Enable Recurring Opportunity Products

To enable recurring opportunity products, use Oracle Application Composer to add the Schedule column to the opportunities UI.

You access the recurring schedules pages from the schedule icon in the Schedule column of the edit opportunity page. For more information about recurring opportunity products functionality, see the related topics.

Add the Schedule Column

Here's how to add the Schedule column to the edit opportunity page from Application Composer.

Note: When modifying the UI, you must make your changes in a sandbox. See the Configuring Applications Using Application Composer guide for more information about using sandboxes.
  1. Create and activate a sandbox to work in.

  2. Navigate to Application Composer.

  3. In the Application Composer page, select Sales as the object.

  4. Expand Standard Objects and navigate to Opportunity, then Pages. The Opportunity: Pages page appears.

  5. In the Opportunity: Pages page, ensure that the Application Pages tab is active.

  6. In the Details Page Layouts region, select the Default Layout in the table and then click the edit icon. The Details Layout: Default Layout page appears.

    Note that you may be using a different layout than the default one. If this is the case, then select the appropriate layout.

  7. In the Edit Revenue Table region, click the edit icon.

  8. In the Details Layout: Default Layout: Edit Revenue Table page, find the Schedule field in the Configure Summary Table window. Move the field from the Available Fields window to the Selected Fields window.

  9. Click Save and Close.

  10. Click Done in the Details Layout: Default Layout page.

  11. Validate the change by navigating to the edit opportunity page and ensuring that you can see the Schedule field in the Products table.

    Note that the user you sign in as to validate the change must belong to a sales resource organization. For example, you must sign in as a sales representative.

  12. Publish the sandbox.

  13. The Schedule field is now available to sales users in the edit opportunity pages.