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Viewing Disbursement TransactionsEnd users cannot create disbursement transactions (drop sample transactions). Oracle CRM On Demand automatically generates disbursement transactions whenever sales representatives drop samples during sales calls. NOTE: End users cannot create received transactions either. Oracle CRM On Demand automatically generates transfer in transactions whenever sales representatives return previously dropped samples or transfer out samples to headquarters or another sales representative. Before you begin. To view disbursement transactions, your user role must include the Enable Basic Samples Operations privilege. To view disbursement transactions
NOTE: In a similar way, you can also view received transactions by selecting the appropriate option from the Sample Transaction List. |
Published 8/22/2016 | Copyright © 2005, 2016, Oracle. All rights reserved. Legal Notices. |