Oracle Fusion Applications Customer Data Management Implementation Guide

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.

Creating the Accounting Calendar

In the Setup and Maintenance area, Overview page, All Tasks tab, search for the topic names containing Accounting Calendar

Manage Accounting Calendars will show up in the results box.

Click the Go To Task icon.

On the Managing Accounting Calendars page, click the Create icon.

Fill in the required fields as appropriate for the calendar, and click Next. Make note of the name utilized because this name will be required in the next topic.

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.

Ensure that the calendar data is correct, and click Save.

Managing the CRM Common Calendar Profile Option

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.

Navigate to the Setup and Maintenance work area, Overview page, All Tasks tab, and search for task names containing Calendar.

Locate Manage Calendar Profile Option, and click the Go To Task icon.

On the Manage Calendar Profile Option page, locate the ZCA_COMMON_CALENDAR: Profile Values subpage and click the profile option value line.

Click the Profile Value list, and select the calendar name that you created when you created the accounting calendar. Click Save and Close.

26 Common Customer Data Management Configuration: Manage Calendar Profile Option

Creating the CRM Common Calendar: Worked Example

Creating the Accounting Calendar

Managing the CRM Common Calendar Profile Option