1. Implementation Reference
  2. Manage Fields for Recurring Opportunity Products

Manage Fields for Recurring Opportunity Products

You can add and modify fields to the recurring schedules UI in opportunities. You can also rearrange the frequency values that salespeople can choose from when creating a recurring schedule.

For more information about recurring opportunity functionality, see the related topics.

Configure Additional Fields

You can use Oracle Page Composer to enable additional fields in the recurring schedule UI, to meet your specific requirements.

The fields you can enable are:

  • Expected Revenue

  • Status

  • Win Loss Reason

  • Estimated Price

  • Best Case

  • Worst Case

  • Win Probability

  • Additional Number 1

  • Additional Amount 1

  • Additional Text 1

  • Additional Text 2

Note: You can't add custom fields to set schedule and manage schedule pages in the recurring schedule UI.
Here are the steps to enable these fields:
Note: To perform this procedure, you must have already enabled the Schedule icon in the Products table in the Edit Opportunity page. For more information, see the topic, Enable Recurring Opportunity Products.

  1. Click Navigator > Sales > Opportunities.

  2. Create and activate a sandbox to work in.

  3. Click your user name in the global header and select Edit Pages.

  4. Select a layer that you want to modify. For example, you can make the changes available only to users with a specific job role, such as sales representatives. Click OK to commit the modified layer.

  5. When modifying work areas, you start in the Design view. Design view lets you navigate to the component you want to modify.

  6. Click an opportunity to edit it.

    The Edit Opportunity page appears.

  7. Click the Schedule icon in the Products table.

    The Manage Schedule page appears.

  8. Click Select.

  9. Hover over the last column in the Transactions table header row until a border appears. Click the edge of the border.

  10. In the menu that appears, click Edit Parent Component.

    The Component Properties window appears.

  11. Click the Children tab.

  12. Select the fields you want to enable.

  13. Click Close to save.

You can use a similar procedure to modify the Set Schedule Page.

For more information about using Application Composer and Page Composer, see the Configuring Applications Using Application Composer guide.

Change the Display Order of Frequencies

When you create a recurring schedule, you must select a value, such as monthly, from the Frequency field. You can change the display order of the frequencies that display in the list. For example, you can make the Monthly value the first one in the list. You make these changes by modifying the supplied lookup type, MOO_RECURRING_FREQUENCY.

Here's how to change the display sequence.

  1. In the Setup and Maintenance work area, go to:

    • Offering: Sales

    • Functional Area: Opportunities

    • Task: Manage Standard Lookups

  2. In the Lookup Type field of the Manage Standard Lookups page, enter MOO_RECURRING_FREQUENCY and search. Or, you can enter Sales Recurring Revenue Frequency in the Meaning field and search.

  3. In the list of values, reorder the items as needed by changing the numbering in the Display Sequence column.

    The value that has the lowest display sequence is the one that's set as the default value.

  4. Click Save and Close.

Related Topics