Enable Credit Receiver Record Set Values

You can enable credit receiver related values that appear in the opportunity search filter record sets. From the Setup and Maintenance work area, go to the Manage Standard Lookups and you can set the lookup types from the ORA_MOO_OPTY_SRCH_RS_WS: Lookup Codes page.

Prerequisites

Keep in mind the following prerequisites when salespeople assign sales credits in opportunities:

Territories have been set up and your company is using territories for assignment of opportunity products.
The user must have Full access to the opportunity to assign sales credits.

The record set called I or my subordinate am a credit receiver returns records where the signed in resource or their subordinate is a credit receiver for the opportunity. This allows sales managers and sales VPs to view the revenue lines for their entire team and see who is receiving credit.

The I am a credit receiver record set returns records where the signed in resource is a credit receiver for the opportunity. These record sets are predefined but they must be enabled before your salespeople can use them in Digital Sales.

Note: Record sets involving subordinates, which are resources within an organization or a line manager's hierarchy, are available only to managers.

Here are the steps to enable I am a credit receiver and I or my subordinate am a credit receiver values for the opportunity search filter record set.

Navigate to the Setup and Maintenance work area, and use the following:
- Offering: Sales
- Functional Area: Sales Foundation
- Task: Manage Standard Lookups
In the Meaning field, enter Opportunity Filter Record Sets for Workspace.
Click Search.
Select the lookup type you want to enable in the ORA_MOO_OPTY_SRCH_RS_WS: Lookup Codes page.
- Scroll to the ORA_CREDITRECEIVER_ISME (I am a credit receiver) lookup code and select Enabled.
- Scroll to the ORA_CREDITRECEIVER_MYORG (I or my subordinate am a credit receiver) lookup code and select Enabled.
Click Save and Close.