Sellers Can View and Inspect Orders From the Redwood Customer Sales Account

Redwood Sales users now have oversight of the sales orders that are created in Fusion Order Management after the quoting process is complete.

Important customer activities and transactions happen after the sale is complete, but none of the information is shared back into the customer account in CRM. With visibility over Sales Orders from Oracle Order Management, account managers and other sellers can be informed of the status and details of every order that has been processed as a result of the upstream opportunity. This awareness will influence and guide sellers on the next action for the account, whether it's preparing for the next customer engagement, or planning the next renewal or upsell.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Customers will need to be using Fusion Order Management for Sales Orders to be retrieved and rendered on the Sales Account. In VB, customers will first need to expose the Orders panel and enable the respective Action Bar commands.

Tips And Considerations

Where a customer is represented by multiple entities (Party records), it is necessary that either a) the accounts are consolidated under one Party record, or b) a back-office front-office linkset is used to link a sales account to one or more back-office records.

Access Requirements

There are no additional security requirements as part of this feature.