Set Up Data Security Policies

Configure the data security policies to control the data based on the user role and permissions. Set up the policies for the following role and data:

• Sales representative and sales manager

  • Policy for sales representative and sales manager to view approved promotions from the Promotion object.

  • Policy for sales representative and sales manager to view approved promotions from the Account object.

  • Policy for the sales representative and sales manager to access price book database resource.

• Sales representative

  • Policy for sales representative to access activity object.

  • Policy for sales representative to view activities assignee.

  • Policy for the sales representative to access the sales product object.

• Consumer goods cashier and sales administrator

  • Policy for the consumer goods cashier and sales administrator to access the route settlement report.

• Marketing manager

  • Functional security policy for marketing manager custom to access business plan and objectives.

• Marketing manager and sales representative

  • Data security policy for marketing manager custom and sales representative custom to access business plan and objectives.

Note:

For more information to duplicate standard roles, see the topic on Setting Up Standard Roles.

Policies for the Sales Representative and Sales Manager to View Approved Promotions

As a sales representative or sales manager, you can view the approved promotions from the Account and the Promotion objects.

To create and set up the policies:

Note:

Perform the following steps twice, once for the custom sales representative custom role and then for the custom sales manager role.

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for the custom duplicated sales representative role.

4. Click Edit Role.

5. Click the Data Security Policies train stop. Search the following for each of the policies and press Enter:

   Policy	Search
   To View Approved Promotions from the Promotion Object	__ORACO__Promotion in the Data Resource column Read in Privilege column
   To View Approved Promotions from the Account Object	__ORACO__AccountPromotion in the Data Resource column Read in Privilege column

6. On the Data Security Policies page, select the following for each of the policies:

   Policy	Select
   To View Approved Promotions from the Promotion Object	__ORACO__Promotion in the Data Resource column Read in Privilege column. All Values in Conditions column.
   To View Approved Promotions from the Account Object	__ORACO__AccountPromotion in the Data Resource column Read in Privilege column All Values in Conditions column.

7. From the drop-down list select Edit Data Security Policy and edit the following fields:

   Policies	Fields and Values
   To View Approved Promotions from the Promotion Object	Database Resource: __ORACO_Promotion Start Date: Current date Policy Description: Grant MOO_VIEW__ORACO__PROMOTION_C_DATA_PRIV permission to application role <name of role> on __ORACO__Promotion_c Data Set: Select using instance set Condition: Approved Rule Action: Read
   To View Approved Promotions from the Account Object	Database Resource: __ORACO_AccountPromotion Start Date: Current date Policy Description: Grant view permission to application role <name of role> on __ORACO__AccountPromotion_c Data Set: Select using instance set Condition: ApprovedPromotionRule Action: Read

8. Click OK.

Policy for the Sales Representative and Sales Manager to Access Price Book Database

Set up a data security policy to provide access to the sales representatives and sales managers for the price book database.

To create and set up the policy:

Note:

Perform the following steps twice, once for the custom sales representative role and then for the custom sales manager role.

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for the custom duplicated sales representative custom role.

4. Click Edit Role.

5. Click the Functional Security Polices train stop and click Add Functional Security Policy.

6. Search for the following value and select the search result:

   Field	Value
   Policy Name	QSC_MANAGE_PRICE_BOOK_PRIV

7. Click Add Privilege to Role and close the dialog box.

8. Click Summary and Impact Report and Save and Close.

Policies for the Sales Representative

Set up the following access policies for the sales representative:

• To allow access to the activity object to make changes and updates.

• To allow access to an activity assignee so that the sales representative can view whom the activities are assigned to.

• To allow access to the sales representative to the sales products objects.

To create and set up the policies to allow access to the activity object and view the activity assignee:

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for the custom duplicated sales representative role.

4. Click Edit Role.

5. Click the Data Security Policies train stop. Click Create Data Security Policy.

6. Create a policy with the following values:

   Policies	Fields and Values
   To allow access to the activity object to make changes and updates.	Policy Name: Grant on Activity Database Resource: Activity Start Date: Current date Data Set: All values Actions: Select all
   To allow access to an activity assignee so that the sales representative can view whom the activities are assigned to.	Policy Name: Grant on Activity resource Database Resource: Activity Resource Start Date: Current date Data Set: All values Actions: Select all

7. Click OK.

   To grant access to the sales representative to access the sales product object:

8. Click the Functional Security Polices train stop and click Add Functional Security Policy.

9. Search for the following value and select the search result:

   Field	Value
   Policy Name	QSC_MANAGE_PRODUCTS_PRIV

10. Click Add Privilege to Role and close the dialog box.

11. Click Summary and Impact Report and Save and Close.

Policy for the Cashiers and Sales Administrators to View Route Settlement Report

Create the data security policies for the following objects to provide the consumer goods cashier role access to the route settlement report:

• __ORACO__RoutePresettlement_c

• __ORACO__CouponTransaction_c

• __ORACO__Expense_c

• __ORACO__Document_c

To create data security policy for the consumer goods cashier:

1. Sign in using the administrator role.

   Note:

   You must have the IT security manager job role to complete the task.

2. Navigate to the Administration sub tab of the Security Console and click Manage Database Resources.

3. Search for one of the following objects on the Manage Database Resources and Policies page:

   • __ORACO__RoutePresettlement_c

   • __ORACO__CouponTransaction_c

   • __ORACO__Expense_c

   • __ORACO__Document_c

4. Select the object from the search result and click Edit.

5. Navigate to the Condition tab and click Create.

6. Depending on the object for which you're creating the data security policy, provide the following information in the Create Database Resource Condition dialog box.

   Object Name	Fields and Values
   __ORACO__RoutePresettlement_c	Name: ACO_ROUTE_SETTLEMENT_OPEN Display Name: Access route settlement report if the status is open. Condition Type: SQL predicate SQL predicate: &TABLE_ALIAS.EXTN_ATTRIBUTE_CHAR009 = 'ORA_ACO_SETTLEMENT_OPEN'
   __ORACO__CouponTransaction_c	Name: ACO_COUPON_TRANS_PARENT_OPEN Display Name: Access coupon settlement if the status of the parent route settlement report is open. Condition Type: SQL predicate SQL predicate: exists (select 1 from HZ_REF_ENTITIES rps where rps.attribute_category ='__ORACO__RoutePresettlement_c' and rps.ID= &TABLE_ALIAS.EXTN_ATTRIBUTE_NUMBER002 and rps.EXTN_ATTRIBUTE_CHAR009 = 'ORA_ACO_SETTLEMENT_OPEN')
   __ORACO__Expense_c	Name: ACO_EXPENSE_PARENT_OPEN Display Name: Access expense if the status of the parent route settlement report is open. Condition Type: SQL predicate SQL predicate: exists (select 1 from HZ_REF_ENTITIES rps where rps.attribute_category ='__ORACO__RoutePresettlement_c' and rps.ID= &TABLE_ALIAS.EXTN_ATTRIBUTE_NUMBER001 and rps.EXTN_ATTRIBUTE_CHAR009 = 'ORA_ACO_SETTLEMENT_OPEN')
   __ORACO__Document_c	Name: ACO_DOCUMENT_PARENT_OPEN Display Name: Access document if the status of the parent route settlement report is open. Condition Type: SQL predicate SQL predicate: exists (select 1 from HZ_REF_ENTITIES rps where rps.attribute_category ='__ORACO__RoutePresettlement_c' and rps.ID= &TABLE_ALIAS.EXTN_ATTRIBUTE_NUMBER001 and rps.EXTN_ATTRIBUTE_CHAR009 = 'ORA_ACO_SETTLEMENT_OPEN')

7. Click Save

8. Navigate to the Policy tab and click Create.

9. Provide the following information in the Create Policy dialog box:

   1. On the General Information tab:

      Object Name	Fields	Values
      __ORACO__RoutePresettlement_c	Name Start Date	Grant on Route Settlement Report Select a start date according to the requirements of your organization.
      __ORACO__CouponTransaction_c	Name Start Date	Grant on Coupon Settlement Select a start date according to the requirements of your organization.
      __ORACO__Expense_c	Name Start Date	Grant on Expense Select a start date according to the requirements of your organization.
      __ORACO__Document_c	Name Start Date	Grant on Document Select a start date according to the requirements of your organization.

   2. On the Role tab:

      1. Click Add and search for the role for which you're creating the data security policies using the following information for each of the objects:

         Role Name	Search Field
         Consumer goods cashier	Role Name: ACO_CG_CASHIER_CUSTOM Application: CRM
         Sales administrator custom	Role Name: ZBS_SALES_ADMINISTRATOR_JOB_CUSTOM Application: CRM

      2. Select consumer goods cashier and the sales administrator custom roles from the search result and click OK.

      3. On the Rule tab:

         Object Name	Fields	Values
         __ORACO__RoutePresettlement_c	Row Set Condition	Multiple Values Access route settlement report if the status is open.
         __ORACO__CouponTransaction_c	Row Set Condition	Multiple Values Access coupon settlement if the status of the parent route settlement report is open.
         __ORACO__Expense_c	Row Set Condition	Multiple Values Access expense if the status of the parent route settlement report is open.
         __ORACO__Document_c	Row Set Condition	Multiple Values Access document if the status of the parent route settlement report is open.

      4. Navigate to the Action tab and move the update to the Selected Actions area for all the objects.

      5. Click Save and Close.

10. Click Submit.

Data security policies are created for the consumer goods cashier role and sales administrator to access the route settlement report.

Policy for Partner Administrator and Partner Sales Manager

You can give access to the partner administrator and partner sales manager to the claim and deduction database resource.

To set up the policy:

1. Sign in using the administrator role.

2. Navigate to Security Console > Administration.

3. Navigate to the Administration subtab and click Manage Database Resources.

4. Search for __ORACO__ClaimRequest_c or __ORACO__DeductionRequest_c in the object name search field.

5. Click Edit for the search results from step four.

6. Navigate to the Conditions subtab and click Create and enter the following details:

   Provide the following information in the Create Database Resource Condition dialog and click Save.

   Object Name	Fields and Values
   __ORACO__ClaimRequest_c	Name: ACO_CLAIM_REQUEST_FOR_PARTNER Display Name: Access claim requests of partner organization Condition Type: SQL Predicate SQL Predicate: &TABLE_ALIAS.EXTN_ATTRIBUTE_NUMBER001 = HZ_SESSION_UTIL.GET_USER_PARTNER_COMPANYID
   __ORACO__DeductionRequest_c	Name: ACO_DEDUCTION_REQUEST_FOR_PARTNER Display Name: Access deduction requests of partner organization Condition Type: SQL Predicate SQL Predicate: &TABLE_ALIAS.EXTN_ATTRIBUTE_NUMBER001 = HZ_SESSION_UTIL.GET_USER_PARTNER_COMPANYID

7. Navigate to the Policy tab and click Create.

8. Provide the following information in the Create Policy Dialog box:

   1. In the General Information tab:

      Object Name	Field	Value
      __ORACO__ClaimRequest_c	Name Start Date	Grant on Claim Request Select a start date according to business requirement
      __ORACO__DeductionRequest_c	Name Start Date	Grant on Deduction Request Select a start date according to business requirement

   2. In the Role tab enter the following:

      Object Name	Application	Role
      __ORACO__ClaimRequest_c	CRM	Partner Sales Administrator Custom, Partner Sales Manager Custom
      __ORACO__DeductionRequest_c	CRM	Partner Sales Administrator Custom, Partner Sales Manager Custom

   3. Select the roles in the table from the search results and click OK.

   4. In the Rule tab:

      Object Name	Application	Role
      __ORACO__ClaimRequest_c	Row Set Condition	Multiple Values Access claim requests of partner organization
      __ORACO__DeductionRequest_c	Row Set Condition	Multiple Values Access deduction requests of partner organization

   5. Navigate to the Action tab and move Read, Update, and Delete to the Selected Actions area for __ORACO__ClaimRequest_c and Read for __ORACO__DeductionRequest_c.

   6. Click Save and Close.

9. Click Submit.

Functional Security Policy for Marketing Manager Custom to Access Business Plan and Objectives

Here's how you can set up the policy:

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for custom duplicated marketing manager custom role.

4. Click Edit Role.

5. Click Functional Security Policies and click Add below Functional Security Policy.

   Add the following security policies:

   Role Name	Name	Description	Comments
   Marketing Manager Custom	Create Sales Business Plan	Allows you to create sales business plans.
   Marketing Manager Custom	Delete Sales Business Plan	Allows you to delete sales business plans.
   Marketing Manager Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Marketing Manager Custom	View Sales Business Plan	Allows you to view sales business plans.
   Marketing Manager Custom	Configure Sales Business Plan UI	Allows you to configure business plan UI.
   Marketing Manager Custom	Create Sales Objective	Allows you to create sales objectives.
   Marketing Manager Custom	Delete Sales Objective	Allows you to delete sales objectives.
   Marketing Manager Custom	Update Sales Objective	Allows you to update sales objectives.
   Marketing Manager Custom	View Sales Objective	Allows you to view sales objectives.
   Marketing Manager Custom	Configure Sales Objective UI	Allows you to configure sales objective UI.
   Marketing Manager Custom	Manage Sales Objective Setup	Allows you to manage the set of objective types.

Here's how you can remove security policies:

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for custom roles listed in the following table.

4. Click Edit Role.

5. Click Functional Security Policies and remove the following security policies.

   Role Name	Name	Description	Comments
   Sales Representative Custom	Create Sales Business Plan	Allows you to create sales business plans.
   Sales Representative Custom	Delete Sales Business Plan	Allows you to delete sales business plans.
   Sales Representative Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Account Manager Custom	View Sales Business Plan	Allows you to view sales business plans.
   Account Manager Custom	Create Sales Business Plan	Allows you to create sales business plans.
   Account Manager Custom	Delete Sales Business Plan	Allows you to delete sales business plans.
   Account Manager Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Sales Manager Custom CG	View Sales Business Plan	Allows you to view sales business plans.
   Sales Manager Custom CG	Create Sales Business Plan	Allows you to create sales business plans.
   Sales Manager Custom CG	Delete Sales Business Plan	Allows you to delete sales business plans.
   Sales Manager Custom CG	Update Sales Business Plan	Allows you to update sales business plans.
   Channel Account Manager Custom	View Sales Business Plan	Allows you to view sales business plans.
   Channel Account Manager Custom	Create Sales Business Plan	Allows you to create sales business plans.
   Channel Account Manager Custom	Delete Sales Business Plan	Allows you to delete sales business plans.
   Channel Account Manager Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Channel Operations Manager Custom	View Sales Business Plan	Allows you to view sales business plans.
   Channel Operations Manager Custom	Create Sales Business Plan	Allows you to create sales business plans.
   Channel Operations Manager Custom	Delete Sales Business Plan	Allows you to delete sales business plans.
   Channel Operations Manager Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Channel Operations Manager Custom	Configure Sales Business Plan UI	Allows you to configure sales business plan UI.
   Channel Operations Manager Custom	Configure Sales Objective UI	Allows you to configure sales objective UI.
   Channel Operations Manager Custom	Manage Sales Objective Setup	Allows you to manage the set of objective types.
   Partner Sales Manager Custom	View Sales Business Plan	Allows you to view sales business plans.
   Partner Sales Manager Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Partner Sales Manager Custom	Update Sales Objective	Allows you to update sales objectives.
   Partner Sales Manager Custom	View Sales Objective	Allows you to view sales objectives.
   Partner Administrator Custom	View Sales Business Plan	Allows you to view sales business plans.
   Partner Administrator Custom	Update Sales Business Plan	Allows you to update sales business plans.
   Partner Administrator Custom	Update Sales Objective	Allows you to update sales objectives.
   Partner Administrator Custom	View Sales Objective	Allows you to view sales objectives.

Data Security Policy for Marketing Manager Custom and Sales Representative Custom to Access Business Plan and Objectives

Here's how you can add security policies:

1. Sign in using the sales administrator role.

2. Navigate to Security Console > Roles.

3. Search for each role listed in the following table and perform these steps separately for each role.

4. Click Edit Role.

5. Click Data Security Policies and click Add.

6. Add the following data security policies:

   Role	Policy Name	Database Resource	Description	Data Set	Condition Name	Actions	Comments
   Sales Representative Custom role	Grant on Sales Business Plan	Sales Business Plan		All values		View Sales Business Plan Read
   Marketing Manager Custom role	Grant on Sales Business Plan	Sales Business Plan		All values		Read Update Delete View Sales Business Plan Update Sales Business Plan General Update Sales Business Plan Status Delete Sales Business Plan
   Marketing Manager Custom role	Grant on Sales Business Plan Team	Sales Business Plan Team		All values		Read Update Delete View Sales Business Plan Update Sales Business Plan General Update Sales Business Plan Status Delete Sales Business Plan Manage Sales Business Plan Team
   Marketing Manager Custom role	Grant on Sales Business Plan Note	Note		Select by instance set	Access the deal registration note for table ZMM_NOTES where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company	Read Update Delete Manage Sales Business Plan Note
   Marketing Manager Custom role	Grant on Sales Business Plan File Import	File Import Activity		Select by instance set	Access the sales business plan file import for table MKT_IMP_JOBS all business plan file import objects	Read View Sales Business Plan File Import
   Marketing Manager Custom role	Grant on Sales Business Plan Team File Import	File Import Activity		Select by instance set	Access the sales business plan team file import for table MKT_IMP_JOBS all business plan team file import objects	Read View Sales Business Plan Team File Import
   Marketing Manager Custom role	Grant on Sales Business Plan File Import Mapping	File Import Mapping		Select by instance set	Access the sales business plan file import mapping for table MKT_IMP_MAP all business plan file import mapping objects	Read View Sales Business Plan File Import Mapping
   Marketing Manager Custom role	Grant on Sales Business Plan Team File Import Mapping	File Import Mapping		Select by instance set	Access the sales business plan team file import mapping for table MKT_IMP_MAP all business plan team file import mapping objects	Read View Sales Business Plan Team File Import Mapping
   Marketing Manager Custom role	Grant on Sales Business Plan Team File Import Metadata	File Import Object		Select by instance set	Access the sales business plan team file import metadata for table MKT_IMP_OBJECTS all business plan team file import metadata objects	Read View Sales Business Plan Team File Import Metadata
   Marketing Manager Custom role	Grant on Sales Business Plan File Import Metadata	File Import Object		Select by instance set	Access the sales business plan file import metadata for table MKT_IMP_OBJECTS all business plan file import metadata objects	Read View Sales Business Plan File Import Metadata
   Marketing Manager Custom role	Grant on Sales Business Plan Export Object	File Export Object		Select by instance set	Access the sales business plan export object for table ZCA_EXP_OBJECTS all business plan export objects	Read View Sales Business Plan Export Object
   Marketing Manager Custom role	Grant on Sales Business Plan Team Export Object	File Export Object		Select by instance set	Access the sales business plan team export object for table ZCA_EXP_OBJECTS all business plan team export objects	Read View Sales Business Plan Team Export Object
   Marketing Manager Custom role	Grant on Sales Objective	Sales Objective		All values		Read Update Delete View Sales Objective Update Sales Objective General Update Sales Objective Attainment Delete Sales Objective
   Marketing Manager Custom role	Grant on Sales Objective Dimension	Sales Objective Dimension		All values		Read Update Delete View Sales Objective Update Sales Objective General Update Sales Objective Attainment Delete Sales Objective
   Marketing Manager Custom role	Grant on Sales Objective Target	Sales Objective Target		All values		Read Update Delete View Sales Objective Update Sales Objective General Update Sales Objective Attainment Delete Sales Objective
   Marketing Manager Custom role	Grant on Sales Objective Type	Sales Objective Type		All values		Read Update Delete View Sales Objective Update Sales Objective General Update Sales Objective Attainment Delete Sales Objective
   Marketing Manager Custom role	Grant on Sales Objective Note	Note		Select by instance set	Access the deal registration note for table ZMM_NOTES where they are the author of the note or notes that are not private created by their organization or external notes created by the deploying company or external notes created by partner where they belong to the deploying company	Read Update Delete Manage Sales Objective Note
   Marketing Manager Custom role	Grant on Sales Objective Target File Import	File Import Activity		Select by instance set	Access the sales objective target file import for table MKT_IMP_JOBS all objective target file import objects	Read View Sales Objective Target File Import
   Marketing Manager Custom role	Grant on Sales Objective Dimension File Import	File Import Activity		Select by instance set	Access the sales objective dimension file import for table MKT_IMP_JOBS all objective dimension file import objects	Read View Sales Objective Dimension File Import
   Marketing Manager Custom role	Grant on Sales Objective File Import	File Import Activity		Select by instance set	Access the sales objective file import for table MKT_IMP_JOBS all objective file import objects	Read View Sales Objective File Import
   Marketing Manager Custom role	Grant on Sales Objective File Import Mapping	File Import Mapping		Select by instance set	Access the sales objective file import mapping for table MKT_IMP_MAP all objective file import mapping objects	Read View Sales Objective File Import Mapping
   Marketing Manager Custom role	Grant on Sales Objective Target File Import Mapping	File Import Mapping		Select by instance set	Access the sales objective target file import mapping for table MKT_IMP_MAP all objective target file import mapping objects	Read View Sales Objective Target File Import Mapping
   Marketing Manager Custom role	Grant on Sales Objective Dimension File Import Mapping	File Import Mapping		Select by instance set	Access the sales objective dimension file import mapping for table MKT_IMP_MAP all objective dimension file import mapping objects	Read View Sales Objective Dimension File Import Mapping
   Marketing Manager Custom role	Grant on Sales Objective Target File Import Metadata	File Import Object		Select by instance set	Access the sales objective target file import metadata for table MKT_IMP_OBJECTS all objective target file import metadata objects	Read View Sales Objective Target File Import Metadata
   Marketing Manager Custom role	Grant on Sales Objective File Import Metadata	File Import Object		Select by instance set	Access the sales objective file import metadata for table MKT_IMP_OBJECTS all objective file import metadata objects	Read View Sales Objective File Import Metadata
   Marketing Manager Custom role	Grant on Sales Objective Dimension File Import Metadata	File Import Object		Select by instance set	Access the sales objective dimension file import metadata for table MKT_IMP_OBJECTS all objective dimension file import metadata objects	Read View Sales Objective Dimension File Import Metadata
   Marketing Manager Custom role	Grant on Sales Objective Export Object	File Export Object		Select by instance set	Access the sales objective export object for table ZCA_EXP_OBJECTS all objective export objects	Read View Sales Objective Export Object
   Marketing Manager Custom role	Grant on Sales Objective Target Export Object	File Export Object		Select by instance set	Access the sales objective target export object for table ZCA_EXP_OBJECTS all objective target export objects	Read View Sales Objective Target Export Object
   Marketing Manager Custom role	Grant on Sales Objective Dimension Export Object	File Export Object		Select by instance set	Access the sales objective dimension export object for table ZCA_EXP_OBJECTS all objective dimension export objects	Read View Sales Objective Dimension Export Object

Configure Lookups

Lookups are lists of values in applications. You define a list of values as a lookup type consisting of a set of lookup codes, each code's translated meaning, and optionally a tag. You can see the list of translated meanings as the available values for an object.

Lookups provide you a means of validation and lists of values where valid values appear on a list with no duplicate values. For example, an application stores the values Y and N in a table column, but can display values, Yes or No (or translated equivalents). For example, the two lookup codes Y and N are defined in the REQUIRED_INDICATOR lookup type.

Some lookups are used by code in the application. Obsoleting values in these lookups could impact the functioning of the associated capabilities. Consult your implementation team before making changes to the following lookup.

Lookup Type: ORA_ACO_ORDER_STATUS

Note:

Ensure that all the lookup values are enabled. Disabling lookup values will result in errors during the shipment delivery.

Lookup Code	Meaning
ORA_ACO_ORDER_STATUS_BOOKED	Booked
ORA_ACO_ORDER_STATUS_BOOKREJ	Booking rejected
ORA_ACO_ORDER_STATUS_CANCELED	Canceled
ORA_ACO_ORDER_STATUS_CANCELREJ	Cancellation rejected
ORA_ACO_ORDER_STATUS_CANCELREQ	Cancellation requested
ORA_ACO_ORDER_STATUS_DELIVERED	Delivered
ORA_ACO_ORDER_STATUS_ERROR	Error
ORA_ACO_ORDER_STATUS_ONHOLD	Overdue
ORA_ACO_ORDER_STATUS_OPEN	Open
ORA_ACO_ORDER_STATUS_PARTIAL	Partially delivered
ORA_ACO_ORDER_STATUS_SUBMITTED	Submitted
ORA_ACO_ORDER_STATUS_UPDATED	Updated
ORA_ACO_ORDER_STATUS_UPDATEREJ	Update rejected
ORA_ACO_ORDER_STATUS_UPDATEREQ	Update requested

Configure Lookups for Business Plan and Objectives

Depending on the configuration level of a lookup type, change the codes or their meanings. Some lookups are designated as extensible, so new lookup codes can be created during the implementation, but the predefined lookup codes can't be modified. Some predefined lookup codes can be changed during implementation or later, as needed.

1. Sign in using the administrator role.

2. Navigate to Setup and Maintenance.

3. Search for and select Manage Standard Lookups.

4. Click Create on the ORA_ZCA_BUS_PLAN_CLASS lookup codes region and provide the following information

   Field Name	Value
   Lookup Code	Default
   Display Sequence	1 Edit the display sequence of ACCOUNT as 2 Edit the display sequence of PARTNER as 3
   Enabled	Y
   Meaning	Default

Replace Strings for Business Plan and Objectives

Before you search and replace the strings and fields, complete the following prerequisite tasks:

1. Sign in using the administrator role, create and activate a sandbox.

2. Go to Application Composer, expand Custom Objects, and edit the Business Plan object.

   • Replace the display label Business Plan with Business PlanCustom.

   • Replace the display label Business Plans with Business PlansCustom.

3. Click Save and Close.

Replace Business Plan Field Name

1. Go to Application Composer, go to Standard Objects, Business Plan object, click Fields and select Business Plan.

   • Replace the display label Business Plan with Business PlanCustom.

2. Click Save and Close.

Replace Objective

1. Go to Application Composer, expand Objective object.

2. Click Fields and select Business Plan.

   • Replace the display label Business Plan with Business PlanCustom.

3. Click Save and Close.

Replace Business Plan with Objective

You can replace the fields on the user interface text in the following manner:

1. Sign in using the administrator role, ensure you're in an active sandbox.

2. Add User interface text to Sandbox as a tool. Go to User interface text.

3. Change the following fields in the singular section:

   • Replace Business Plan with Objective.

4. Include the content available in the following table:

   Search	Replace	User Interface Text	Global Menu Label Text	Messages
   Business Plan	Objective	Business Plan Business Plan ID The business plan is being copied. Edit Business Plan This business plan will be deleted. Do you want to continue? New Business Plan Name Create Business Plan Delete Business Plan Copy Business Plan The business plan {BUS_PLAN} has been created. Business Plan Number Display Business Plan Name Business Plan Type Business Plan Status Business Plan Status Code Business Plan Class Business Plan Type Code Business Plan Resource ID Business Plan SWOT Business Plan Class Code Business Plan Description Business Plan Service Sales Business Plan Business Plan Period Business Plan Audit Business Plan Team Select and Add: Business Plan	None	All messages
   Business Plan	Objective	Business Plan KPI Business Plan KPIs Business Plan Name Find by Business Plan Name Product Business Plan The owner for this business plan isn't available.	Not available	Not available

5. Click Replace Strings.

Replace Business Plans with Objectives

You can replace the fields on the user interface text in the following manner:

1. Sign in using the administrator role, ensure you're in an active sandbox.

2. Add User interface text to Sandbox as a tool. Go to User interface text.

3. Change the following fields in the plural section:

   • Replace Business Plans with Objectives.

4. Include the content available in the following table:

   Search	Replace	User Interface Text	Global Menu Label Text	Messages
   Business Plans	Objectives	Business Plans My Business Plans All Business Plans	Business Plans (Navigation menu item for sales business plans.)	None
   Business Plans	Objectives	Not available	Business Plans (Menu label)	Not available

5. Click Replace Strings.

Revert Business Plan Object Name

1. Go to Application Composer.

2. Expand Custom Objects.

3. Edit the Business Plan object.

4. Change the display label to Business Plan and plural label to Business Plans.

Revert Business Plan Field name

1. Go to Application Composer.

2. Expand Standard Objects.

3. Expand Objective with the API Name as BusinessPlanVO.

4. Click Fields and select Business PlanCustom.

5. Change the display label to Business Plan.

6. Click Save and Close.

   The terms are now replaced. You can revert all the custom objects, standard objects, and fields.

Annual Calendar Settings

1. Sign in using the administrator role.

2. Navigate to Setup and Maintenance.

3. Search for and select Manage Accounting Calendars.

4. See the calendar in the profile option ZCA_COMMON_CALENDAR.

5. Click Add Year if the current year isn't on display.

6. Click Save and Close.

   Repeat the above steps for adding more years.

   During the turn of a year, ensure the new year is present in the ZCA COMMON CALENDAR to create objectives.