicable	Not applicable
Import data using file-based import	Yes	Yes	Yes	Yes	Yes
Export data using bulk export	Yes	Yes	Yes	Yes	Yes
Create custom subject areas	Yes	Yes	Yes	Yes	Yes

Oracle Fusion Sales Catalog

The creation of custom objects is not supported for the Oracle Fusion Sales Catalog application.

For Oracle Fusion Sales Catalog's standard object, you can do the following in the Application Composer:

Customization Task Flow	Product Group
Create and expose custom fields on existing pages that are available for extensibility	Yes
Edit display label and help text of standard fields	Yes
Create custom currency fields	No
Index custom fields	Yes
Add custom buttons (Groovy script or URL) to selected pages	No
Add links (URL) to selected pages	No
Create and expose custom child objects on an object's details page	No
Create custom field-level and object-level validation logic (Groovy scripts)	No
Create custom logic at various object trigger points (Groovy scripts)	No
Create custom saved searches at the site level	No
Provide Mobile page support	No
Create custom relationships	No
Manage object workflows	No
Web services	No
Import data using file-based import	Yes
Export data using bulk export	Yes
Create custom subject areas	No

FAQs for Customization and Sandboxes

What's the difference between Oracle Composer and Oracle Fusion CRM Application Composer?

Oracle Composer lets you make user interface changes at runtime across all Oracle Fusion applications. In Oracle Fusion CRM transactional pages (non-dashboards), you can use Oracle Composer to expand or collapse regions, set which columns are visible in tables and how they are ordered, and create and edit saved searches. In Oracle Fusion CRM dashboards, you can make additional customizations, such as hiding, showing, or moving regions, and adding new content from the Resource Catalog.

The Oracle Fusion CRM Application Composer also lets you make user interface changes at runtime. However, the types of user interface changes that you can make using the Application Composer are quite different. Specifically, your primary focus when using the Application Composer is to make actual object model changes. For example, you can create a new business object and related fields, and then create new application pages where that object and its fields are exposed to users. The ability to make these types of object model extensions is available only in Oracle Fusion CRM applications. Also, using the Application Composer, you cannot access the Resource Catalog to add new content to a page.

This table describes some of the primary differences between Oracle Composer and the Application Composer:

Customization Task	Available in Oracle Composer?	Available in Oracle Fusion CRM Application Composer?
Make object model extensions and expose your customizations by creating or modifying work area pages	No	Yes
Reorder subtabs	No	Yes
Customize dashboard pages	Yes	No
Add content from the Resource Catalog	Yes	No
Select the MDS layer where you want to author customizations, such as at the site layer or job role layer	Yes	No, customizations are applied only at the site layer
View results of customizations immediately	Yes, in the Oracle Composer design interface	Yes, in the CRM application that you are customizing