Managing Activities

The activities that are displayed in the Overview tab depend on whether you are viewing a Fusion account or a billing account.

When viewing a Fusion account, the activities are a subset of the activity stream that is available in Oracle Fusion Sales, and the Activities panel includes:

  • Pending: This section displays one record, which is the latest activity that is overdue or due in the future.
  • Recent: This section shows the last 5 activities completed for the account.

When viewing a billing account, the activities are a subset of the activity stream in your CIS, and the Activities panel includes the last 10 activities.

To view the complete activity stream associated with the account you are viewing, click the View All Activities link at the bottom of the screen. The system opens the Activities drawer where you can view and manage the related activities.

You can also click on individual activities, either in the Account 360 Overview tab or in the Activities drawer, to open the activity in it's related system. When you have finished working with the activity record, you can save your changes and return to the Account 360 Overview tab.

See Using Sales in the Redwood User Experience for additional information about working with Fusion accounts and activity records.

See "Activities" in the Business User Guide associated with your CIS system, available in the Oracle Utilities Help Center for additional information about working with activity records associated with a billing account.

View Account Activities

To view account activities:

  1. Access Account 360 for your account. Optionally, you can then search for and select a billing account. The remaining steps are applicable regardless of whether you are viewing a Fusion account or a billing account.
  2. Click the Overview tab.
  3. View the records in the Activities section.
  4. To view additional activities and manage activities, click the View All Activities link.
  5. The system opens the Activities drawer.
  6. Use the filter fields at the top of the drawer to narrow your list by activity type or date range.
  7. Review the list and click on individual activities as needed to view and manage activity details.
  8. Depending on the activity you select, the system opens the activity in the source system or relevant drawer. For example:
    • Clicking on a service request activity opens the service request in edit mode in Oracle Fusion Service.
    • Clicking on a bill activity opens the Bill drawer in Account 360.
    • Clicking on a case activity opens the case in your CIS.
  9. Update your activity as needed and then save your changes.
  10. Return to Account 360 to continue working.

Parent topic: Using the Overview Tab