Oracle® Fusion Applications Customer Data Management Implementation Guide 11g Release 7 (11.1.7) Part Number E20433-07 |
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This chapter contains the following:
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. Use the following tasks to set up the CRM calendar.
Manage Accounting Calendars will show up in the results box.
Note
When creating the calendar, the first calendar date must be the first date of the period of the oldest historical data on which you will be reporting. For example, if you select January 1, 2010 as your first calendar date, then you would only be able to enter or import historical data associated with this date and later.
The CRM calendar profile option must be associated with the new accounting calendar. Follow these steps:
Note
While the Common Financial Calendar feature of Oracle Fusion Applications supports the creation of more than one calendar, Oracle Fusion CRM may only be associated with one calendar. Many features of Fusion CRM utilize this common calendar profile option and changing it could result in the loss of data for one or more applications. Oracle strongly recommends that you do not change the selected Accounting Calendar Default (ZCA_COMMON_CALENDAR) profile option calendar value when it is set.